13F HOLDINGS REPORT
Dragoneer Investment Group, LLC
Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0000950123-23-008232
Total Value
$4.84B
Positions
26
Other Managers
0
Confidential Omitted
No
Holdings (26)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ZOOMINFO TECHNOLOGIES INC | GTM | 22,120,065 | $561.6M | 11.60% |
| 2 | GLOBAL E ONLINE LTD | GLBE | 12,713,333 | $520.5M | 10.75% |
| 3 | DOORDASH INC | DASH | 4,745,472 | $362.6M | 7.49% |
| 4 | DATADOG INC | DDOG | 3,594,905 | $353.7M | 7.30% |
| 5 | UBER TECHNOLOGIES INC | UBER | 7,488,919 | $323.3M | 6.68% |
| 6 | JAMF HLDG CORP | 47074L105 | 16,519,521 | $322.5M | 6.66% |
| 7 | BLOCK INC | BSQKZ | 4,685,391 | $311.9M | 6.44% |
| 8 | SNOWFLAKE INC | SNOW | 1,511,362 | $266.0M | 5.49% |
| 9 | NCINO INC | NCNO | 8,152,898 | $245.6M | 5.07% |
| 10 | NU HLDGS LTD | NU | 28,142,906 | $222.0M | 4.58% |
| 11 | CARGURUS INC | CARG | 9,283,746 | $210.1M | 4.34% |
| 12 | FARFETCH LTD | 30744W107 | 33,981,712 | $205.2M | 4.24% |
| 13 | PDD HOLDINGS INC | PDD | 2,597,734 | $179.6M | 3.71% |
| 14 | CCC INTELLIGENT SOLUTIONS HL | CCC | 14,171,337 | $158.9M | 3.28% |
| 15 | PELOTON INTERACTIVE INC | PTON | 14,344,188 | $110.3M | 2.28% |
| 16 | ROBLOX CORP | RBLX | 2,591,576 | $104.4M | 2.16% |
| 17 | TOAST INC | TOST | 4,540,985 | $102.5M | 2.12% |
| 18 | OSCAR HEALTH INC | OSCR | 8,149,862 | $65.7M | 1.36% |
| 19 | PROCORE TECHNOLOGIES INC | PCOR | 882,429 | $57.4M | 1.19% |
| 20 | GRAB HOLDINGS LIMITED | GRABW | 14,354,912 | $49.2M | 1.02% |
| 21 | KENVUE INC | KVUE | 1,600,000 | $42.3M | 0.87% |
| 22 | CLEARWATER ANALYTICS HLDGS I | CWAN | 2,514,083 | $39.9M | 0.82% |
| 23 | ARCO PLATFORM LTD | G04553106 | 1,565,395 | $19.0M | 0.39% |
| 24 | NEXTDOOR HOLDINGS INC | NXDR | 2,000,000 | $6.5M | 0.13% |
| 25 | ROOT INC | ROOT | 154,320 | $1.4M | 0.03% |
| 26 | 23ANDME HOLDING CO | 90138Q108 | 500,000 | $875,000 | 0.02% |