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SAN FRANCISCO, CA · CIK 0001602189
Portfolio Value
$3.02B
Positions
23
New
5
Increased
2
Decreased
13
Sold Out
6
Dragoneer Investment Group, LLC (SAN FRANCISCO, CA) reported a portfolio value of $3.02B across 23 positions in their Q2 2020 SEC 13F filing (period ending 2020-06-30). The top 10 positions account for 83.3% of the portfolio.
Top 23 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | UBERUBER TECHNOLOGIES INC | $620.87M | 20.57% | -6.7% |
| 2 | DDOGDATADOG INC | $427.85M | 14.17% | -23.4% |
| 3 | DTDYNATRACE INC | $266.37M | 8.82% | -23.4% |
| 4 | TWLOTWILIO INC | $255.85M | 8.48% | -64.9% |
| 5 | XYZSQUARE INC | $186.55M | 6.18% | +7.7% |
| 6 | LVGOLIVONGO HEALTH INC | $178.22M | 5.90% | -48.2% |
| 7 | GTMZOOMINFO TECHNOLOGIES INC | $159.05M | 5.27% | New |
| 8 | BABAALIBABA GROUP HLDG LTD | $150.90M | 5.00% | -19.4% |
| 9 | CARGCARGURUS INC | $144.27M | 4.78% | +56.3% |
| 10 | NOWSERVICENOW INC | $123.38M | 4.09% | -7.9% |
| Stock | Value | Shares |
|---|---|---|
| GTMZOOMINFO TECHNOLOGIES INC | $159.05M | 3,116,769 |
| FNDFLOOR & DECOR HLDGS INC | $90.53M | 1,570,362 |
| APIAGORA INC | $88.24M | 1,997,733 |
| ARCO PLATFORM LTD | $9.12M | 209,776 |
| CRWDCROWDSTRIKE HLDGS INC | $1.00M | 10,000 |
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