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SAN FRANCISCO, CA · CIK 0001602189
Portfolio Value
$2.36B
Positions
24
New
5
Increased
4
Decreased
7
Sold Out
3
Dragoneer Investment Group, LLC (SAN FRANCISCO, CA) reported a portfolio value of $2.36B across 24 positions in their Q3 2019 SEC 13F filing (period ending 2019-09-30). The top 10 positions account for 86.7% of the portfolio.
Top 24 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | UBERUBER TECHNOLOGIES INC | $647.80M | 27.41% | - |
| 2 | TWLOTWILIO INC | $308.18M | 13.04% | -7.4% |
| 3 | DDOGDATADOG INC | $255.83M | 10.83% | New |
| 4 | BABAALIBABA GROUP HLDG LTD | $187.81M | 7.95% | - |
| 5 | DAYCERIDIAN HCM HLDG INC | $139.49M | 5.90% | +5.9% |
| 6 | DTDYNATRACE INC | $128.26M | 5.43% | New |
| 7 | GSKYGBPGREENSKY INC | $105.06M | 4.45% | +7.4% |
| 8 | NOWSERVICENOW INC | $100.47M | 4.25% | +25.8% |
| 9 | NBISYANDEX N V | $90.81M | 3.84% | +74.5% |
| 10 | LVGOLIVONGO HEALTH INC | $84.06M | 3.56% | New |
| Stock | Value | Shares |
|---|---|---|
| DDOGDATADOG INC | $255.83M | 7,544,323 |
| DTDYNATRACE INC | $128.26M | 6,869,735 |
| LVGOLIVONGO HEALTH INC | $84.06M | 4,820,102 |
| PTONPELOTON INTERACTIVE INC | $29.92M | 1,192,000 |
| MDLAMEDALLIA INC | $13.71M | 500,000 |
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