SmartMoneyDB

Dragoneer Investment Group, LLC

SAN FRANCISCO, CA · CIK 0001602189

Portfolio Value: $4.61B
Positions: 28
Period: 2023-12-31
Filed: 2024-02-14
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

$4.61B

Positions

28

New

1

Increased

4

Decreased

11

Sold Out

181

Dragoneer Investment Group, LLC Q4 2023 13F Filing Summary

Dragoneer Investment Group, LLC (SAN FRANCISCO, CA) reported a portfolio value of $4.61B across 28 positions in their Q4 2023 SEC 13F filing (period ending 2023-12-31). Top holdings include GLOBAL E ONLINE LTD ($492.88M), BLOCK INC ($479.42M), ROBLOX CORP ($423.24M). The top 10 positions account for 77.3% of the portfolio. This quarter saw 1 new positions, 4 increases, 11 reductions, 181 complete exits. Notable new buy: BIRKENSTOCK HOLDING PLC ($14.62M). Notable exits: ARCO PLATFORM LTD, ARM HOLDINGS PLC, FARFETCH LTD.

All Holdings

#StockValue↓WeightChange
1
GLOBAL E ONLINE LTD
SHS
$492.88M
10.70%
+10.7%
2
BLOCK INC
CL A
$479.42M
10.41%
-30.9%
3
ROBLOX CORP
CL A
$423.24M
9.19%
-
4
ZOOMINFO TECHNOLOGIES INC
COMMON STOCK
$409.00M
8.88%
-
5
DOORDASH INC
CL A
$362.77M
7.88%
-17.3%
6
PDD HOLDINGS INC
SPONSORED ADS
$306.88M
6.66%
-30.9%
7
DATADOG INC
CL A COM
$298.46M
6.48%
-19.6%
8
JAMF HLDG CORP
COM
$298.34M
6.48%
-
9
COUPANG INC
CL A
$280.30M
6.09%
+51.0%
10
KANZHUN LIMITED
SPONSORED ADS
$210.04M
4.56%
+7.9%
11
NCINO INC
COM
$155.55M
3.38%
-42.2%
12
CCC INTELLIGENT SOLUTIONS HL
COM
$137.77M
2.99%
-8.7%
13
OSCAR HEALTH INC
CL A
$116.44M
2.53%
+56.1%
14
NU HLDGS LTD
ORD SHS CL A
$113.09M
2.46%
-24.0%
15
GRAB HOLDINGS LIMITED
CLASS A ORD
$105.05M
2.28%
-
16
TOAST INC
CL A
$82.92M
1.80%
-
17
PELOTON INTERACTIVE INC
CL A COM
$68.75M
1.49%
-21.3%
18
SNOWFLAKE INC
CL A
$57.08M
1.24%
-
19
ENGAGESMART INC
COMMON STOCK
$50.19M
1.09%
-
20
CARGURUS INC
COM CL A
$44.39M
0.96%
-68.0%
21
PROCORE TECHNOLOGIES INC
COM
$43.87M
0.95%
-
22
CLEARWATER ANALYTICS HLDGS I
CL A
$17.89M
0.39%
-64.5%
23
MAPLEBEAR INC
COM
$17.63M
0.38%
-50.0%
24
BIRKENSTOCK HOLDING PLC
COM SHS
$14.62M
0.32%
New
25
KLAVIYO INC
COM SER A
$13.89M
0.30%
-
26
NEXTDOOR HOLDINGS INC
COM CL A
$3.78M
0.08%
-
27
ROOT INC
CL A NEW
$1.62M
0.04%
-
28
23ANDME HOLDING CO
CLASS A COM
$456.75K
0.01%
-

Position Changes

StockValueShares
BIRKENSTOCK HOLDING PLC
$14.62M300,000