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SAN FRANCISCO, CA · CIK 0001602189
Portfolio Value
$4.84B
Positions
26
New
4
Increased
6
Decreased
5
Sold Out
8
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). The top 10 positions account for 72.1% of the portfolio.
Top 26 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | GTMZOOMINFO TECHNOLOGIES INC | $561.63M | 11.60% | +4.3% |
| 2 | GLBEGLOBAL E ONLINE LTD | $520.48M | 10.75% | -5.9% |
| 3 | DASHDOORDASH INC | $362.65M | 7.49% | +8.9% |
| 4 | DDOGDATADOG INC | $353.67M | 7.30% | -12.9% |
| 5 | UBERUBER TECHNOLOGIES INC | $323.30M | 6.68% | - |
| 6 | JAMFJAMF HLDG CORP | $322.46M | 6.66% | - |
| 7 | XYZBLOCK INC | $311.91M | 6.44% | +50.5% |
| 8 | SNOWSNOWFLAKE INC | $265.97M | 5.49% | -51.1% |
| 9 | NCNONCINO INC | $245.57M | 5.07% | - |
| 10 | NUNU HLDGS LTD | $222.05M | 4.58% | - |
| Stock | Value | Shares |
|---|---|---|
| PDDPDD HOLDINGS INC | $179.61M | 2,597,734 |
| TOSTTOAST INC | $102.49M | 4,540,985 |
| GRABGRAB HOLDINGS LIMITED | $49.24M | 14,354,912 |
| KVUEKENVUE INC | $42.27M | 1,600,000 |
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