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Dragoneer Investment Group, LLC

SAN FRANCISCO, CA · CIK 0001602189

Portfolio Value: $4.32B
Positions: 29
Period: 2024-03-31
Filed: 2024-05-15
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

$4.32B

Positions

29

New

5

Increased

5

Decreased

8

Sold Out

185

Dragoneer Investment Group, LLC Q1 2024 13F Filing Summary

Dragoneer Investment Group, LLC (SAN FRANCISCO, CA) reported a portfolio value of $4.32B across 29 positions in their Q1 2024 SEC 13F filing (period ending 2024-03-31). Top holdings include GLOBAL E ONLINE LTD ($488.73M), ZOOMINFO TECHNOLOGIES INC ($354.58M), ROBLOX CORP ($353.44M). The top 10 positions account for 74.4% of the portfolio. This quarter saw 5 new positions, 5 increases, 8 reductions, 185 complete exits. Notable new buys: FLUTTER ENTMT PLC ($335.59M), ASTERA LABS INC ($22.26M), BBB FOODS INC ($19.02M). Notable exits: ENGAGESMART INC, CARGURUS INC, CLEARWATER ANALYTICS HLDGS I.

All Holdings

#StockValue↓WeightChange
1
GLOBAL E ONLINE LTD
SHS
$488.73M
11.32%
+8.1%
2
ZOOMINFO TECHNOLOGIES INC
COMMON STOCK
$354.58M
8.21%
-
3
ROBLOX CORP
CL A
$353.44M
8.18%
-
4
COUPANG INC
CL A
$342.03M
7.92%
+11.0%
5
FLUTTER ENTMT PLC
SHS
$335.59M
7.77%
New
6
KANZHUN LIMITED
SPONSORED ADS
$314.23M
7.28%
+41.8%
7
JAMF HLDG CORP
COM
$303.13M
7.02%
-
8
BLOCK INC
CL A
$286.65M
6.64%
-45.3%
9
DOORDASH INC
CL A
$220.49M
5.11%
-56.4%
10
DYNATRACE INC
COM NEW
$212.58M
4.92%
+0.0%
11
OSCAR HEALTH INC
CL A
$189.24M
4.38%
-
12
TOAST INC
CL A
$188.52M
4.37%
+66.6%
13
NU HLDGS LTD
ORD SHS CL A
$157.61M
3.65%
-2.7%
14
CCC INTELLIGENT SOLUTIONS HL
COM
$144.67M
3.35%
-
15
PDD HOLDINGS INC
SPONSORED ADS
$125.61M
2.91%
-48.5%
16
NCINO INC
COM
$66.22M
1.53%
-61.7%
17
PROCORE TECHNOLOGIES INC
COM
$52.08M
1.21%
-
18
PELOTON INTERACTIVE INC
CL A COM
$48.37M
1.12%
-
19
DATADOG INC
CL A COM
$33.59M
0.78%
-88.9%
20
GRAB HOLDINGS LIMITED
CLASS A ORD
$26.72M
0.62%
-72.7%
21
ASTERA LABS INC
COM
$22.26M
0.52%
New
22
BBB FOODS INC
CL A COM
$19.02M
0.44%
New
23
KLAVIYO INC
COM SER A
$12.74M
0.29%
-
24
ROOT INC
CL A NEW
$9.43M
0.22%
-
25
AMER SPORTS INC
COM SHS
$4.89M
0.11%
New
26
NEXTDOOR HOLDINGS INC
COM CL A
$4.50M
0.10%
-
27
REDDIT INC
CL A
$1.48M
0.03%
New
28
23ANDME HOLDING CO
CLASS A COM
$266.00K
0.01%
-
29
SNOWFLAKE INC
CL A
$80.80K
0.00%
-99.8%

Position Changes

StockValueShares
FLUTTER ENTMT PLC
$335.59M1,683,408
ASTERA LABS INC
$22.26M300,000
BBB FOODS INC
$19.02M800,000
AMER SPORTS INC
$4.89M300,000
REDDIT INC
$1.48M30,000