Dragoneer Investment Group, LLC
SAN FRANCISCO, CA · CIK 0001602189
Portfolio Value: $2.24B
Positions: 24
Period: 2020-03-31
Filed: 2020-05-15
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
$2.24B
Positions
24
New
2
Increased
8
Decreased
7
Sold Out
75
Dragoneer Investment Group, LLC Q1 2020 13F Filing Summary
Dragoneer Investment Group, LLC (SAN FRANCISCO, CA) reported a portfolio value of $2.24B across 24 positions in their Q1 2020 SEC 13F filing (period ending 2020-03-31). Top holdings include UBER TECHNOLOGIES INC ($597.54M), TWILIO INC ($297.01M), DATADOG INC ($230.99M). The top 10 positions account for 88.2% of the portfolio. This quarter saw 2 new positions, 8 increases, 7 reductions, 75 complete exits. Notable new buys: CARGURUS INC ($68.96M), PINTEREST INC ($772.00K). Notable exits: UPWORK INC, ZOOM VIDEO COMMUNICATIONS IN, ELASTIC N V.
All Holdings
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | UBER TECHNOLOGIES INC COM | $597.54M | 26.68% | +0.2% |
| 2 | TWILIO INC CL A | $297.01M | 13.26% | +11.0% |
| 3 | DATADOG INC CL A COM | $230.99M | 10.31% | -7.0% |
| 4 | DYNATRACE INC COM | $204.07M | 9.11% | +10.1% |
| 5 | ALIBABA GROUP HLDG LTD SPONSORED ADS | $168.79M | 7.54% | -19.3% |
| 6 | LIVONGO HEALTH INC COM | $130.66M | 5.83% | - |
| 7 | FACEBOOK INC CL A | $95.82M | 4.28% | +97.7% |
| 8 | SERVICENOW INC COM | $94.73M | 4.23% | -16.5% |
| 9 | SQUARE INC CL A | $86.49M | 3.86% | +0.0% |
| 10 | CARGURUS INC COM CL A | $68.96M | 3.08% | New |
| 11 | 58 COM INC SPON ADR REP A | $66.82M | 2.98% | - |
| 12 | GREENSKY INC CL A | $56.49M | 2.52% | -3.6% |
| 13 | CERIDIAN HCM HLDG INC COM | $51.81M | 2.31% | -51.6% |
| 14 | PELOTON INTERACTIVE INC CL A COM | $33.28M | 1.49% | +125.8% |
| 15 | ANAPLAN INC COM | $20.35M | 0.91% | +0.0% |
| 16 | MEDALLIA INC COM | $10.02M | 0.45% | - |
| 17 | XP INC CL A | $9.27M | 0.41% | -60.3% |
| 18 | TENCENT MUSIC ENTMT GROUP SPON ADS | $5.19M | 0.23% | - |
| 19 | SUNLANDS TECHNOLOGY GROUP ADS | $4.08M | 0.18% | - |
| 20 | FARFETCH LTD ORD SH CL A | $3.16M | 0.14% | - |
| 21 | NETFLIX INC COM | $1.92M | 0.09% | - |
| 22 | PINTEREST INC CL A | $772.00K | 0.03% | New |
| 23 | BILL COM HLDGS INC COM | $746.00K | 0.03% | -95.2% |
| 24 | SVMK INC COM | $400.00K | 0.02% | +0.0% |
Position Changes
| Stock | Value | Shares |
|---|---|---|
CARGURUS INC | $68.96M | 3,640,905 |
PINTEREST INC | $772.00K | 50,000 |