Dragoneer Investment Group, LLC Q1 2015 13F Holdings & Portfolio | SmartMoneyDB

Dragoneer Investment Group, LLC

SAN FRANCISCO, CA · CIK 0001602189

Portfolio Value: $216.12M

Positions: 9

Period: 2015-03-31

Filed: 2015-05-15

Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024

Portfolio Value

$216.12M

Positions

New

Increased

Decreased

Sold Out

Dragoneer Investment Group, LLC Q1 2015 13F Filing Summary

Dragoneer Investment Group, LLC (SAN FRANCISCO, CA) reported a portfolio value of $216.12M across 9 positions in their Q1 2015 SEC 13F filing (period ending 2015-03-31). The top 10 positions account for 100.0% of the portfolio.

Top holdings: BABA$91.56M·YELP$34.69M·WUBAUSD$31.14M·HORTONWORKS INC$12.34M·JD$12.14M

+1 new3 increased3 reduced2 exits

Holdings Heatmap

BABA42.4% · $91.56M+4.8%YELP16.1% · $34.69M+92.3%WUBAUSD14.4% · $31.14M-10.1%4408945.7%-0.0%JD5.6%OASEUR5.3%New

NEWREUR4.6% · $9.97M EQIX3.7% · $7.94M-38.0%FRPT2.3% · $4.89M+22.3%

Top 9 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.

Largest Trades This Quarter

New Positions1

Largest Adds3

ALIBABA GROUP HLDG LTD

Largest Reductions3

Exits2

All Holdings

#	Stock	Value↓	Shares	Weight	Change
1	BABAALIBABA GROUP HLDG LTD	$91.56M	1,100,000	42.37%	+4.8%
2	YELPYELP INC	$34.69M	732,595	16.05%	+92.3%
3	WUBAUSD58 COM INC	$31.14M	588,840	14.41%	-10.1%
4	HORTONWORKS INC	$12.34M	517,550	5.71%	-0.0%
5	JDJD COM INC	$12.14M	413,360	5.62%	-
6	OASEUROASIS PETROLEUM INC	$11.45M	805,000	5.30%	New
7	NEWREURNEW RELIC INC	$9.97M	287,210	4.61%	-
8	EQIXEQUINIX INC	$7.94M	34,100	3.67%	-38.0%
9	FRPTFRESHPET INC	$4.89M	251,805	2.26%	+22.3%

Position Changes

Stock	Value	Shares
OASEUROASIS PETROLEUM INC	$11.45M	805,000

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