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SAN FRANCISCO, CA · CIK 0001602189
Portfolio Value
$7.84B
Positions
52
New
5
Increased
15
Decreased
8
Sold Out
18
Dragoneer Investment Group, LLC (SAN FRANCISCO, CA) reported a portfolio value of $7.84B across 52 positions in their Q1 2022 SEC 13F filing (period ending 2022-03-31). The top 10 positions account for 63.8% 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 | $1.19B | 15.13% | -0.9% |
| 2 | JAMFJAMF HLDG CORP | $678.20M | 8.65% | -3.4% |
| 3 | DDOGDATADOG INC | $439.32M | 5.60% | +6.2% |
| 4 | SNOWSNOWFLAKE INC | $431.88M | 5.51% | +36.8% |
| 5 | UBERUBER TECHNOLOGIES INC | $403.92M | 5.15% | - |
| 6 | CARGCARGURUS INC | $394.19M | 5.03% | - |
| 7 | XYZBLOCK INC | $386.73M | 4.93% | +60.4% |
| 8 | DASHDOORDASH INC | $386.06M | 4.92% | +121.2% |
| 9 | CCCCCC INTELLIGENT SOLUTIONS HL | $359.72M | 4.59% | - |
| 10 | DTDYNATRACE INC | $336.74M | 4.30% | +49.1% |
| Stock | Value | Shares |
|---|---|---|
| NCNONCINO INC | $188.27M | 4,594,278 |
| FTCHQFARFETCH LTD | $160.46M | 10,612,468 |
| BZKANZHUN LIMITED | $37.32M | 1,498,373 |
| EVBGEUREVERBRIDGE INC | $18.61M | 426,486 |
| TPGTPG INC | $6.03M | 200,000 |
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