SmartMoneyDB

Dragoneer Investment Group, LLC

SAN FRANCISCO, CA · CIK 0001602189

Portfolio Value: $8.71B
Positions: 64
Period: 2021-12-31
Filed: 2022-02-15
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

$8.71B

Positions

64

New

15

Increased

7

Decreased

8

Sold Out

133

Dragoneer Investment Group, LLC Q4 2021 13F Filing Summary

Dragoneer Investment Group, LLC (SAN FRANCISCO, CA) reported a portfolio value of $8.71B across 64 positions in their Q4 2021 SEC 13F filing (period ending 2021-12-31). Top holdings include NU HLDGS LTD ($1.45B), JAMF HLDG CORP ($766.79M), RIVIAN AUTOMOTIVE INC ($540.02M). The top 10 positions account for 62.5% of the portfolio. This quarter saw 15 new positions, 7 increases, 8 reductions, 133 complete exits. Notable new buys: NU HLDGS LTD ($1.45B), RIVIAN AUTOMOTIVE INC ($540.02M), ENFUSION INC ($134.48M). Notable exits: CCC INTELLIGENT SOLUTIONS HL, FUBOTV INC, TUYA INC.

All Holdings

#StockValue↓WeightChange
1
NU HLDGS LTD
ORD SHS CL A
$1.45B
16.69%
New
2
JAMF HLDG CORP
COM
$766.79M
8.80%
-
3
RIVIAN AUTOMOTIVE INC
COM CL A
$540.02M
6.20%
New
4
DATADOG INC
CL A COM
$486.63M
5.59%
-
5
UBER TECHNOLOGIES INC
COM
$474.67M
5.45%
-
6
SNOWFLAKE INC
CL A
$466.91M
5.36%
-38.8%
7
CCC INTELLIGENT SOLUTIONS HL
COM
$371.12M
4.26%
+2.9%
8
CARGURUS INC
COM CL A
$312.31M
3.58%
-
9
DYNATRACE INC
COM NEW
$289.33M
3.32%
-7.7%
10
BLOCK INC
CL A
$287.12M
3.30%
-
11
CLEARWATER ANALYTICS HLDGS I
CL A
$271.82M
3.12%
+294.3%
12
PROCORE TECHNOLOGIES INC
COM
$247.52M
2.84%
-0.5%
13
DOORDASH INC
CL A
$221.74M
2.55%
-1.5%
14
TWILIO INC
CL A
$204.72M
2.35%
-
15
FLOOR & DECOR HLDGS INC
CL A
$183.75M
2.11%
-
16
PELOTON INTERACTIVE INC
CL A COM
$172.80M
1.98%
+41.9%
17
ENDEAVOR GROUP HLDGS INC
CL A COM
$145.38M
1.67%
-
18
ENFUSION INC
CL A
$134.48M
1.54%
New
19
CS DISCO INC
COM
$122.50M
1.41%
+277.1%
20
META PLATFORMS INC
CL A
$114.15M
1.31%
-
21
AIRBNB INC
COM CL A
$109.88M
1.26%
-
22
SAMSARA INC
COM CL A
$108.16M
1.24%
New
23
ZOOMINFO TECHNOLOGIES INC
COM CL A
$108.07M
1.24%
-50.0%
24
CVENT HOLDING CORP
COMMON STOCK
$102.55M
1.18%
New
25
ROBLOX CORP
CL A
$98.83M
1.13%
-
26
DATTO HLDG CORP
COM
$97.66M
1.12%
-
27
NCINO INC
COM
$87.76M
1.01%
+481.7%
28
GLOBAL E ONLINE LTD
SHS
$78.28M
0.90%
-
29
BUMBLE INC
COM CL A
$67.72M
0.78%
-
30
ENGAGESMART INC
COMMON STOCK
$66.90M
0.77%
+32.1%
31
ROBINHOOD MKTS INC
COM CL A
$65.44M
0.75%
-52.4%
32
GOODRX HLDGS INC
COM CL A
$42.48M
0.49%
-
33
HEALTH ASSURN ACQUISITION CO
COM CL A
$39.08M
0.45%
-
34
SQUARESPACE INC
CLASS A
$37.90M
0.43%
-
35
PLAYTIKA HLDG CORP
COM
$35.66M
0.41%
-50.0%
36
UIPATH INC
CL A
$32.30M
0.37%
-
37
ARCO PLATFORM LTD
COM CL A
$28.43M
0.33%
+0.0%
38
SANA BIOTECHNOLOGY INC
COM
$23.22M
0.27%
-
39
GITLAB INC
CLASS A COM
$21.75M
0.25%
New
40
GRAB HOLDINGS LIMITED
CLASS A ORD
$21.46M
0.25%
New
41
OSCAR HEALTH INC
CL A
$19.97M
0.23%
-
42
BRAZE INC
COM CL A
$19.29M
0.22%
New
43
NEXTDOOR HOLDINGS INC
COM CL A
$15.78M
0.18%
New
44
OLO INC
CL A
$15.61M
0.18%
-
45
DUOLINGO INC
CL A COM
$13.26M
0.15%
-
46
ON HLDG AG
NAMEN AKT A
$11.34M
0.13%
New
47
HASHICORP INC
COM CL A
$10.93M
0.13%
New
48
HIPPO HLDGS INC
COMMON STOCK
$9.42M
0.11%
-
49
ROOT INC
COM CL A
$8.61M
0.10%
-70.0%
50
SUPERNOVA PARTNERS ACQUISTN
SHS CL A
$7.20M
0.08%
New
Showing 1-50 of 64

Position Changes

StockValueShares
NU HLDGS LTD
$1.45B155,035,176
RIVIAN AUTOMOTIVE INC
$540.02M5,208,074
ENFUSION INC
$134.48M6,422,221
SAMSARA INC
$108.16M3,847,799
CVENT HOLDING CORP
$102.55M12,552,000
GITLAB INC
$21.75M250,000
GRAB HOLDINGS LIMITED
$21.46M3,010,000
BRAZE INC
$19.29M250,000
NEXTDOOR HOLDINGS INC
$15.78M2,000,000
ON HLDG AG
$11.34M300,000
HASHICORP INC
$10.93M120,000
SUPERNOVA PARTNERS ACQUISTN
$7.20M700,000
UDEMY INC
$3.91M200,000
SUPERNOVA PARTNERS ACQUISTN
$415.00K175,000
GRAB HOLDINGS LIMITED
$215.00K102,000