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Dragoneer Investment Group, LLC

SAN FRANCISCO, CA · CIK 0001602189

Portfolio Value: $5.23B
Positions: 33
Period: 2024-06-30
Filed: 2024-08-14
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

$5.23B

Positions

33

New

6

Increased

9

Decreased

6

Sold Out

187

Dragoneer Investment Group, LLC Q2 2024 13F Filing Summary

Dragoneer Investment Group, LLC (SAN FRANCISCO, CA) reported a portfolio value of $5.23B across 33 positions in their Q2 2024 SEC 13F filing (period ending 2024-06-30). Top holdings include GLOBAL E ONLINE LTD ($534.40M), ATLASSIAN CORPORATION ($469.80M), ROBLOX CORP ($437.04M). The top 10 positions account for 68.6% of the portfolio. This quarter saw 6 new positions, 9 increases, 6 reductions, 187 complete exits. Notable new buys: ATLASSIAN CORPORATION ($469.80M), RUBRIK INC. ($47.52M), IBOTTA INC ($18.79M). Notable exits: GRAB HOLDINGS LIMITED, NCINO INC, BBB FOODS INC.

All Holdings

#StockValue↓WeightChange
1
GLOBAL E ONLINE LTD
SHS
$534.40M
10.21%
+9.6%
2
ATLASSIAN CORPORATION
CL A
$469.80M
8.98%
New
3
ROBLOX CORP
CL A
$437.04M
8.35%
+26.9%
4
COUPANG INC
CL A
$353.28M
6.75%
-12.3%
5
PDD HOLDINGS INC
SPONSORED ADS
$348.44M
6.66%
+142.6%
6
DOORDASH INC
CL A
$309.76M
5.92%
+77.9%
7
FLUTTER ENTMT PLC
SHS
$306.99M
5.86%
-
8
ZOOMINFO TECHNOLOGIES INC
COMMON STOCK
$282.47M
5.40%
-
9
KANZHUN LIMITED
SPONSORED ADS
$280.12M
5.35%
-16.9%
10
JAMF HLDG CORP
COM
$270.39M
5.17%
-0.8%
11
BLOCK INC
CL A
$217.54M
4.16%
-0.5%
12
DUOLINGO INC
CL A COM
$204.77M
3.91%
+0.0%
13
OSCAR HEALTH INC
CL A
$201.33M
3.85%
-
14
DAYFORCE INC
COM
$193.27M
3.69%
+0.0%
15
CCC INTELLIGENT SOLUTIONS HL
COM
$176.70M
3.38%
+31.5%
16
NU HLDGS LTD
ORD SHS CL A
$170.30M
3.25%
-
17
PROCORE TECHNOLOGIES INC
COM
$148.76M
2.84%
+254.0%
18
TOAST INC
CL A
$89.52M
1.71%
-54.1%
19
RUBRIK INC.
CL A
$47.52M
0.91%
New
20
AFFIRM HLDGS INC
COM CL A
$45.22M
0.86%
+0.0%
21
PELOTON INTERACTIVE INC
CL A COM
$38.15M
0.73%
-
22
DATADOG INC
CL A COM
$35.25M
0.67%
-
23
IBOTTA INC
CLASS A COM SHS
$18.79M
0.36%
New
24
DYNATRACE INC
COM NEW
$15.14M
0.29%
-92.6%
25
KLAVIYO INC
COM SER A
$12.45M
0.24%
-
26
ROOT INC
CL A NEW
$7.96M
0.15%
-
27
NEXTDOOR HOLDINGS INC
COM CL A
$5.56M
0.11%
-
28
MARAVAI LIFESCIENCES HLDGS I
COM CL A
$5.37M
0.10%
New
29
WAYSTAR HLDG CORP
COM
$4.30M
0.08%
New
30
REDDIT INC
CL A
$1.92M
0.04%
-
31
TEMPUS AI INC
CL A
$1.75M
0.03%
New
32
23ANDME HOLDING CO
CLASS A COM
$195.60K
0.00%
-
33
SNOWFLAKE INC
CL A
$67.55K
0.00%
-

Position Changes

StockValueShares
ATLASSIAN CORPORATION
$469.80M2,656,057
RUBRIK INC.
$47.52M1,550,000
IBOTTA INC
$18.79M250,000
MARAVAI LIFESCIENCES HLDGS I
$5.37M750,468
WAYSTAR HLDG CORP
$4.30M200,000
TEMPUS AI INC
$1.75M50,000