13F HOLDINGS REPORT
Dragoneer Investment Group, LLC
Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0000950123-24-005231
Total Value
$4.32B
Positions
29
Other Managers
0
Confidential Omitted
No
Holdings (29)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | GLOBAL E ONLINE LTD | GLBE | 13,445,195 | $488.7M | 11.32% |
| 2 | ZOOMINFO TECHNOLOGIES INC | GTM | 22,120,065 | $354.6M | 8.21% |
| 3 | ROBLOX CORP | RBLX | 9,257,159 | $353.4M | 8.18% |
| 4 | COUPANG INC | CPNG | 19,225,775 | $342.0M | 7.92% |
| 5 | FLUTTER ENTMT PLC | G3643J108 | 1,683,408 | $335.6M | 7.77% |
| 6 | KANZHUN LIMITED | BZ | 17,925,513 | $314.2M | 7.28% |
| 7 | JAMF HLDG CORP | 47074L105 | 16,519,521 | $303.1M | 7.02% |
| 8 | BLOCK INC | BSQKZ | 3,389,097 | $286.6M | 6.64% |
| 9 | DOORDASH INC | DASH | 1,600,970 | $220.5M | 5.11% |
| 10 | DYNATRACE INC | DT | 4,577,552 | $212.6M | 4.92% |
| 11 | OSCAR HEALTH INC | OSCR | 12,725,999 | $189.2M | 4.38% |
| 12 | TOAST INC | TOST | 7,565,152 | $188.5M | 4.37% |
| 13 | NU HLDGS LTD | NU | 13,211,464 | $157.6M | 3.65% |
| 14 | CCC INTELLIGENT SOLUTIONS HL | CCC | 12,095,793 | $144.7M | 3.35% |
| 15 | PDD HOLDINGS INC | PDD | 1,080,492 | $125.6M | 2.91% |
| 16 | NCINO INC | NCNO | 1,771,454 | $66.2M | 1.53% |
| 17 | PROCORE TECHNOLOGIES INC | PCOR | 633,824 | $52.1M | 1.21% |
| 18 | PELOTON INTERACTIVE INC | PTON | 11,288,305 | $48.4M | 1.12% |
| 19 | DATADOG INC | DDOG | 271,800 | $33.6M | 0.78% |
| 20 | GRAB HOLDINGS LIMITED | GRABW | 8,509,619 | $26.7M | 0.62% |
| 21 | ASTERA LABS INC | ALAB | 300,000 | $22.3M | 0.52% |
| 22 | BBB FOODS INC | TBBB | 800,000 | $19.0M | 0.44% |
| 23 | KLAVIYO INC | KVYO | 500,000 | $12.7M | 0.29% |
| 24 | ROOT INC | ROOT | 154,320 | $9.4M | 0.22% |
| 25 | AMER SPORTS INC | AS | 300,000 | $4.9M | 0.11% |
| 26 | NEXTDOOR HOLDINGS INC | NXDR | 2,000,000 | $4.5M | 0.10% |
| 27 | REDDIT INC | RDDT | 30,000 | $1.5M | 0.03% |
| 28 | 23ANDME HOLDING CO | 90138Q108 | 500,000 | $266,000 | 0.01% |
| 29 | SNOWFLAKE INC | SNOW | 500 | $80,800 | 0.00% |