Dragoneer Investment Group, LLC
SAN FRANCISCO, CA · CIK 0001602189
Portfolio Value: $2.41B
Positions: 21
Period: 2019-12-31
Filed: 2020-02-14
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
$2.41B
Positions
21
New
3
Increased
3
Decreased
9
Sold Out
76
Dragoneer Investment Group, LLC Q4 2019 13F Filing Summary
Dragoneer Investment Group, LLC (SAN FRANCISCO, CA) reported a portfolio value of $2.41B across 21 positions in their Q4 2019 SEC 13F filing (period ending 2019-12-31). Top holdings include UBER TECHNOLOGIES INC ($635.24M), TWILIO INC ($293.87M), DATADOG INC ($260.72M). The top 10 positions account for 91.8% of the portfolio. This quarter saw 3 new positions, 3 increases, 9 reductions, 76 complete exits. Notable new buys: XP INC ($46.60M), BILL COM HLDGS INC ($17.20M), ZOOM VIDEO COMMUNICATIONS IN ($6.80M). Notable exits: YANDEX N V, SPOTIFY TECHNOLOGY S A, EVENTBRITE INC.
All Holdings
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | UBER TECHNOLOGIES INC COM | $635.24M | 26.36% | +0.5% |
| 2 | TWILIO INC CL A | $293.87M | 12.19% | +6.7% |
| 3 | DATADOG INC CL A COM | $260.72M | 10.82% | -8.5% |
| 4 | ALIBABA GROUP HLDG LTD SPONSORED ADS | $228.23M | 9.47% | -4.2% |
| 5 | DYNATRACE INC COM | $196.71M | 8.16% | +13.2% |
| 6 | CERIDIAN HCM HLDG INC COM | $145.02M | 6.02% | -24.4% |
| 7 | GREENSKY INC CL A | $136.59M | 5.67% | - |
| 8 | LIVONGO HEALTH INC COM | $114.77M | 4.76% | -5.0% |
| 9 | SERVICENOW INC COM | $111.74M | 4.64% | - |
| 10 | 58 COM INC SPON ADR REP A | $88.78M | 3.68% | -4.9% |
| 11 | FACEBOOK INC CL A | $59.64M | 2.47% | -24.4% |
| 12 | XP INC CL A | $46.60M | 1.93% | New |
| 13 | BILL COM HLDGS INC COM | $17.20M | 0.71% | New |
| 14 | UPWORK INC COM | $17.10M | 0.71% | -46.9% |
| 15 | PELOTON INTERACTIVE INC CL A COM | $15.76M | 0.65% | -53.4% |
| 16 | MEDALLIA INC COM | $15.55M | 0.65% | - |
| 17 | SUNLANDS TECHNOLOGY GROUP ADS | $7.65M | 0.32% | - |
| 18 | ZOOM VIDEO COMMUNICATIONS IN CL A | $6.80M | 0.28% | New |
| 19 | TENCENT MUSIC ENTMT GROUP SPON ADS | $6.05M | 0.25% | -47.4% |
| 20 | FARFETCH LTD ORD SH CL A | $4.14M | 0.17% | - |
| 21 | NETFLIX INC COM | $1.66M | 0.07% | - |
Position Changes
| Stock | Value | Shares |
|---|---|---|
XP INC | $46.60M | 1,209,758 |
BILL COM HLDGS INC | $17.20M | 451,923 |
ZOOM VIDEO COMMUNICATIONS IN | $6.80M | 100,000 |