13F HOLDINGS REPORT
Dragoneer Investment Group, LLC
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0000950123-23-004925
Total Value
$4.22B
Positions
30
Other Managers
0
Confidential Omitted
No
Holdings (30)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ZOOMINFO TECHNOLOGIES INC | GTM | 21,203,833 | $523.9M | 12.41% |
| 2 | SNOWFLAKE INC | SNOW | 3,091,640 | $477.0M | 11.29% |
| 3 | GLOBAL E ONLINE LTD | GLBE | 13,515,618 | $435.6M | 10.31% |
| 4 | JAMF HLDG CORP | 47074L105 | 16,519,521 | $320.8M | 7.60% |
| 5 | DATADOG INC | DDOG | 4,129,572 | $300.1M | 7.10% |
| 6 | DOORDASH INC | DASH | 4,358,742 | $277.0M | 6.56% |
| 7 | UBER TECHNOLOGIES INC | UBER | 7,488,919 | $237.4M | 5.62% |
| 8 | BLOCK INC | BSQKZ | 3,113,035 | $213.7M | 5.06% |
| 9 | NCINO INC | NCNO | 8,152,898 | $202.0M | 4.78% |
| 10 | CARGURUS INC | CARG | 9,283,746 | $173.4M | 4.11% |
| 11 | NU HLDGS LTD | NU | 28,142,906 | $134.0M | 3.17% |
| 12 | CCC INTELLIGENT SOLUTIONS HL | CCC | 14,573,324 | $130.7M | 3.10% |
| 13 | FARFETCH LTD | 30744W107 | 25,710,155 | $126.2M | 2.99% |
| 14 | ROBLOX CORP | RBLX | 2,591,576 | $116.6M | 2.76% |
| 15 | PELOTON INTERACTIVE INC | PTON | 9,496,492 | $107.7M | 2.55% |
| 16 | PROCORE TECHNOLOGIES INC | PCOR | 1,675,989 | $105.0M | 2.49% |
| 17 | CVENT HOLDING CORP | 126677103 | 12,552,000 | $104.9M | 2.48% |
| 18 | SCHWAB CHARLES CORP | SCHW-PJ | 1,117,000 | $58.5M | 1.39% |
| 19 | OSCAR HEALTH INC | OSCR | 7,766,264 | $50.8M | 1.20% |
| 20 | ENFUSION INC | 292812104 | 4,218,452 | $44.3M | 1.05% |
| 21 | CLEARWATER ANALYTICS HLDGS I | CWAN | 2,514,083 | $40.1M | 0.95% |
| 22 | ARCO PLATFORM LTD | G04553106 | 1,565,395 | $17.2M | 0.41% |
| 23 | XP INC | XP | 788,664 | $9.4M | 0.22% |
| 24 | TCV ACQUISITION CORP | G8704C124 | 500,000 | $5.1M | 0.12% |
| 25 | NEXTDOOR HOLDINGS INC | NXDR | 2,000,000 | $4.3M | 0.10% |
| 26 | MELI KASZEK PIONEER CORP | G5S74L106 | 400,000 | $4.1M | 0.10% |
| 27 | PORTAGE FINTECH ACQUISITN CO | G7185D106 | 182,000 | $1.9M | 0.04% |
| 28 | 23ANDME HOLDING CO | 90138Q108 | 500,000 | $1.1M | 0.03% |
| 29 | ROOT INC | ROOT | 154,320 | $695,983 | 0.02% |
| 30 | PORTAGE FINTECH ACQUISITN CO | G7185D114 | 60,666 | $7,796 | 0.00% |