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SAN FRANCISCO, CA · CIK 0001602189
New positions
9
Added to
5
Trimmed
7
Exited
2
Dragoneer Investment Group, LLC (SAN FRANCISCO, CA) reported a portfolio value of $6.68B across 40 positions in their Q4 2020 SEC 13F filing (period ending 2020-12-31). The top 10 positions account for 72.1% of the portfolio.
Top 30 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | SNOWSNOWFLAKE INC | $1.09B | 16.34% | -0.1% |
| 2 | UBERUBER TECHNOLOGIES INC | $715.53M | 10.71% | -21.8% |
| 3 | DASHDOORDASH INC | $623.21M | 9.33% | New |
| 4 | ABNBAIRBNB INC | $473.23M | 7.08% | New |
| 5 | DDOGDATADOG INC | $436.31M | 6.53% | -0.8% |
| 6 | XYZSQUARE INC | $386.90M | 5.79% | - |
| 7 | DTDYNATRACE INC | $371.63M | 5.56% | +18.2% |
| 8 | CARGCARGURUS INC | $271.86M | 4.07% | +35.8% |
| 9 | TWLOTWILIO INC | $254.85M | 3.81% | - |
| 10 | DUCK CREEK TECHNOLOGIES INC | $192.26M | 2.88% | - |
| Stock | Value | Shares |
|---|---|---|
| DASHDOORDASH INC | $623.21M | 4,365,720 |
| ABNBAIRBNB INC | $473.23M | 3,223,630 |
| ROOTGBPROOT INC | $145.46M | 9,259,259 |
| SMARGBPSMARTSHEET INC | $141.84M | 2,046,983 |
| FUBOGBPFUBOTV INC | $120.27M | 4,295,360 |
| DATTO HLDG CORP | $100.07M | 3,706,333 |
| HEALTH ASSURN ACQUISITION CO | $44.08M | 4,000,000 |
| ALTIMETER GROWTH CORP | $33.15M | 2,550,000 |
| LOGCCONTEXTLOGIC INC | $24.11M | 1,321,730 |
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