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SAN FRANCISCO, CA · CIK 0001602189
Portfolio Value
$1.28B
Positions
26
New
7
Increased
6
Decreased
8
Sold Out
3
Dragoneer Investment Group, LLC (SAN FRANCISCO, CA) reported a portfolio value of $1.28B across 26 positions in their Q4 2018 SEC 13F filing (period ending 2018-12-31). The top 10 positions account for 85.1% of the portfolio.
Top 26 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | TWLOTWILIO INC | $230.18M | 17.94% | +21.0% |
| 2 | BABAALIBABA GROUP HLDG LTD | $146.71M | 11.43% | +63.0% |
| 3 | DAYCERIDIAN HCM HLDG INC | $134.51M | 10.48% | - |
| 4 | SPOTSPOTIFY TECHNOLOGY S A | $106.40M | 8.29% | -21.2% |
| 5 | TMETENCENT MUSIC ENTMT GROUP | $103.27M | 8.05% | New |
| 6 | SENDGRID INC | $91.14M | 7.10% | +45.1% |
| 7 | GSKYGBPGREENSKY INC | $74.08M | 5.77% | +1631.4% |
| 8 | WUBAUSD58 COM INC | $72.33M | 5.64% | +31.3% |
| 9 | NOWSERVICENOW INC | $70.38M | 5.48% | - |
| 10 | METAFACEBOOK INC | $63.09M | 4.92% | -16.7% |
| Stock | Value | Shares |
|---|---|---|
| TMETENCENT MUSIC ENTMT GROUP | $103.27M | 7,811,770 |
| SHOPSHOPIFY INC | $40.41M | 291,910 |
| UPWKUPWORK INC | $27.39M | 1,512,623 |
| ESTCELASTIC N V | $21.44M | 300,000 |
| STNESTONECO LTD | $9.22M | 500,000 |
| PLANUSDANAPLAN INC | $1.33M | 50,000 |
| TTDTHE TRADE DESK INC | $655.00K | 5,643 |
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