Dragoneer Investment Group, LLC
SAN FRANCISCO, CA · CIK 0001602189
Portfolio Value: $705.85M
Positions: 19
Period: 2018-03-31
Filed: 2018-05-14
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022Q2 2022Q1 2022Q4 2021Q3 2021Q2 2021Q1 2021Q4 2020Q3 2020Q2 2020Q1 2020Q4 2019Q3 2019Q2 2019Q1 2019Q4 2018Q3 2018Q2 2018Q1 2018Q4 2017Q3 2017Q2 2017Q1 2017Q4 2016Q3 2016Q2 2016Q1 2016Q4 2015Q3 2015Q2 2015Q1 2015Q4 2014
Portfolio Value
$705.85M
Positions
19
New
5
Increased
4
Decreased
6
Sold Out
47
Dragoneer Investment Group, LLC Q1 2018 13F Filing Summary
Dragoneer Investment Group, LLC (SAN FRANCISCO, CA) reported a portfolio value of $705.85M across 19 positions in their Q1 2018 SEC 13F filing (period ending 2018-03-31). Top holdings include TWILIO INC ($109.03M), FACEBOOK INC ($79.81M), SERVICENOW INC ($68.71M). The top 10 positions account for 80.7% of the portfolio. This quarter saw 5 new positions, 4 increases, 6 reductions, 47 complete exits. Notable new buys: CANNAE HLDGS INC ($47.62M), DROPBOX INC ($23.44M), SUNLANDS ONLINE ED GROUP ($19.95M). Notable exits: MULESOFT INC, SAILPOINT TECHNLGIES HLDGS I, PPDAI GROUP INC.
All Holdings
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | TWILIO INC CL A | $109.03M | 15.45% | +28.6% |
| 2 | FACEBOOK INC CL A | $79.81M | 11.31% | +80.4% |
| 3 | SERVICENOW INC COM | $68.71M | 9.73% | -16.6% |
| 4 | 58 COM INC SPON ADR REP A | $66.99M | 9.49% | -6.9% |
| 5 | JD COM INC SPON ADR CL A | $54.20M | 7.68% | -16.5% |
| 6 | CANNAE HLDGS INC COM | $47.62M | 6.75% | New |
| 7 | REDFIN CORP COM | $47.28M | 6.70% | +114.4% |
| 8 | ALIBABA GROUP HLDG LTD SPONSORED ADS | $40.77M | 5.78% | - |
| 9 | NETFLIX INC COM | $31.09M | 4.40% | - |
| 10 | SENDGRID INC COM | $24.46M | 3.46% | -17.8% |
| 11 | DROPBOX INC COM | $23.44M | 3.32% | New |
| 12 | APPFOLIO INC COM CL A | $23.09M | 3.27% | - |
| 13 | MAKEMYTRIP LIMITED MAURITIUS SHS | $22.13M | 3.14% | - |
| 14 | SUNLANDS ONLINE ED GROUP ADS | $19.95M | 2.83% | New |
| 15 | MERCADOLIBRE INC COM | $17.82M | 2.52% | New |
| 16 | BLACKLINE INC COM | $11.14M | 1.58% | -68.5% |
| 17 | PAGSEGURO DIGITAL LTD COM CL A | $9.58M | 1.36% | New |
| 18 | ETSY INC COM | $7.55M | 1.07% | -86.6% |
| 19 | SNAP INC CL A | $1.19M | 0.17% | +0.0% |
Position Changes
| Stock | Value | Shares |
|---|---|---|
CANNAE HLDGS INC | $47.62M | 2,525,000 |
DROPBOX INC | $23.44M | 750,000 |
SUNLANDS ONLINE ED GROUP | $19.95M | 2,403,000 |
MERCADOLIBRE INC | $17.82M | 50,000 |
PAGSEGURO DIGITAL LTD | $9.58M | 250,000 |