Dragoneer Investment Group, LLC
SAN FRANCISCO, CA · CIK 0001602189
Portfolio Value: $1.28B
Positions: 25
Period: 2018-12-31
Filed: 2019-02-14
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
$1.28B
Positions
25
New
6
Increased
7
Decreased
7
Sold Out
57
Dragoneer Investment Group, LLC Q4 2018 13F Filing Summary
Dragoneer Investment Group, LLC (SAN FRANCISCO, CA) reported a portfolio value of $1.28B across 25 positions in their Q4 2018 SEC 13F filing (period ending 2018-12-31). Top holdings include TWILIO INC ($230.18M), ALIBABA GROUP HLDG LTD ($146.71M), CERIDIAN HCM HLDG INC ($134.51M). The top 10 positions account for 85.1% of the portfolio. This quarter saw 6 new positions, 7 increases, 7 reductions, 57 complete exits. Notable new buys: TENCENT MUSIC ENTMT GROUP ($103.27M), SHOPIFY INC ($40.41M), UPWORK INC ($27.39M). Notable exits: TENABLE HLDGS INC, APPFOLIO INC, DROPBOX INC.
All Holdings
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | TWILIO INC CL A | $230.18M | 17.94% | +21.0% |
| 2 | ALIBABA GROUP HLDG LTD SPONSORED ADS | $146.71M | 11.43% | +63.0% |
| 3 | CERIDIAN HCM HLDG INC COM | $134.51M | 10.48% | - |
| 4 | SPOTIFY TECHNOLOGY S A SHS | $106.40M | 8.29% | -21.2% |
| 5 | TENCENT MUSIC ENTMT GROUP SPON ADS | $103.27M | 8.05% | New |
| 6 | SENDGRID INC COM | $91.14M | 7.10% | +45.1% |
| 7 | GREENSKY INC CL A | $74.08M | 5.77% | +1631.4% |
| 8 | 58 COM INC SPON ADR REP A | $72.33M | 5.64% | +31.3% |
| 9 | SERVICENOW INC COM | $70.38M | 5.48% | - |
| 10 | FACEBOOK INC CL A | $63.09M | 4.92% | -16.7% |
| 11 | SHOPIFY INC CL A | $40.41M | 3.15% | New |
| 12 | UPWORK INC COM | $27.39M | 2.13% | New |
| 13 | MERCADOLIBRE INC COM | $26.21M | 2.04% | - |
| 14 | NETFLIX INC COM | $21.90M | 1.71% | +2.6% |
| 15 | ELASTIC N V ORD SHS | $21.44M | 1.67% | New |
| 16 | FARFETCH LTD ORD SH CL A | $17.71M | 1.38% | -50.0% |
| 17 | SUNLANDS ONLINE ED GROUP ADS | $9.64M | 0.75% | - |
| 18 | STONECO LTD COM CL A | $9.22M | 0.72% | New |
| 19 | EVENTBRITE INC COM CL A | $4.31M | 0.34% | -22.5% |
| 20 | REDFIN CORP COM | $4.17M | 0.33% | -91.2% |
| 21 | JD COM INC SPON ADR CL A | $4.07M | 0.32% | -25.6% |
| 22 | SMARTSHEET INC COM CL A | $1.71M | 0.13% | -80.5% |
| 23 | ANAPLAN INC COM | $1.33M | 0.10% | New |
| 24 | DOMO INC COM CL B | $950.00K | 0.07% | - |
| 25 | THE TRADE DESK INC COM CL A | $655.00K | 0.05% | +0.0% |
Position Changes
| Stock | Value | Shares |
|---|---|---|
TENCENT MUSIC ENTMT GROUP | $103.27M | 7,811,770 |
SHOPIFY INC | $40.41M | 291,910 |
UPWORK INC | $27.39M | 1,512,623 |
ELASTIC N V | $21.44M | 300,000 |
STONECO LTD | $9.22M | 500,000 |
ANAPLAN INC | $1.33M | 50,000 |