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Dragoneer Investment Group, LLC

SAN FRANCISCO, CA · CIK 0001602189

Portfolio Value: $4.84B
Positions: 26
Period: 2023-06-30
Filed: 2023-08-14
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

$4.84B

Positions

26

New

3

Increased

7

Decreased

5

Sold Out

178

Dragoneer Investment Group, LLC Q2 2023 13F Filing Summary

Dragoneer Investment Group, LLC (SAN FRANCISCO, CA) reported a portfolio value of $4.84B across 26 positions in their Q2 2023 SEC 13F filing (period ending 2023-06-30). Top holdings include ZOOMINFO TECHNOLOGIES INC ($561.63M), GLOBAL E ONLINE LTD ($520.48M), DOORDASH INC ($362.65M). The top 10 positions account for 72.1% of the portfolio. This quarter saw 3 new positions, 7 increases, 5 reductions, 178 complete exits. Notable new buys: PDD HOLDINGS INC ($179.61M), TOAST INC ($102.49M), KENVUE INC ($42.27M). Notable exits: CVENT HOLDING CORP, ENFUSION INC, SCHWAB CHARLES CORP.

All Holdings

#StockValue↓WeightChange
1
ZOOMINFO TECHNOLOGIES INC
COMMON STOCK
$561.63M
11.60%
+4.3%
2
GLOBAL E ONLINE LTD
SHS
$520.48M
10.75%
-5.9%
3
DOORDASH INC
CL A
$362.65M
7.49%
+8.9%
4
DATADOG INC
CL A COM
$353.67M
7.30%
-12.9%
5
UBER TECHNOLOGIES INC
COM
$323.30M
6.68%
-
6
JAMF HLDG CORP
COM
$322.46M
6.66%
-
7
BLOCK INC
CL A
$311.91M
6.44%
+50.5%
8
SNOWFLAKE INC
CL A
$265.97M
5.49%
-51.1%
9
NCINO INC
COM
$245.57M
5.07%
-
10
NU HLDGS LTD
ORD SHS CL A
$222.05M
4.58%
-
11
CARGURUS INC
COM CL A
$210.09M
4.34%
-
12
FARFETCH LTD
ORD SH CL A
$205.25M
4.24%
+32.2%
13
PDD HOLDINGS INC
SPONSORED ADS
$179.61M
3.71%
New
14
CCC INTELLIGENT SOLUTIONS HL
COM
$158.86M
3.28%
-2.8%
15
PELOTON INTERACTIVE INC
CL A COM
$110.31M
2.28%
+51.0%
16
ROBLOX CORP
CL A
$104.44M
2.16%
-
17
TOAST INC
CL A
$102.49M
2.12%
New
18
OSCAR HEALTH INC
CL A
$65.69M
1.36%
+4.9%
19
PROCORE TECHNOLOGIES INC
COM
$57.42M
1.19%
-47.3%
20
GRAB HOLDINGS LIMITED
CLASS A ORD
$49.24M
1.02%
+0.0%
21
KENVUE INC
COM
$42.27M
0.87%
New
22
CLEARWATER ANALYTICS HLDGS I
CL A
$39.90M
0.82%
-
23
ARCO PLATFORM LTD
COM CL A
$19.00M
0.39%
-
24
NEXTDOOR HOLDINGS INC
COM CL A
$6.52M
0.13%
-
25
ROOT INC
CL A NEW
$1.38M
0.03%
-
26
23ANDME HOLDING CO
CLASS A COM
$875.00K
0.02%
-

Position Changes

StockValueShares
PDD HOLDINGS INC
$179.61M2,597,734
TOAST INC
$102.49M4,540,985
KENVUE INC
$42.27M1,600,000