13F HOLDINGS REPORT
Dragoneer Investment Group, LLC
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0000950123-23-002477
Total Value
$3.23B
Positions
31
Other Managers
0
Confidential Omitted
No
Holdings (31)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ZOOMINFO TECHNOLOGIES INC | GTM | 14,905,992 | $448.8M | 13.90% |
| 2 | SNOWFLAKE INC | SNOW | 2,606,273 | $374.1M | 11.59% |
| 3 | JAMF HLDG CORP | 47074L105 | 17,020,124 | $362.5M | 11.23% |
| 4 | GLOBAL E ONLINE LTD | GLBE | 12,802,434 | $264.2M | 8.18% |
| 5 | DATADOG INC | DDOG | 3,526,481 | $259.2M | 8.03% |
| 6 | NCINO INC | NCNO | 7,366,557 | $194.8M | 6.03% |
| 7 | UBER TECHNOLOGIES INC | UBER | 7,488,919 | $185.2M | 5.74% |
| 8 | DOORDASH INC | DASH | 3,553,629 | $173.5M | 5.37% |
| 9 | CARGURUS INC | CARG | 9,283,746 | $130.1M | 4.03% |
| 10 | CCC INTELLIGENT SOLUTIONS HL | CCC | 14,573,324 | $126.8M | 3.93% |
| 11 | NU HLDGS LTD | NU | 28,142,906 | $114.5M | 3.55% |
| 12 | PELOTON INTERACTIVE INC | PTON | 12,284,553 | $97.5M | 3.02% |
| 13 | FARFETCH LTD | 30744W107 | 15,523,675 | $73.4M | 2.27% |
| 14 | XP INC | XP | 4,657,296 | $71.4M | 2.21% |
| 15 | CVENT HOLDING CORP | 126677103 | 12,552,000 | $67.8M | 2.10% |
| 16 | CLEARWATER ANALYTICS HLDGS I | CWAN | 3,333,174 | $62.5M | 1.94% |
| 17 | ENFUSION INC | 292812104 | 6,027,886 | $58.3M | 1.81% |
| 18 | PROCORE TECHNOLOGIES INC | PCOR | 882,429 | $41.6M | 1.29% |
| 19 | SAMSARA INC | IOT | 2,716,397 | $33.8M | 1.05% |
| 20 | ROBLOX CORP | RBLX | 884,773 | $25.2M | 0.78% |
| 21 | ARCO PLATFORM LTD | G04553106 | 1,565,395 | $21.1M | 0.65% |
| 22 | CS DISCO INC | LAW | 1,847,094 | $11.7M | 0.36% |
| 23 | FLOOR & DECOR HLDGS INC | FND | 158,383 | $11.0M | 0.34% |
| 24 | TCV ACQUISITION CORP | G8704C124 | 500,000 | $5.0M | 0.15% |
| 25 | NEXTDOOR HOLDINGS INC | NXDR | 2,000,000 | $4.1M | 0.13% |
| 26 | MELI KASZEK PIONEER CORP | G5S74L106 | 400,000 | $4.0M | 0.12% |
| 27 | OSCAR HEALTH INC | OSCR | 1,346,154 | $3.3M | 0.10% |
| 28 | PORTAGE FINTECH ACQUISITN CO | G7185D106 | 182,000 | $1.8M | 0.06% |
| 29 | 23ANDME HOLDING CO | 90138Q108 | 500,000 | $1.1M | 0.03% |
| 30 | ROOT INC | ROOT | 154,320 | $692,897 | 0.02% |
| 31 | PORTAGE FINTECH ACQUISITN CO | G7185D114 | 60,666 | $12,133 | 0.00% |