13F HOLDINGS REPORT
Dragoneer Investment Group, LLC
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0000950123-24-011513
Total Value
$5.75B
Positions
24
Other Managers
0
Confidential Omitted
No
Holdings (24)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | GLOBAL E ONLINE LTD | GLBE | 15,296,541 | $588.0M | 10.22% |
| 2 | ATLASSIAN CORPORATION | TEAM | 3,651,118 | $579.8M | 10.08% |
| 3 | ROBLOX CORP | RBLX | 11,745,203 | $519.8M | 9.04% |
| 4 | PDD HOLDINGS INC | PDD | 3,744,241 | $504.8M | 8.78% |
| 5 | DAYFORCE INC | 15677J108 | 7,619,274 | $466.7M | 8.11% |
| 6 | COUPANG INC | CPNG | 18,850,451 | $462.8M | 8.05% |
| 7 | DUOLINGO INC | DUOL | 1,538,948 | $434.0M | 7.55% |
| 8 | FLUTTER ENTMT PLC | G3643J108 | 1,683,408 | $399.4M | 6.95% |
| 9 | DOORDASH INC | DASH | 2,064,003 | $294.6M | 5.12% |
| 10 | JAMF HLDG CORP | 47074L105 | 16,387,018 | $284.3M | 4.94% |
| 11 | ZOOMINFO TECHNOLOGIES INC | GTM | 22,120,065 | $228.3M | 3.97% |
| 12 | BLOCK INC | BSQKZ | 3,373,167 | $226.4M | 3.94% |
| 13 | OSCAR HEALTH INC | OSCR | 9,487,894 | $201.2M | 3.50% |
| 14 | KANZHUN LIMITED | BZ | 11,019,095 | $191.3M | 3.33% |
| 15 | NU HLDGS LTD | NU | 9,908,598 | $135.3M | 2.35% |
| 16 | CCC INTELLIGENT SOLUTIONS HL | CCC | 9,196,301 | $101.6M | 1.77% |
| 17 | PROCORE TECHNOLOGIES INC | PCOR | 633,824 | $39.1M | 0.68% |
| 18 | RUBRIK INC. | RBRK | 1,067,823 | $34.3M | 0.60% |
| 19 | DATADOG INC | DDOG | 271,800 | $31.3M | 0.54% |
| 20 | IBOTTA INC | IBTA | 250,000 | $15.4M | 0.27% |
| 21 | ROOT INC | ROOT | 154,320 | $5.8M | 0.10% |
| 22 | NEXTDOOR HOLDINGS INC | NXDR | 2,000,000 | $5.0M | 0.09% |
| 23 | REDDIT INC | RDDT | 30,000 | $2.0M | 0.03% |
| 24 | SNOWFLAKE INC | SNOW | 500 | $57,430 | 0.00% |