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Dragoneer Investment Group, LLC

SAN FRANCISCO, CA · CIK 0001602189

Portfolio Value: $4.34B
Positions: 29
Period: 2023-09-30
Filed: 2023-11-14
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

$4.34B

Positions

29

New

4

Increased

6

Decreased

9

Sold Out

179

Dragoneer Investment Group, LLC Q3 2023 13F Filing Summary

Dragoneer Investment Group, LLC (SAN FRANCISCO, CA) reported a portfolio value of $4.34B across 29 positions in their Q3 2023 SEC 13F filing (period ending 2023-09-30). Top holdings include GLOBAL E ONLINE LTD ($446.47M), BLOCK INC ($397.10M), ZOOMINFO TECHNOLOGIES INC ($362.77M). The top 10 positions account for 72.4% of the portfolio. This quarter saw 4 new positions, 6 increases, 9 reductions, 179 complete exits. Notable new buys: COUPANG INC ($194.95M), MAPLEBEAR INC ($44.57M), ARM HOLDINGS PLC ($40.14M). Notable exits: FARFETCH LTD, UBER TECHNOLOGIES INC, KENVUE INC.

All Holdings

#StockValue↓WeightChange
1
GLOBAL E ONLINE LTD
SHS
$446.47M
10.28%
-11.6%
2
BLOCK INC
CL A
$397.10M
9.14%
+91.5%
3
ZOOMINFO TECHNOLOGIES INC
COMMON STOCK
$362.77M
8.35%
-
4
DOORDASH INC
CL A
$352.34M
8.11%
-6.6%
5
PDD HOLDINGS INC
SPONSORED ADS
$297.68M
6.85%
+16.8%
6
JAMF HLDG CORP
COM
$291.73M
6.71%
-
7
DATADOG INC
CL A COM
$278.56M
6.41%
-14.9%
8
ROBLOX CORP
CL A
$268.09M
6.17%
+257.2%
9
NCINO INC
COM
$254.40M
5.86%
-1.9%
10
COUPANG INC
CL A
$194.95M
4.49%
New
11
KANZHUN LIMITED
SPONSORED ADS
$177.73M
4.09%
+0.0%
12
CCC INTELLIGENT SOLUTIONS HL
COM
$176.93M
4.07%
-6.5%
13
NU HLDGS LTD
ORD SHS CL A
$129.51M
2.98%
-36.5%
14
GRAB HOLDINGS LIMITED
CLASS A ORD
$110.35M
2.54%
+117.2%
15
CARGURUS INC
COM CL A
$100.67M
2.32%
-38.1%
16
TOAST INC
CL A
$85.05M
1.96%
-
17
PELOTON INTERACTIVE INC
CL A COM
$72.44M
1.67%
-
18
CLEARWATER ANALYTICS HLDGS I
CL A
$48.62M
1.12%
-
19
OSCAR HEALTH INC
CL A
$45.39M
1.04%
-
20
MAPLEBEAR INC
COM
$44.57M
1.03%
New
21
SNOWFLAKE INC
CL A
$43.82M
1.01%
-81.0%
22
PROCORE TECHNOLOGIES INC
COM
$41.40M
0.95%
-28.2%
23
ARM HOLDINGS PLC
SPONSORED ADR
$40.14M
0.92%
New
24
ENGAGESMART INC
COMMON STOCK
$39.43M
0.91%
+0.0%
25
ARCO PLATFORM LTD
COM CL A
$21.57M
0.50%
-
26
KLAVIYO INC
COM SER A
$17.25M
0.40%
New
27
NEXTDOOR HOLDINGS INC
COM CL A
$3.64M
0.08%
-
28
ROOT INC
CL A NEW
$1.47M
0.03%
-
29
23ANDME HOLDING CO
CLASS A COM
$488.85K
0.01%
-

Position Changes

StockValueShares
COUPANG INC
$194.95M11,467,417
MAPLEBEAR INC
$44.57M1,501,285
ARM HOLDINGS PLC
$40.14M750,000
KLAVIYO INC
$17.25M500,000