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SAN FRANCISCO, CA · CIK 0001602189
New positions
1
Added to
4
Trimmed
11
Exited
2
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). The top 10 positions account for 77.3% of the portfolio.
Top 28 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | GLBEGLOBAL E ONLINE LTD | $492.88M | 10.70% | +10.7% |
| 2 | XYZBLOCK INC | $479.42M | 10.41% | -30.9% |
| 3 | RBLXROBLOX CORP | $423.24M | 9.19% | - |
| 4 | GTMZOOMINFO TECHNOLOGIES INC | $409.00M | 8.88% | - |
| 5 | DASHDOORDASH INC | $362.77M | 7.88% | -17.3% |
| 6 | PDDPDD HOLDINGS INC | $306.88M | 6.66% | -30.9% |
| 7 | DDOGDATADOG INC | $298.46M | 6.48% | -19.6% |
| 8 | JAMFJAMF HLDG CORP | $298.34M | 6.48% | - |
| 9 | CPNGCOUPANG INC | $280.30M | 6.09% | +51.0% |
| 10 | BZKANZHUN LIMITED | $210.04M | 4.56% | +7.9% |
| Stock | Value | Shares |
|---|---|---|
| BIRKBIRKENSTOCK HOLDING PLC | $14.62M | 300,000 |
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