SmartMoneyDB

Dragoneer Investment Group, LLC

SAN FRANCISCO, CA · CIK 0001602189

Portfolio Value: $6.99B
Positions: 48
Period: 2021-03-31
Filed: 2021-05-17
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

$6.99B

Positions

48

New

15

Increased

6

Decreased

3

Sold Out

89

Dragoneer Investment Group, LLC Q1 2021 13F Filing Summary

Dragoneer Investment Group, LLC (SAN FRANCISCO, CA) reported a portfolio value of $6.99B across 48 positions in their Q1 2021 SEC 13F filing (period ending 2021-03-31). Top holdings include SNOWFLAKE INC ($751.26M), UBER TECHNOLOGIES INC ($617.09M), AIRBNB INC ($605.85M). The top 10 positions account for 62.1% of the portfolio. This quarter saw 15 new positions, 6 increases, 3 reductions, 89 complete exits. Notable new buys: ROBLOX CORP ($129.66M), BUMBLE INC ($124.76M), PLAYTIKA HLDG CORP ($112.24M). Notable exits: SUNLANDS TECHNOLOGY GROUP, TENCENT MUSIC ENTMT GROUP, JFROG LTD.

All Holdings

#StockValue↓WeightChange
1
SNOWFLAKE INC
CL A
$751.26M
10.75%
-15.5%
2
UBER TECHNOLOGIES INC
COM
$617.09M
8.83%
-19.3%
3
AIRBNB INC
COM CL A
$605.85M
8.67%
-
4
DOORDASH INC
CL A
$484.90M
6.94%
-15.3%
5
DYNATRACE INC
COM NEW
$415.08M
5.94%
+0.2%
6
SQUARE INC
CL A
$403.62M
5.78%
-
7
DATADOG INC
CL A COM
$372.90M
5.34%
+1.0%
8
TWILIO INC
CL A
$264.90M
3.79%
+3.3%
9
CARGURUS INC
COM CL A
$221.23M
3.17%
+8.4%
10
DUCK CREEK TECHNOLOGIES INC
SHS
$200.43M
2.87%
-
11
JAMF HLDG CORP
COM
$199.46M
2.85%
+3.8%
12
ALIBABA GROUP HLDG LTD
SPONSORED ADS
$181.89M
2.60%
-
13
ZOOMINFO TECHNOLOGIES INC
COM CL A
$164.63M
2.36%
-
14
FLOOR & DECOR HLDGS INC
CL A
$149.94M
2.15%
-
15
PELOTON INTERACTIVE INC
CL A COM
$147.69M
2.11%
+3577.7%
16
SMARTSHEET INC
COM CL A
$130.84M
1.87%
-
17
ROBLOX CORP
CL A
$129.66M
1.86%
New
18
BUMBLE INC
COM CL A
$124.76M
1.79%
New
19
ROOT INC
COM CL A
$117.87M
1.69%
-
20
PLAYTIKA HLDG CORP
COM
$112.24M
1.61%
New
21
AGORA INC
ADS
$100.43M
1.44%
-
22
UNITY SOFTWARE INC
COM
$100.31M
1.44%
-
23
FACEBOOK INC
CL A
$99.96M
1.43%
-
24
FUBOTV INC
COM
$95.01M
1.36%
-
25
DATTO HLDG CORP
COM
$84.91M
1.22%
-
26
KE HLDGS INC
SPONSORED ADS
$71.22M
1.02%
-
27
OSCAR HEALTH INC
CL A
$68.38M
0.98%
New
28
THOMA BRAVO ADVANTAGE
COM CL A
$62.70M
0.90%
New
29
TUYA INC
SPONSERED ADS
$60.25M
0.86%
New
30
GOODRX HLDGS INC
COM CL A
$50.73M
0.73%
-
31
SANA BIOTECHNOLOGY INC
COM
$50.20M
0.72%
New
32
XPENG INC
ADS
$43.81M
0.63%
-
33
HEALTH ASSURN ACQUISITION CO
UNIT 99/99/9999
$43.04M
0.62%
-
34
ALTIMETER GROWTH CORP
UNIT 99/99/9999
$31.19M
0.45%
-
35
QUALTRICS INTL INC
COM CL A
$26.33M
0.38%
New
36
ACV AUCTIONS INC
COM CL A
$25.96M
0.37%
New
37
ON24 INC
COM
$24.25M
0.35%
New
38
CERIDIAN HCM HLDG INC
COM
$22.46M
0.32%
-
39
POSHMARK INC
COM CL A
$22.33M
0.32%
New
40
CONTEXTLOGIC INC
COM CL A
$20.88M
0.30%
-
41
OLO INC
CL A
$19.79M
0.28%
New
42
OAK STR HEALTH INC
COM
$19.00M
0.27%
-
43
NCINO INC
COM
$18.35M
0.26%
-
44
COURSERA INC
COM
$15.75M
0.23%
New
45
SUPERNOVA PARTNERS ACQUISITI
UNIT 99/99/9999
$7.03M
0.10%
New
46
AFFIRM HLDGS INC
COM CL A
$5.30M
0.08%
New
47
PINTEREST INC
CL A
$1.85M
0.03%
-
48
DRAGONEER GROWTH OPPORTUN CO
UNIT 08/18/2027
$104.00K
0.00%
-

Position Changes

StockValueShares
ROBLOX CORP
$129.66M1,999,999
BUMBLE INC
$124.76M2,000,000
PLAYTIKA HLDG CORP
$112.24M4,125,000
OSCAR HEALTH INC
$68.38M2,543,841
THOMA BRAVO ADVANTAGE
$62.70M6,000,000
TUYA INC
$60.25M2,850,000
SANA BIOTECHNOLOGY INC
$50.20M1,500,000
QUALTRICS INTL INC
$26.33M800,000
ACV AUCTIONS INC
$25.96M750,000
ON24 INC
$24.25M500,000
POSHMARK INC
$22.33M550,000
OLO INC
$19.79M750,000
COURSERA INC
$15.75M350,000
SUPERNOVA PARTNERS ACQUISITI
$7.03M700,000
AFFIRM HLDGS INC
$5.30M75,000