Dragoneer Investment Group, LLC Q1 2021 Filing
Filed May 17, 2021
Portfolio Value
$7.0T
Holdings
48
Report Date
Q1 2021
Filing Type
13F-HR
All Holdings (48 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SNOWSNOWFLAKE INC | 3,276,596 | $751.3B | 10.75% | |
| 2 | UBERUBER TECHNOLOGIES INC | 11,320,595 | $617.1B | 8.83% | |
| 3 | ABNBAIRBNB INC | 3,223,630 | $605.8B | 8.67% | |
| 4 | DASHDOORDASH INC | 3,697,855 | $484.9B | 6.94% | |
| 5 | DTDYNATRACE INC | 8,604,414 | $415.1B | 5.94% | |
| 6 | XYZSQUARE INC | 1,777,689 | $403.6B | 5.78% | |
| 7 | DDOGDATADOG INC | 4,474,482 | $372.9B | 5.34% | |
| 8 | TWLOTWILIO INC | 777,393 | $264.9B | 3.79% | |
| 9 | CARGCARGURUS INC | 9,283,746 | $221.2B | 3.17% | |
| 10 | —DUCK CREEK TECHNOLOGIES INC | 4,440,120 | $200.4B | 2.87% | |
| 11 | JAMFJAMF HLDG CORP | 5,647,291 | $199.5B | 2.85% | |
| 12 | BABAALIBABA GROUP HLDG LTD | 802,216 | $181.9B | 2.60% | |
| 13 | GTMZOOMINFO TECHNOLOGIES INC | 3,366,769 | $164.6B | 2.36% | |
| 14 | FNDFLOOR & DECOR HLDGS INC | 1,570,362 | $149.9B | 2.15% | |
| 15 | PTONPELOTON INTERACTIVE INC | 1,313,520 | $147.7B | 2.11% | |
| 16 | SMARGBPSMARTSHEET INC | 2,046,983 | $130.8B | 1.87% | |
| 17 | RBLXROBLOX CORP | 1,999,999 | $129.7B | 1.86% | |
| 18 | BMBLBUMBLE INC | 2,000,000 | $124.8B | 1.79% | |
| 19 | ROOTGBPROOT INC | 9,259,259 | $117.9B | 1.69% | |
| 20 | PLTKPLAYTIKA HLDG CORP | 4,125,000 | $112.2B | 1.61% | |
| 21 | APIAGORA INC | 1,997,733 | $100.4B | 1.44% | |
| 22 | UUNITY SOFTWARE INC | 1,000,000 | $100.3B | 1.44% | |
| 23 | METAFACEBOOK INC | 339,374 | $100.0B | 1.43% | |
| 24 | FUBOFUBOTV INC | 4,295,360 | $95.0B | 1.36% | |
| 25 | —DATTO HLDG CORP | 3,706,333 | $84.9B | 1.22% | |
| 26 | BEKEKE HLDGS INC | 1,250,000 | $71.2B | 1.02% | |
| 27 | OSCROSCAR HEALTH INC | 2,543,841 | $68.4B | 0.98% | |
| 28 | —THOMA BRAVO ADVANTAGE | 6,000,000 | $62.7B | 0.90% | |
| 29 | TUYATUYA INC | 2,850,000 | $60.2B | 0.86% | |
| 30 | GDRXGOODRX HLDGS INC | 1,300,000 | $50.7B | 0.73% | |
| 31 | SANASANA BIOTECHNOLOGY INC | 1,500,000 | $50.2B | 0.72% | |
| 32 | XPEVXPENG INC | 1,200,000 | $43.8B | 0.63% | |
| 33 | —HEALTH ASSURN ACQUISITION CO | 4,000,000 | $43.0B | 0.62% | |
| 34 | —ALTIMETER GROWTH CORP | 2,550,000 | $31.2B | 0.45% | |
| 35 | —QUALTRICS INTL INC | 800,000 | $26.3B | 0.38% | |
| 36 | ACVAACV AUCTIONS INC | 750,000 | $26.0B | 0.37% | |
| 37 | ONTFON24 INC | 500,000 | $24.3B | 0.35% | |
| 38 | DAYCERIDIAN HCM HLDG INC | 266,475 | $22.5B | 0.32% | |
| 39 | POSHEURPOSHMARK INC | 550,000 | $22.3B | 0.32% | |
| 40 | —CONTEXTLOGIC INC | 1,321,730 | $20.9B | 0.30% | |
| 41 | OLOGBXOLO INC | 750,000 | $19.8B | 0.28% | |
| 42 | OSH3EUROAK STR HEALTH INC | 350,019 | $19.0B | 0.27% | |
| 43 | NCNO*NCINO INC | 275,000 | $18.3B | 0.26% | |
| 44 | COURCOURSERA INC | 350,000 | $15.8B | 0.23% | |
| 45 | —SUPERNOVA PARTNERS ACQUISITI | 700,000 | $7.0B | 0.10% | |
| 46 | AFRMAFFIRM HLDGS INC | 75,000 | $5.3B | 0.08% | |
| 47 | PINSPINTEREST INC | 25,000 | $1.9B | 0.03% | |
| 48 | —DRAGONEER GROWTH OPPORTUN CO | 10,000 | $104.0M | 0.00% |