13F HOLDINGS REPORT
Dragoneer Investment Group, LLC
Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0000950123-24-008380
Total Value
$5.23B
Positions
33
Other Managers
0
Confidential Omitted
No
Holdings (33)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | GLOBAL E ONLINE LTD | GLBE | 14,734,024 | $534.4M | 10.21% |
| 2 | ATLASSIAN CORPORATION | TEAM | 2,656,057 | $469.8M | 8.98% |
| 3 | ROBLOX CORP | RBLX | 11,745,203 | $437.0M | 8.35% |
| 4 | COUPANG INC | CPNG | 16,862,894 | $353.3M | 6.75% |
| 5 | PDD HOLDINGS INC | PDD | 2,620,838 | $348.4M | 6.66% |
| 6 | DOORDASH INC | DASH | 2,847,537 | $309.8M | 5.92% |
| 7 | FLUTTER ENTMT PLC | G3643J108 | 1,683,408 | $307.0M | 5.86% |
| 8 | ZOOMINFO TECHNOLOGIES INC | GTM | 22,120,065 | $282.5M | 5.40% |
| 9 | KANZHUN LIMITED | BZ | 14,892,201 | $280.1M | 5.35% |
| 10 | JAMF HLDG CORP | 47074L105 | 16,387,018 | $270.4M | 5.17% |
| 11 | BLOCK INC | BSQKZ | 3,373,167 | $217.5M | 4.16% |
| 12 | DUOLINGO INC | DUOL | 981,302 | $204.8M | 3.91% |
| 13 | OSCAR HEALTH INC | OSCR | 12,725,999 | $201.3M | 3.85% |
| 14 | DAYFORCE INC | 15677J108 | 3,896,644 | $193.3M | 3.69% |
| 15 | CCC INTELLIGENT SOLUTIONS HL | CCC | 15,904,993 | $176.7M | 3.38% |
| 16 | NU HLDGS LTD | NU | 13,211,464 | $170.3M | 3.25% |
| 17 | PROCORE TECHNOLOGIES INC | PCOR | 2,243,431 | $148.8M | 2.84% |
| 18 | TOAST INC | TOST | 3,473,838 | $89.5M | 1.71% |
| 19 | RUBRIK INC. | RBRK | 1,550,000 | $47.5M | 0.91% |
| 20 | AFFIRM HLDGS INC | AFRM | 1,496,824 | $45.2M | 0.86% |
| 21 | PELOTON INTERACTIVE INC | PTON | 11,288,305 | $38.2M | 0.73% |
| 22 | DATADOG INC | DDOG | 271,800 | $35.2M | 0.67% |
| 23 | IBOTTA INC | IBTA | 250,000 | $18.8M | 0.36% |
| 24 | DYNATRACE INC | DT | 338,487 | $15.1M | 0.29% |
| 25 | KLAVIYO INC | KVYO | 500,000 | $12.4M | 0.24% |
| 26 | ROOT INC | ROOT | 154,320 | $8.0M | 0.15% |
| 27 | NEXTDOOR HOLDINGS INC | NXDR | 2,000,000 | $5.6M | 0.11% |
| 28 | MARAVAI LIFESCIENCES HLDGS I | MARA | 750,468 | $5.4M | 0.10% |
| 29 | WAYSTAR HLDG CORP | WAY | 200,000 | $4.3M | 0.08% |
| 30 | REDDIT INC | RDDT | 30,000 | $1.9M | 0.04% |
| 31 | TEMPUS AI INC | TEM | 50,000 | $1.8M | 0.03% |
| 32 | 23ANDME HOLDING CO | 90138Q108 | 500,000 | $195,600 | 0.00% |
| 33 | SNOWFLAKE INC | SNOW | 500 | $67,545 | 0.00% |