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SAN FRANCISCO, CA · CIK 0001602189
Portfolio Value
$705.85M
Positions
19
New
6
Increased
3
Decreased
6
Sold Out
7
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). The top 10 positions account for 80.7% of the portfolio.
Top 19 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | TWLOTWILIO INC | $109.03M | 15.45% | +28.6% |
| 2 | METAFACEBOOK INC | $79.81M | 11.31% | +80.4% |
| 3 | NOWSERVICENOW INC | $68.71M | 9.73% | -16.6% |
| 4 | WUBAUSD58 COM INC | $66.99M | 9.49% | -6.9% |
| 5 | JDJD COM INC | $54.20M | 7.68% | -16.5% |
| 6 | CNNECANNAE HLDGS INC | $47.62M | 6.75% | New |
| 7 | RDFNREDFIN CORP | $47.28M | 6.70% | +114.4% |
| 8 | BABAALIBABA GROUP HLDG LTD | $40.77M | 5.78% | - |
| 9 | NFLXNETFLIX INC | $31.09M | 4.40% | - |
| 10 | SENDGRID INC | $24.46M | 3.46% | -17.8% |
| Stock | Value | Shares |
|---|---|---|
| CNNECANNAE HLDGS INC | $47.62M | 2,525,000 |
| DBXDROPBOX INC | $23.44M | 750,000 |
| STGUSDSUNLANDS ONLINE ED GROUP | $19.95M | 2,403,000 |
| MELIMERCADOLIBRE INC | $17.82M | 50,000 |
| PAGSPAGSEGURO DIGITAL LTD | $9.58M | 250,000 |
| SNAPSNAP INC | $1.19M | 75,000 |
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