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SAN FRANCISCO, CA · CIK 0001602189
Portfolio Value
$2.41B
Positions
21
New
3
Increased
3
Decreased
9
Sold Out
6
Dragoneer Investment Group, LLC (SAN FRANCISCO, CA) reported a portfolio value of $2.41B across 21 positions in their Q4 2019 SEC 13F filing (period ending 2019-12-31). The top 10 positions account for 91.8% of the portfolio.
Top 21 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | UBERUBER TECHNOLOGIES INC | $635.24M | 26.36% | +0.5% |
| 2 | TWLOTWILIO INC | $293.87M | 12.19% | +6.7% |
| 3 | DDOGDATADOG INC | $260.72M | 10.82% | -8.5% |
| 4 | BABAALIBABA GROUP HLDG LTD | $228.23M | 9.47% | -4.2% |
| 5 | DTDYNATRACE INC | $196.71M | 8.16% | +13.2% |
| 6 | DAYCERIDIAN HCM HLDG INC | $145.02M | 6.02% | -24.4% |
| 7 | GSKYGBPGREENSKY INC | $136.59M | 5.67% | - |
| 8 | LVGOLIVONGO HEALTH INC | $114.77M | 4.76% | -5.0% |
| 9 | NOWSERVICENOW INC | $111.74M | 4.64% | - |
| 10 | WUBAUSD58 COM INC | $88.78M | 3.68% | -4.9% |
| Stock | Value | Shares |
|---|---|---|
| XPXP INC | $46.60M | 1,209,758 |
| BILLBILL COM HLDGS INC | $17.20M | 451,923 |
| ZMZOOM VIDEO COMMUNICATIONS IN | $6.80M | 100,000 |
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