Dragoneer Investment Group, LLC
SAN FRANCISCO, CA · CIK 0001602189
Portfolio Value: $3.02B
Positions: 23
Period: 2020-06-30
Filed: 2020-08-14
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
$3.02B
Positions
23
New
3
Increased
4
Decreased
13
Sold Out
79
Dragoneer Investment Group, LLC Q2 2020 13F Filing Summary
Dragoneer Investment Group, LLC (SAN FRANCISCO, CA) reported a portfolio value of $3.02B across 23 positions in their Q2 2020 SEC 13F filing (period ending 2020-06-30). Top holdings include UBER TECHNOLOGIES INC ($620.87M), DATADOG INC ($427.85M), DYNATRACE INC ($266.37M). The top 10 positions account for 83.3% of the portfolio. This quarter saw 3 new positions, 4 increases, 13 reductions, 79 complete exits. Notable new buys: ZOOMINFO TECHNOLOGIES INC ($159.05M), AGORA INC ($88.24M), ARCO PLATFORM LTD ($9.12M). Notable exits: PELOTON INTERACTIVE INC, ANAPLAN INC, MEDALLIA INC.
All Holdings
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | UBER TECHNOLOGIES INC COM | $620.87M | 20.57% | -6.7% |
| 2 | DATADOG INC CL A COM | $427.85M | 14.17% | -23.4% |
| 3 | DYNATRACE INC COM | $266.37M | 8.82% | -23.4% |
| 4 | TWILIO INC CL A | $255.85M | 8.48% | -64.9% |
| 5 | SQUARE INC CL A | $186.55M | 6.18% | +7.7% |
| 6 | LIVONGO HEALTH INC COM | $178.22M | 5.90% | -48.2% |
| 7 | ZOOMINFO TECHNOLOGIES INC COM CL A | $159.05M | 5.27% | New |
| 8 | ALIBABA GROUP HLDG LTD SPONSORED ADS | $150.90M | 5.00% | -19.4% |
| 9 | CARGURUS INC COM CL A | $144.27M | 4.78% | +56.3% |
| 10 | SERVICENOW INC COM | $123.38M | 4.09% | -7.9% |
| 11 | FACEBOOK INC CL A | $98.43M | 3.26% | -24.5% |
| 12 | FLOOR & DECOR HLDGS INC CL A | $90.53M | 3.00% | +0.0% |
| 13 | AGORA INC ADS | $88.24M | 2.92% | New |
| 14 | GREENSKY INC CL A | $72.46M | 2.40% | - |
| 15 | CERIDIAN HCM HLDG INC COM | $71.33M | 2.36% | -13.0% |
| 16 | 58 COM INC SPON ADR REP A | $61.32M | 2.03% | -17.1% |
| 17 | ARCO PLATFORM LTD COM CL A | $9.12M | 0.30% | New |
| 18 | TENCENT MUSIC ENTMT GROUP SPON ADS | $6.49M | 0.21% | -6.5% |
| 19 | SUNLANDS TECHNOLOGY GROUP ADS | $3.99M | 0.13% | - |
| 20 | PINTEREST INC CL A | $1.11M | 0.04% | - |
| 21 | BILL COM HLDGS INC COM | $1.06M | 0.04% | -45.9% |
| 22 | CROWDSTRIKE HLDGS INC CL A | $1.00M | 0.03% | +0.0% |
| 23 | XP INC CL A | $418.00K | 0.01% | -97.9% |
Position Changes
| Stock | Value | Shares |
|---|---|---|
ZOOMINFO TECHNOLOGIES INC | $159.05M | 3,116,769 |
AGORA INC | $88.24M | 1,997,733 |
ARCO PLATFORM LTD | $9.12M | 209,776 |