Dragoneer Investment Group, LLC Q1 2020 Filing
Filed May 15, 2020
Portfolio Value
$2.2T
Holdings
24
Report Date
Q1 2020
Filing Type
13F-HR
All Holdings (24 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | UBERUBER TECHNOLOGIES INC | 21,402,034 | $597.5B | 26.68% | |
| 2 | TWLOTWILIO INC | 3,318,893 | $297.0B | 13.26% | |
| 3 | DDOGDATADOG INC | 6,419,943 | $231.0B | 10.31% | |
| 4 | DTDYNATRACE INC | 8,559,935 | $204.1B | 9.11% | |
| 5 | BABAALIBABA GROUP HLDG LTD | 867,925 | $168.8B | 7.54% | |
| 6 | LVGOLIVONGO HEALTH INC | 4,579,912 | $130.7B | 5.83% | |
| 7 | METAFACEBOOK INC | 574,440 | $95.8B | 4.28% | |
| 8 | NOWSERVICENOW INC | 330,550 | $94.7B | 4.23% | |
| 9 | XYZSQUARE INC | 1,651,118 | $86.5B | 3.86% | |
| 10 | CARGCARGURUS INC | 3,640,905 | $69.0B | 3.08% | |
| 11 | WUBAUSD58 COM INC | 1,371,562 | $66.8B | 2.98% | |
| 12 | —GREENSKY INC | 14,787,696 | $56.5B | 2.52% | |
| 13 | DAYCERIDIAN HCM HLDG INC | 1,034,739 | $51.8B | 2.31% | |
| 14 | PTONPELOTON INTERACTIVE INC | 1,253,366 | $33.3B | 1.49% | |
| 15 | PLANUSDANAPLAN INC | 672,586 | $20.4B | 0.91% | |
| 16 | —MEDALLIA INC | 500,000 | $10.0B | 0.45% | |
| 17 | XPXP INC | 480,599 | $9.3B | 0.41% | |
| 18 | TMETENCENT MUSIC ENTMT GROUP | 515,464 | $5.2B | 0.23% | |
| 19 | —SUNLANDS TECHNOLOGY GROUP | 2,976,874 | $4.1B | 0.18% | |
| 20 | FTCHQFARFETCH LTD | 400,000 | $3.2B | 0.14% | |
| 21 | NFLXNETFLIX INC | 5,120 | $1.9B | 0.09% | |
| 22 | PINSPINTEREST INC | 50,000 | $772.0M | 0.03% | |
| 23 | BILLBILL COM HLDGS INC | 21,800 | $746.0M | 0.03% | |
| 24 | SVMKUSDSVMK INC | 29,583 | $400.0M | 0.02% |