Dragoneer Investment Group 13F, Q2 2023
Marc Stad · quarter ending 30 June 2023 · filed 14 August 2023 · SEC CIK 1602189
$4.84B
Filed US book
26
Positions
11.6%
Largest position
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q2 2023
The 25 largest of 26 positions. Weights are against the whole filed book.
| Company | Ticker | Value | % of book |
|---|---|---|---|
| ZOOMINFO TECHNOLOGIES INC | GTM | $561.63M | 11.6% |
| GLOBAL E ONLINE LTD | $520.48M | 10.8% | |
| DOORDASH INC | DASH | $362.65M | 7.5% |
| DATADOG INC | DDOG | $353.67M | 7.3% |
| UBER TECHNOLOGIES INC | UBER | $323.30M | 6.7% |
| JAMF HLDG CORP | JAMF | $322.46M | 6.7% |
| BLOCK INC | XYZ | $311.91M | 6.4% |
| SNOWFLAKE INC | SNOW | $265.97M | 5.5% |
| NCINO INC | NCNO | $245.57M | 5.1% |
| NU HLDGS LTD | $222.05M | 4.6% | |
| CARGURUS INC | CARG | $210.09M | 4.3% |
| FARFETCH LTD | $205.25M | 4.2% | |
| PDD HOLDINGS INC | PDD | $179.61M | 3.7% |
| CCC INTELLIGENT SOLUTIONS HL | CCC | $158.86M | 3.3% |
| PELOTON INTERACTIVE INC | PTON | $110.31M | 2.3% |
| ROBLOX CORP | RBLX | $104.44M | 2.2% |
| TOAST INC | TOST | $102.49M | 2.1% |
| OSCAR HEALTH INC | OSCR | $65.69M | 1.4% |
| PROCORE TECHNOLOGIES INC | PCOR | $57.42M | 1.2% |
| GRAB HOLDINGS LIMITED | $49.24M | 1.0% | |
| KENVUE INC | KVUE | $42.27M | 0.9% |
| CLEARWATER ANALYTICS HLDGS I | $39.90M | 0.8% | |
| ARCO PLATFORM LTD | $19.00M | 0.4% | |
| NEXTDOOR HOLDINGS INC | NXDR | $6.52M | 0.1% |
| ROOT INC | ROOT | $1.38M | 0.0% |
This is the earliest Dragoneer Investment Group 13F we hold, so there is no earlier filing here to compare it with.
Other quarters
Source: SEC Form 13F-HR, accession 0000950123-23-008232, filed by Dragoneer Investment Group, LLC. Values are as filed and cover US-listed positions only; a 13F does not show short positions or holdings outside the US. A 13F may be filed up to 45 days after the quarter ends, so the fund may have traded since. Educational information, not financial advice.