Dragoneer Investment Group, LLC Q1 2019 Filing
Filed May 15, 2019
Portfolio Value
$1.7T
Holdings
25
Report Date
Q1 2019
Filing Type
13F-HR
All Holdings (25 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TWLOTWILIO INC | 3,255,478 | $420.5B | 25.44% | |
| 2 | BABAALIBABA GROUP HLDG LTD | 1,070,320 | $195.3B | 11.81% | |
| 3 | DAYCERIDIAN HCM HLDG INC | 2,772,832 | $142.2B | 8.60% | |
| 4 | TMETENCENT MUSIC ENTMT GROUP | 7,852,770 | $142.1B | 8.60% | |
| 5 | SPOTSPOTIFY TECHNOLOGY S A | 937,410 | $130.1B | 7.87% | |
| 6 | —GREENSKY INC | 9,017,341 | $116.7B | 7.06% | |
| 7 | NOWSERVICENOW INC | 377,777 | $93.1B | 5.63% | |
| 8 | WUBAUSD58 COM INC | 1,334,194 | $87.6B | 5.30% | |
| 9 | METAFACEBOOK INC | 481,266 | $80.2B | 4.85% | |
| 10 | MLB1MERCADOLIBRE INC | 89,500 | $45.4B | 2.75% | |
| 11 | LYFTLYFT INC | 500,000 | $39.1B | 2.37% | |
| 12 | UPWKUPWORK INC | 1,600,000 | $30.6B | 1.85% | |
| 13 | NFLXNETFLIX INC | 81,805 | $29.2B | 1.76% | |
| 14 | ESTCELASTIC N V | 300,000 | $24.0B | 1.45% | |
| 15 | FTCHQFARFETCH LTD | 718,924 | $19.3B | 1.17% | |
| 16 | STNESTONECO LTD | 350,000 | $14.4B | 0.87% | |
| 17 | —SUNLANDS ONLINE ED GROUP | 3,170,555 | $11.4B | 0.69% | |
| 18 | SVMKUSDSVMK INC | 459,977 | $8.4B | 0.51% | |
| 19 | FUTUFUTU HLDGS LTD | 400,000 | $7.4B | 0.45% | |
| 20 | JDJD COM INC | 194,651 | $5.9B | 0.36% | |
| 21 | EBEVENTBRITE INC | 155,000 | $3.0B | 0.18% | |
| 22 | RDFNREDFIN CORP | 122,391 | $2.5B | 0.15% | |
| 23 | PLANUSDANAPLAN INC | 50,000 | $2.0B | 0.12% | |
| 24 | DOMODOMO INC | 48,388 | $2.0B | 0.12% | |
| 25 | TENBTENABLE HLDGS INC | 20,123 | $637.0M | 0.04% |