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SAN FRANCISCO, CA · CIK 0001602189
Portfolio Value
$1.23B
Positions
22
New
4
Increased
5
Decreased
10
Sold Out
4
Dragoneer Investment Group, LLC (SAN FRANCISCO, CA) reported a portfolio value of $1.23B across 22 positions in their Q3 2018 SEC 13F filing (period ending 2018-09-30). The top 10 positions account for 88.7% of the portfolio.
Top 22 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | SPOTSPOTIFY TECHNOLOGY S A | $215.22M | 17.56% | - |
| 2 | TWLOTWILIO INC | $183.84M | 15.00% | -19.2% |
| 3 | DAYCERIDIAN HCM HLDG INC | $163.92M | 13.37% | -10.6% |
| 4 | BABAALIBABA GROUP HLDG LTD | $108.19M | 8.83% | +195.6% |
| 5 | METAFACEBOOK INC | $95.00M | 7.75% | +1.0% |
| 6 | NOWSERVICENOW INC | $77.33M | 6.31% | - |
| 7 | WUBAUSD58 COM INC | $74.77M | 6.10% | +21.1% |
| 8 | RDFNREDFIN CORP | $61.26M | 5.00% | +58.2% |
| 9 | FTCHQFARFETCH LTD | $54.46M | 4.44% | New |
| 10 | SENDGRID INC | $53.54M | 4.37% | -4.8% |
| Stock | Value | Shares |
|---|---|---|
| FTCHQFARFETCH LTD | $54.46M | 2,000,000 |
| TENBTENABLE HLDGS INC | $11.66M | 300,000 |
| EBEVENTBRITE INC | $7.59M | 200,000 |
| EB4EVENTBRITE INC | $7.59M | 200,000 |
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