Dragoneer Investment Group 13F, Q3 2024
Marc Stad · quarter ending 30 September 2024 · filed 14 November 2024 · SEC CIK 1602189
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q3 2024
Weights are against the whole filed book. Changes are in shares held, against the Q2 2024 filing.
| Company | Ticker | Value | % of book | vs Q2 2024 |
|---|---|---|---|---|
| GLOBAL E ONLINE LTD | $588.00M | 10.2% | +4% shares | |
| ATLASSIAN CORPORATION | TEAM | $579.83M | 10.1% | +38% shares |
| ROBLOX CORP | RBLX | $519.84M | 9.0% | unchanged |
| PDD HOLDINGS INC | PDD | $504.76M | 8.8% | +43% shares |
| DAYFORCE INC | DAY | $466.68M | 8.1% | +96% shares |
| COUPANG INC | CPNG | $462.78M | 8.1% | +12% shares |
| DUOLINGO INC | DUOL | $434.01M | 7.5% | +57% shares |
| FLUTTER ENTMT PLC | $399.44M | 7.0% | unchanged | |
| DOORDASH INC | DASH | $294.60M | 5.1% | -28% shares |
| JAMF HLDG CORP | JAMF | $284.31M | 4.9% | unchanged |
| ZOOMINFO TECHNOLOGIES INC | GTM | $228.28M | 4.0% | unchanged |
| BLOCK INC | XYZ | $226.44M | 3.9% | unchanged |
| OSCAR HEALTH INC | OSCR | $201.24M | 3.5% | -25% shares |
| KANZHUN LIMITED | BZ | $191.29M | 3.3% | -26% shares |
| NU HLDGS LTD | $135.25M | 2.4% | -25% shares | |
| CCC INTELLIGENT SOLUTIONS HL | CCC | $101.62M | 1.8% | -42% shares |
| PROCORE TECHNOLOGIES INC | PCOR | $39.12M | 0.7% | -72% shares |
| RUBRIK INC. | RBRK | $34.33M | 0.6% | -31% shares |
| DATADOG INC | DDOG | $31.27M | 0.5% | unchanged |
| IBOTTA INC | IBTA | $15.40M | 0.3% | unchanged |
| ROOT INC | ROOT | $5.83M | 0.1% | unchanged |
| NEXTDOOR HOLDINGS INC | NXDR | $4.96M | 0.1% | unchanged |
| REDDIT INC | RDDT | $1.98M | 0.0% | unchanged |
| SNOWFLAKE INC | SNOW | $57.4K | 0.0% | unchanged |
What changed since Q2 2024
Against the Q2 2024 filing, Dragoneer Investment Group opened 0 new positions, added to 6, trimmed 7, left 11 unchanged and exited 9. Every position is compared, matched on its CUSIP; a change of 2% or less in shares counts as unchanged.
Other quarters
Source: SEC Form 13F-HR, accession 0000950123-24-011513, 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.