SmartMoneyDB

Dragoneer Investment Group, LLC

SAN FRANCISCO, CA · CIK 0001602189

Portfolio Value: $3.23B
Positions: 31
Period: 2022-12-31
Filed: 2023-02-14
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

$3.23B

Positions

31

New

0

Increased

7

Decreased

8

Sold Out

169

Dragoneer Investment Group, LLC Q4 2022 13F Filing Summary

Dragoneer Investment Group, LLC (SAN FRANCISCO, CA) reported a portfolio value of $3.23B across 31 positions in their Q4 2022 SEC 13F filing (period ending 2022-12-31). Top holdings include ZOOMINFO TECHNOLOGIES INC ($448.82M), SNOWFLAKE INC ($374.10M), JAMF HLDG CORP ($362.53M). The top 10 positions account for 78.0% of the portfolio. This quarter saw 7 increases, 8 reductions, 169 complete exits. Notable exits: HEALTH ASSURN ACQUISITION CO, DYNATRACE INC, ENGAGESMART INC.

All Holdings

#StockValue↓WeightChange
1
ZOOMINFO TECHNOLOGIES INC
COMMON STOCK
$448.82M
13.90%
+34.6%
2
SNOWFLAKE INC
CL A
$374.10M
11.59%
-6.9%
3
JAMF HLDG CORP
COM
$362.53M
11.23%
-0.5%
4
GLOBAL E ONLINE LTD
SHS
$264.24M
8.18%
+42.8%
5
DATADOG INC
CL A COM
$259.20M
8.03%
-12.2%
6
NCINO INC
COM
$194.77M
6.03%
+0.7%
7
UBER TECHNOLOGIES INC
COM
$185.20M
5.74%
-0.8%
8
DOORDASH INC
CL A
$173.49M
5.37%
-
9
CARGURUS INC
COM CL A
$130.07M
4.03%
-
10
CCC INTELLIGENT SOLUTIONS HL
COM
$126.79M
3.93%
-
11
NU HLDGS LTD
ORD SHS CL A
$114.54M
3.55%
-
12
PELOTON INTERACTIVE INC
CL A COM
$97.54M
3.02%
+14.3%
13
FARFETCH LTD
ORD SH CL A
$73.43M
2.27%
+5.9%
14
XP INC
CL A
$71.44M
2.21%
+0.0%
15
CVENT HOLDING CORP
COMMON STOCK
$67.78M
2.10%
-
16
CLEARWATER ANALYTICS HLDGS I
CL A
$62.50M
1.94%
-42.6%
17
ENFUSION INC
CL A
$58.29M
1.81%
-7.1%
18
PROCORE TECHNOLOGIES INC
COM
$41.63M
1.29%
-
19
SAMSARA INC
COM CL A
$33.76M
1.05%
-
20
ROBLOX CORP
CL A
$25.18M
0.78%
+93.8%
21
ARCO PLATFORM LTD
COM CL A
$21.13M
0.65%
-
22
CS DISCO INC
COM
$11.67M
0.36%
-20.8%
23
FLOOR & DECOR HLDGS INC
CL A
$11.03M
0.34%
-88.8%
24
TCV ACQUISITION CORP
CL A SHS
$5.00M
0.15%
-
25
NEXTDOOR HOLDINGS INC
COM CL A
$4.12M
0.13%
-
26
MELI KASZEK PIONEER CORP
CLASS A ORD
$3.99M
0.12%
-
27
OSCAR HEALTH INC
CL A
$3.31M
0.10%
-
28
PORTAGE FINTECH ACQUISITN CO
CLASS A ORD SHS
$1.83M
0.06%
-
29
23ANDME HOLDING CO
CLASS A COM
$1.08M
0.03%
-
30
ROOT INC
CL A NEW
$692.90K
0.02%
-
31
PORTAGE FINTECH ACQUISITN CO
*W EXP 07/08/202
$12.13K
0.00%
-

Position Changes

StockValueShares% Chg
ZOOMINFO TECHNOLOGIES INC
$448.82M14,905,992+34.6%
GLOBAL E ONLINE LTD
$264.24M12,802,434+42.8%
NCINO INC
$194.77M7,366,557+0.7%
PELOTON INTERACTIVE INC
$97.54M12,284,553+14.3%
FARFETCH LTD
$73.43M15,523,675+5.9%
XP INC
$71.44M4,657,2960.0%
ROBLOX CORP
$25.18M884,773+93.8%