Dragoneer Investment Group, LLC Q1 2022 Filing
Filed May 16, 2022
Portfolio Value
$7.8T
Holdings
52
Report Date
Q1 2022
Filing Type
13F-HR
All Holdings (52 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NUNU HLDGS LTD | 153,629,478 | $1.2T | 15.13% | |
| 2 | JAMFJAMF HLDG CORP | 19,482,879 | $678.2B | 8.65% | |
| 3 | DDOGDATADOG INC | 2,900,390 | $439.3B | 5.60% | |
| 4 | SNOWSNOWFLAKE INC | 1,884,883 | $431.9B | 5.51% | |
| 5 | UBERUBER TECHNOLOGIES INC | 11,320,595 | $403.9B | 5.15% | |
| 6 | CARGCARGURUS INC | 9,283,746 | $394.2B | 5.03% | |
| 7 | XYZBLOCK INC | 2,851,979 | $386.7B | 4.93% | |
| 8 | DASHDOORDASH INC | 3,294,334 | $386.1B | 4.92% | |
| 9 | CCCCCC INTELLIGENT SOLUTIONS HL | 32,583,324 | $359.7B | 4.59% | |
| 10 | DTDYNATRACE INC | 7,149,440 | $336.7B | 4.30% | |
| 11 | RIVNRIVIAN AUTOMOTIVE INC | 5,208,075 | $261.7B | 3.34% | |
| 12 | CWANCLEARWATER ANALYTICS HLDGS I | 12,030,026 | $252.6B | 3.22% | |
| 13 | GTMZOOMINFO TECHNOLOGIES INC | 3,943,215 | $235.6B | 3.00% | |
| 14 | PTONPELOTON INTERACTIVE INC | 8,672,304 | $229.1B | 2.92% | |
| 15 | LAWCS DISCO INC | 5,704,854 | $193.8B | 2.47% | |
| 16 | NCNONCINO INC | 4,594,278 | $188.3B | 2.40% | |
| 17 | FTCHQFARFETCH LTD | 10,612,468 | $160.5B | 2.05% | |
| 18 | 0C3ENDEAVOR GROUP HLDGS INC | 4,166,667 | $123.0B | 1.57% | |
| 19 | FNDFLOOR & DECOR HLDGS INC | 1,413,326 | $114.5B | 1.46% | |
| 20 | ABNBAIRBNB INC | 660,000 | $113.4B | 1.45% | |
| 21 | —DATTO HLDG CORP | 3,706,333 | $99.0B | 1.26% | |
| 22 | —CVENT HOLDING CORP | 12,552,000 | $90.2B | 1.15% | |
| 23 | IOTSAMSARA INC | 5,424,513 | $86.9B | 1.11% | |
| 24 | ENFNENFUSION INC | 6,490,000 | $82.6B | 1.05% | |
| 25 | ESMTUSDENGAGESMART INC | 3,626,188 | $77.3B | 0.99% | |
| 26 | PCORPROCORE TECHNOLOGIES INC | 1,318,639 | $76.4B | 0.97% | |
| 27 | GLBEGLOBAL E ONLINE LTD | 2,243,489 | $75.8B | 0.97% | |
| 28 | BMBLBUMBLE INC | 2,000,000 | $58.0B | 0.74% | |
| 29 | RBLXROBLOX CORP | 957,992 | $44.3B | 0.57% | |
| 30 | —HEALTH ASSURN ACQUISITION CO | 4,000,000 | $39.4B | 0.50% | |
| 31 | BZKANZHUN LIMITED | 1,498,373 | $37.3B | 0.48% | |
| 32 | —ARCO PLATFORM LTD | 1,565,395 | $33.0B | 0.42% | |
| 33 | 8DTSQUARESPACE INC | 1,284,622 | $32.9B | 0.42% | |
| 34 | GDRXGOODRX HLDGS INC | 1,300,000 | $25.1B | 0.32% | |
| 35 | EVBGEUREVERBRIDGE INC | 426,486 | $18.6B | 0.24% | |
| 36 | GTLBGITLAB INC | 250,000 | $13.6B | 0.17% | |
| 37 | OSCROSCAR HEALTH INC | 1,346,154 | $13.4B | 0.17% | |
| 38 | NXDRNEXTDOOR HOLDINGS INC | 2,000,000 | $12.0B | 0.15% | |
| 39 | BRZEBRAZE INC | 250,000 | $10.4B | 0.13% | |
| 40 | HCPHASHICORP INC | 120,000 | $6.5B | 0.08% | |
| 41 | TPGTPG INC | 200,000 | $6.0B | 0.08% | |
| 42 | ROOTGBPROOT INC | 2,777,778 | $5.5B | 0.07% | |
| 43 | GRABGRAB HOLDINGS LIMITED | 1,505,000 | $5.3B | 0.07% | |
| 44 | —TCV ACQUISITION CORP | 500,000 | $4.9B | 0.06% | |
| 45 | —MELI KASZEK PIONEER CORP | 400,000 | $4.1B | 0.05% | |
| 46 | —23ANDME HOLDING CO | 500,000 | $1.9B | 0.02% | |
| 47 | —PORTAGE FINTECH ACQUISITN CO | 182,000 | $1.8B | 0.02% | |
| 48 | PATHUIPATH INC | 55,407 | $1.2B | 0.02% | |
| 49 | —HEALTH ASSURN ACQUISITION CO | 1,000,000 | $510.0M | 0.01% | |
| 50 | HOODROBINHOOD MKTS INC | 17,827 | $241.0M | 0.00% | |
| 51 | GRABGRAB HOLDINGS LIMITED | 51,000 | $39.0M | 0.00% | |
| 52 | —PORTAGE FINTECH ACQUISITN CO | 60,666 | $28.0M | 0.00% |