13F HOLDINGS REPORT
Dragoneer Investment Group, LLC
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0000950123-23-010960
Total Value
$4.34B
Positions
29
Other Managers
0
Confidential Omitted
No
Holdings (29)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | GLOBAL E ONLINE LTD | GLBE | 11,234,734 | $446.5M | 10.28% |
| 2 | BLOCK INC | BSQKZ | 8,971,927 | $397.1M | 9.14% |
| 3 | ZOOMINFO TECHNOLOGIES INC | GTM | 22,120,065 | $362.8M | 8.35% |
| 4 | DOORDASH INC | DASH | 4,433,672 | $352.3M | 8.11% |
| 5 | PDD HOLDINGS INC | PDD | 3,035,418 | $297.7M | 6.85% |
| 6 | JAMF HLDG CORP | 47074L105 | 16,519,521 | $291.7M | 6.71% |
| 7 | DATADOG INC | DDOG | 3,058,113 | $278.6M | 6.41% |
| 8 | ROBLOX CORP | RBLX | 9,257,159 | $268.1M | 6.17% |
| 9 | NCINO INC | NCNO | 7,999,884 | $254.4M | 5.86% |
| 10 | COUPANG INC | CPNG | 11,467,417 | $194.9M | 4.49% |
| 11 | KANZHUN LIMITED | BZ | 11,715,799 | $177.7M | 4.09% |
| 12 | CCC INTELLIGENT SOLUTIONS HL | CCC | 13,253,224 | $176.9M | 4.07% |
| 13 | NU HLDGS LTD | NU | 17,863,305 | $129.5M | 2.98% |
| 14 | GRAB HOLDINGS LIMITED | GRABW | 31,173,009 | $110.4M | 2.54% |
| 15 | CARGURUS INC | CARG | 5,746,141 | $100.7M | 2.32% |
| 16 | TOAST INC | TOST | 4,540,985 | $85.1M | 1.96% |
| 17 | PELOTON INTERACTIVE INC | PTON | 14,344,188 | $72.4M | 1.67% |
| 18 | CLEARWATER ANALYTICS HLDGS I | CWAN | 2,514,083 | $48.6M | 1.12% |
| 19 | OSCAR HEALTH INC | OSCR | 8,149,862 | $45.4M | 1.04% |
| 20 | MAPLEBEAR INC | CART | 1,501,285 | $44.6M | 1.03% |
| 21 | SNOWFLAKE INC | SNOW | 286,854 | $43.8M | 1.01% |
| 22 | PROCORE TECHNOLOGIES INC | PCOR | 633,824 | $41.4M | 0.95% |
| 23 | ARM HOLDINGS PLC | 042068205 | 750,000 | $40.1M | 0.92% |
| 24 | ENGAGESMART INC | 29283F103 | 2,191,705 | $39.4M | 0.91% |
| 25 | ARCO PLATFORM LTD | G04553106 | 1,565,395 | $21.6M | 0.50% |
| 26 | KLAVIYO INC | KVYO | 500,000 | $17.3M | 0.40% |
| 27 | NEXTDOOR HOLDINGS INC | NXDR | 2,000,000 | $3.6M | 0.08% |
| 28 | ROOT INC | ROOT | 154,320 | $1.5M | 0.03% |
| 29 | 23ANDME HOLDING CO | 90138Q108 | 500,000 | $488,850 | 0.01% |