Dragoneer Investment Group, LLC Q1 2023 Filing
Filed May 15, 2023
Portfolio Value
$4223.5T
Holdings
30
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (30 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GTMZOOMINFO TECHNOLOGIES INC | 21,203,833 | $523.9T | 12.41% | |
| 2 | SNOWSNOWFLAKE INC | 3,091,640 | $477.0T | 11.29% | |
| 3 | GLBEGLOBAL E ONLINE LTD | 13,515,618 | $435.6T | 10.31% | |
| 4 | JAMFJAMF HLDG CORP | 16,519,521 | $320.8T | 7.60% | |
| 5 | DDOGDATADOG INC | 4,129,572 | $300.1T | 7.10% | |
| 6 | DASHDOORDASH INC | 4,358,742 | $277.0T | 6.56% | |
| 7 | UBERUBER TECHNOLOGIES INC | 7,488,919 | $237.4T | 5.62% | |
| 8 | XYZBLOCK INC | 3,113,035 | $213.7T | 5.06% | |
| 9 | NCNONCINO INC | 8,152,898 | $202.0T | 4.78% | |
| 10 | CARGCARGURUS INC | 9,283,746 | $173.4T | 4.11% | |
| 11 | NUNU HLDGS LTD | 28,142,906 | $134.0T | 3.17% | |
| 12 | CCCCCC INTELLIGENT SOLUTIONS HL | 14,573,324 | $130.7T | 3.10% | |
| 13 | FTCHQFARFETCH LTD | 25,710,155 | $126.2T | 2.99% | |
| 14 | RBLXROBLOX CORP | 2,591,576 | $116.6T | 2.76% | |
| 15 | PTONPELOTON INTERACTIVE INC | 9,496,492 | $107.7T | 2.55% | |
| 16 | PCORPROCORE TECHNOLOGIES INC | 1,675,989 | $105.0T | 2.49% | |
| 17 | —CVENT HOLDING CORP | 12,552,000 | $104.9T | 2.48% | |
| 18 | SCHWSCHWAB CHARLES CORP | 1,117,000 | $58.5T | 1.39% | |
| 19 | OSCROSCAR HEALTH INC | 7,766,264 | $50.8T | 1.20% | |
| 20 | ENFNENFUSION INC | 4,218,452 | $44.3T | 1.05% | |
| 21 | CWANCLEARWATER ANALYTICS HLDGS I | 2,514,083 | $40.1T | 0.95% | |
| 22 | —ARCO PLATFORM LTD | 1,565,395 | $17.2T | 0.41% | |
| 23 | XPXP INC | 788,664 | $9.4T | 0.22% | |
| 24 | —TCV ACQUISITION CORP | 500,000 | $5.1T | 0.12% | |
| 25 | NXDRNEXTDOOR HOLDINGS INC | 2,000,000 | $4.3T | 0.10% | |
| 26 | —MELI KASZEK PIONEER CORP | 400,000 | $4.1T | 0.10% | |
| 27 | —PORTAGE FINTECH ACQUISITN CO | 182,000 | $1.9T | 0.04% | |
| 28 | —23ANDME HOLDING CO | 500,000 | $1.1T | 0.03% | |
| 29 | ROOTROOT INC | 154,320 | $696.0B | 0.02% | |
| 30 | —PORTAGE FINTECH ACQUISITN CO | 60,666 | $7.8B | 0.00% |