SmartMoneyDB

Dragoneer Investment Group, LLC

SAN FRANCISCO, CA · CIK 0001602189

Portfolio Value: $7.84B
Positions: 52
Period: 2022-03-31
Filed: 2022-05-16
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

$7.84B

Positions

52

New

2

Increased

18

Decreased

8

Sold Out

147

Dragoneer Investment Group, LLC Q1 2022 13F Filing Summary

Dragoneer Investment Group, LLC (SAN FRANCISCO, CA) reported a portfolio value of $7.84B across 52 positions in their Q1 2022 SEC 13F filing (period ending 2022-03-31). Top holdings include NU HLDGS LTD ($1.19B), JAMF HLDG CORP ($678.20M), DATADOG INC ($439.32M). The top 10 positions account for 63.8% of the portfolio. This quarter saw 2 new positions, 18 increases, 8 reductions, 147 complete exits. Notable new buys: NCINO INC ($188.27M), TPG INC ($6.03M). Notable exits: HIPPO HLDGS INC, PLAYTIKA HLDG CORP, NCINO INC.

All Holdings

#StockValue↓WeightChange
1
NU HLDGS LTD
ORD SHS CL A
$1.19B
15.13%
-0.9%
2
JAMF HLDG CORP
COM
$678.20M
8.65%
-3.4%
3
DATADOG INC
CL A COM
$439.32M
5.60%
+6.2%
4
SNOWFLAKE INC
CL A
$431.88M
5.51%
+36.8%
5
UBER TECHNOLOGIES INC
COM
$403.92M
5.15%
-
6
CARGURUS INC
COM CL A
$394.19M
5.03%
-
7
BLOCK INC
CL A
$386.73M
4.93%
+60.4%
8
DOORDASH INC
CL A
$386.06M
4.92%
+121.2%
9
CCC INTELLIGENT SOLUTIONS HL
COM
$359.72M
4.59%
-
10
DYNATRACE INC
COM NEW
$336.74M
4.30%
+49.1%
11
RIVIAN AUTOMOTIVE INC
COM CL A
$261.65M
3.34%
+0.0%
12
CLEARWATER ANALYTICS HLDGS I
CL A
$252.63M
3.22%
+1.7%
13
ZOOMINFO TECHNOLOGIES INC
COM CL A
$235.57M
3.00%
+134.2%
14
PELOTON INTERACTIVE INC
CL A COM
$229.12M
2.92%
+79.5%
15
CS DISCO INC
COM
$193.79M
2.47%
+66.5%
16
NCINO INC
COM
$188.27M
2.40%
New
17
FARFETCH LTD
ORD SH CL A
$160.46M
2.05%
+0.0%
18
ENDEAVOR GROUP HLDGS INC
CL A COM
$123.00M
1.57%
-
19
FLOOR & DECOR HLDGS INC
CL A
$114.48M
1.46%
-
20
AIRBNB INC
COM CL A
$113.36M
1.45%
-
21
DATTO HLDG CORP
COM
$99.03M
1.26%
-
22
CVENT HOLDING CORP
COMMON STOCK
$90.25M
1.15%
-
23
SAMSARA INC
COM CL A
$86.90M
1.11%
+41.0%
24
ENFUSION INC
CL A
$82.55M
1.05%
+1.1%
25
ENGAGESMART INC
COMMON STOCK
$77.27M
0.99%
+30.7%
26
PROCORE TECHNOLOGIES INC
COM
$76.43M
0.97%
-57.4%
27
GLOBAL E ONLINE LTD
SHS
$75.78M
0.97%
+81.7%
28
BUMBLE INC
COM CL A
$57.96M
0.74%
-
29
ROBLOX CORP
CL A
$44.30M
0.57%
-
30
HEALTH ASSURN ACQUISITION CO
COM CL A
$39.40M
0.50%
-
31
KANZHUN LIMITED
SPONSORED ADS
$37.32M
0.48%
+0.0%
32
ARCO PLATFORM LTD
COM CL A
$33.03M
0.42%
+15.0%
33
SQUARESPACE INC
CLASS A
$32.91M
0.42%
-
34
GOODRX HLDGS INC
COM CL A
$25.13M
0.32%
-
35
EVERBRIDGE INC
COM
$18.61M
0.24%
+0.0%
36
GITLAB INC
CLASS A COM
$13.61M
0.17%
-
37
OSCAR HEALTH INC
CL A
$13.42M
0.17%
-47.1%
38
NEXTDOOR HOLDINGS INC
COM CL A
$11.98M
0.15%
-
39
BRAZE INC
COM CL A
$10.37M
0.13%
-
40
HASHICORP INC
COM CL A
$6.48M
0.08%
-
41
TPG INC
COM CL A
$6.03M
0.08%
New
42
ROOT INC
COM CL A
$5.47M
0.07%
-
43
GRAB HOLDINGS LIMITED
CLASS A ORD
$5.27M
0.07%
-50.0%
44
TCV ACQUISITION CORP
CL A SHS
$4.88M
0.06%
-
45
MELI KASZEK PIONEER CORP
CLASS A ORD
$4.12M
0.05%
-
46
23ANDME HOLDING CO
CLASS A COM
$1.92M
0.02%
-
47
PORTAGE FINTECH ACQUISITN CO
CLASS A ORD SHS
$1.78M
0.02%
-
48
UIPATH INC
CL A
$1.20M
0.02%
-92.6%
49
HEALTH ASSURN ACQUISITION CO
*W EXP 11/12/202
$510.00K
0.01%
-
50
ROBINHOOD MKTS INC
COM CL A
$241.00K
0.00%
-99.5%
Showing 1-50 of 52

Position Changes

StockValueShares
NCINO INC
$188.27M4,594,278
TPG INC
$6.03M200,000