Dragoneer Investment Group, LLC
SAN FRANCISCO, CA · CIK 0001602189
Portfolio Value: $2.36B
Positions: 23
Period: 2019-09-30
Filed: 2019-11-14
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
$2.36B
Positions
23
New
5
Increased
4
Decreased
7
Sold Out
71
Dragoneer Investment Group, LLC Q3 2019 13F Filing Summary
Dragoneer Investment Group, LLC (SAN FRANCISCO, CA) reported a portfolio value of $2.36B across 23 positions in their Q3 2019 SEC 13F filing (period ending 2019-09-30). Top holdings include UBER TECHNOLOGIES INC ($647.80M), TWILIO INC ($308.18M), DATADOG INC ($255.83M). The top 10 positions account for 86.7% of the portfolio. This quarter saw 5 new positions, 4 increases, 7 reductions, 71 complete exits. Notable new buys: DATADOG INC ($255.83M), DYNATRACE INC ($128.26M), LIVONGO HEALTH INC ($84.06M). Notable exits: SLACK TECHNOLOGIES INC, CROWDSTRIKE HLDGS INC, FUTU HLDGS LTD.
All Holdings
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | UBER TECHNOLOGIES INC COM | $647.80M | 27.41% | - |
| 2 | TWILIO INC CL A | $308.18M | 13.04% | -7.4% |
| 3 | DATADOG INC CL A COM | $255.83M | 10.83% | New |
| 4 | ALIBABA GROUP HLDG LTD SPONSORED ADS | $187.81M | 7.95% | - |
| 5 | CERIDIAN HCM HLDG INC COM | $139.49M | 5.90% | +5.9% |
| 6 | DYNATRACE INC COM | $128.26M | 5.43% | New |
| 7 | GREENSKY INC CL A | $105.06M | 4.45% | +7.4% |
| 8 | SERVICENOW INC COM | $100.47M | 4.25% | +25.8% |
| 9 | YANDEX N V SHS CLASS A | $90.81M | 3.84% | +74.5% |
| 10 | LIVONGO HEALTH INC COM | $84.06M | 3.56% | New |
| 11 | 58 COM INC SPON ADR REP A | $71.13M | 3.01% | -13.3% |
| 12 | FACEBOOK INC CL A | $68.48M | 2.90% | -14.2% |
| 13 | SPOTIFY TECHNOLOGY S A SHS | $48.84M | 2.07% | -31.8% |
| 14 | UPWORK INC COM | $40.20M | 1.70% | - |
| 15 | PELOTON INTERACTIVE INC CL A COM | $29.92M | 1.27% | New |
| 16 | MEDALLIA INC COM | $13.71M | 0.58% | New |
| 17 | TENCENT MUSIC ENTMT GROUP SPON ADS | $12.51M | 0.53% | -19.1% |
| 18 | ELASTIC N V ORD SHS | $12.35M | 0.52% | -25.0% |
| 19 | SUNLANDS ONLINE ED GROUP ADS | $8.78M | 0.37% | - |
| 20 | FARFETCH LTD ORD SH CL A | $3.46M | 0.15% | - |
| 21 | EVENTBRITE INC COM CL A | $2.75M | 0.12% | - |
| 22 | STONECO LTD COM CL A | $1.74M | 0.07% | - |
| 23 | NETFLIX INC COM | $1.37M | 0.06% | -92.4% |
Position Changes
| Stock | Value | Shares |
|---|---|---|
DATADOG INC | $255.83M | 7,544,323 |
DYNATRACE INC | $128.26M | 6,869,735 |
LIVONGO HEALTH INC | $84.06M | 4,820,102 |
PELOTON INTERACTIVE INC | $29.92M | 1,192,000 |
MEDALLIA INC | $13.71M | 500,000 |