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SAN FRANCISCO, CA · CIK 0001602189
Portfolio Value
$610.50M
Positions
20
New
6
Increased
4
Decreased
4
Sold Out
6
Dragoneer Investment Group, LLC (SAN FRANCISCO, CA) reported a portfolio value of $610.50M across 20 positions in their Q4 2017 SEC 13F filing (period ending 2017-12-31). The top 10 positions account for 79.3% of the portfolio.
Top 20 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | JDJD COM INC | $66.39M | 10.87% | - |
| 2 | NOWSERVICENOW INC | $64.93M | 10.64% | - |
| 3 | WUBAUSD58 COM INC | $64.51M | 10.57% | -20.4% |
| 4 | TWLOTWILIO INC | $52.42M | 8.59% | +215.4% |
| 5 | METAFACEBOOK INC | $48.86M | 8.00% | - |
| 6 | MULEUSDMULESOFT INC | $48.23M | 7.90% | +650.6% |
| 7 | ETSYETSY INC | $40.90M | 6.70% | -20.6% |
| 8 | BABAALIBABA GROUP HLDG LTD | $38.30M | 6.27% | - |
| 9 | RDFNREDFIN CORP | $30.26M | 4.96% | - |
| 10 | BLBLACKLINE INC | $29.57M | 4.84% | -36.6% |
| Stock | Value | Shares |
|---|---|---|
| SENDGRID INC | $25.34M | 1,057,290 |
| SAILEURSAILPOINT TECHNLGIES HLDGS I | $18.13M | 1,250,000 |
| RISE ED CAYMAN LTD | $7.76M | 525,000 |
| PPDFEURPPDAI GROUP INC | $6.15M | 865,200 |
| LXLEXINFINTECH HLDGS LTD | $3.48M | 250,000 |
| JTUSDJIANPU TECHNOLOGY INC | $1.30M | 200,000 |
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