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SAN FRANCISCO, CA · CIK 0001602189
Portfolio Value
$3.91B
Positions
39
New
0
Increased
10
Decreased
11
Sold Out
13
Dragoneer Investment Group, LLC (SAN FRANCISCO, CA) reported a portfolio value of $3.91B across 39 positions in their Q2 2022 SEC 13F filing (period ending 2022-06-30). The top 10 positions account for 70.5% 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 | JAMFJAMF HLDG CORP | $443.01M | 11.34% | -8.2% |
| 2 | SNOWSNOWFLAKE INC | $390.76M | 10.00% | +49.1% |
| 3 | GTMZOOMINFO TECHNOLOGIES INC | $309.54M | 7.92% | +136.2% |
| 4 | DDOGDATADOG INC | $295.28M | 7.56% | +6.9% |
| 5 | CCCCCC INTELLIGENT SOLUTIONS HL | $237.67M | 6.08% | -20.7% |
| 6 | UBERUBER TECHNOLOGIES INC | $231.62M | 5.93% | - |
| 7 | DASHDOORDASH INC | $228.04M | 5.84% | +7.9% |
| 8 | NCNONCINO INC | $226.23M | 5.79% | +59.3% |
| 9 | CARGCARGURUS INC | $199.51M | 5.11% | - |
| 10 | DTDYNATRACE INC | $191.28M | 4.90% | -32.2% |
| Stock | Value | Shares | % Chg |
|---|---|---|---|
| SNOWSNOWFLAKE INC | $390.76M | 2,810,010 | +49.1% |
| GTMZOOMINFO TECHNOLOGIES INC | $309.54M | 9,312,205 | +136.2% |
| DDOGDATADOG INC | $295.28M | 3,100,390 | +6.9% |
| DASHDOORDASH INC | $228.04M | 3,553,629 | +7.9% |
| NCNONCINO INC | $226.23M | 7,316,557 | +59.3% |
| FNDFLOOR & DECOR HLDGS INC | $130.11M | 2,066,603 | +46.2% |
| GLBEGLOBAL E ONLINE LTD | $124.62M | 6,178,483 | +175.4% |
| PTONPELOTON INTERACTIVE INC | $93.53M | 10,188,515 | +17.5% |
| FTCHQFARFETCH LTD | $92.15M | 12,870,020 | +21.3% |
| RBLXROBLOX CORP | $34.76M | 1,057,860 | +10.4% |
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