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SAN FRANCISCO, CA · CIK 0001602189
New positions
6
Added to
4
Trimmed
9
Exited
3
Dragoneer Investment Group, LLC (SAN FRANCISCO, CA) reported a portfolio value of $4.34B across 29 positions in their Q3 2023 SEC 13F filing (period ending 2023-09-30). The top 10 positions account for 72.4% of the portfolio.
Top 29 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | GLBEGLOBAL E ONLINE LTD | $446.47M | 10.28% | -11.6% |
| 2 | XYZBLOCK INC | $397.10M | 9.14% | +91.5% |
| 3 | GTMZOOMINFO TECHNOLOGIES INC | $362.77M | 8.35% | - |
| 4 | DASHDOORDASH INC | $352.34M | 8.11% | -6.6% |
| 5 | PDDPDD HOLDINGS INC | $297.68M | 6.85% | +16.8% |
| 6 | JAMFJAMF HLDG CORP | $291.73M | 6.71% | - |
| 7 | DDOGDATADOG INC | $278.56M | 6.41% | -14.9% |
| 8 | RBLXROBLOX CORP | $268.09M | 6.17% | +257.2% |
| 9 | NCNONCINO INC | $254.40M | 5.86% | -1.9% |
| 10 | CPNGCOUPANG INC | $194.95M | 4.49% | New |
| Stock | Value | Shares |
|---|---|---|
| CPNGCOUPANG INC | $194.95M | 11,467,417 |
| BZKANZHUN LIMITED | $177.73M | 11,715,799 |
| CARTMAPLEBEAR INC | $44.57M | 1,501,285 |
| ARMARM HOLDINGS PLC | $40.14M | 750,000 |
| ESMTUSDENGAGESMART INC | $39.43M | 2,191,705 |
| KVYOKLAVIYO INC | $17.25M | 500,000 |
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