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SAN FRANCISCO, CA · CIK 0001602189
New positions
16
Added to
6
Trimmed
8
Exited
24
Dragoneer Investment Group, LLC (SAN FRANCISCO, CA) reported a portfolio value of $8.71B across 65 positions in their Q4 2021 SEC 13F filing (period ending 2021-12-31). The top 10 positions account for 62.5% of the portfolio.
Top 30 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | NUNU HLDGS LTD | $1.45B | 16.69% | New |
| 2 | JAMFJAMF HLDG CORP | $766.79M | 8.80% | - |
| 3 | RIVNRIVIAN AUTOMOTIVE INC | $540.02M | 6.20% | New |
| 4 | DDOGDATADOG INC | $486.63M | 5.59% | - |
| 5 | UBERUBER TECHNOLOGIES INC | $474.67M | 5.45% | - |
| 6 | SNOWSNOWFLAKE INC | $466.91M | 5.36% | -38.8% |
| 7 | CCCCCC INTELLIGENT SOLUTIONS HL | $371.12M | 4.26% | +2.9% |
| 8 | CARGCARGURUS INC | $312.31M | 3.58% | - |
| 9 | DTDYNATRACE INC | $289.33M | 3.32% | -7.7% |
| 10 | XYZBLOCK INC | $287.12M | 3.30% | - |
| Stock | Value | Shares |
|---|---|---|
| NUNU HLDGS LTD | $1.45B | 155,035,176 |
| RIVNRIVIAN AUTOMOTIVE INC | $540.02M | 5,208,074 |
| ENFUSION INC | $134.48M | 6,422,221 |
| IOTSAMSARA INC | $108.16M | 3,847,799 |
| CVENT HOLDING CORP | $102.55M | 12,552,000 |
| ARCO PLATFORM LTD | $28.43M | 1,361,179 |
| GTLBGITLAB INC | $21.75M | 250,000 |
| GRABGRAB HOLDINGS LIMITED | $21.46M | 3,010,000 |
| BRZEBRAZE INC | $19.29M | 250,000 |
| NXDRNEXTDOOR HOLDINGS INC | $15.78M | 2,000,000 |
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