Dragoneer Investment Group, LLC Q2 2018 Filing
Filed August 14, 2018
Portfolio Value
$1.1T
Holdings
22
Report Date
Q2 2018
Filing Type
13F-HR
All Holdings (22 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SPOTSPOTIFY TECHNOLOGY S A | 1,190,200 | $200.2B | 17.55% | |
| 2 | TWLOTWILIO INC | 2,636,767 | $147.7B | 12.95% | |
| 3 | DAYCERIDIAN HCM HLDG INC | 4,361,341 | $144.8B | 12.69% | |
| 4 | METAFACEBOOK INC | 571,863 | $111.1B | 9.74% | |
| 5 | JDJD COM INC | 1,823,248 | $71.0B | 6.22% | |
| 6 | NOWSERVICENOW INC | 395,277 | $68.2B | 5.97% | |
| 7 | WUBAUSD58 COM INC | 838,868 | $58.2B | 5.10% | |
| 8 | RDFNREDFIN CORP | 2,071,145 | $47.8B | 4.19% | |
| 9 | BABAALIBABA GROUP HLDG LTD | 222,145 | $41.2B | 3.61% | |
| 10 | —SENDGRID INC | 1,529,267 | $40.6B | 3.55% | |
| 11 | MLB1MERCADOLIBRE INC | 113,000 | $33.8B | 2.96% | |
| 12 | NFLXNETFLIX INC | 79,760 | $31.2B | 2.74% | |
| 13 | —SUNLANDS ONLINE ED GROUP | 3,123,555 | $27.8B | 2.44% | |
| 14 | APPFAPPFOLIO INC | 423,143 | $25.9B | 2.27% | |
| 15 | MMYTMAKEMYTRIP LIMITED MAURITIUS | 637,868 | $23.1B | 2.02% | |
| 16 | CWHCAMPING WORLD HLDGS INC | 663,781 | $16.6B | 1.45% | |
| 17 | SMARGBPSMARTSHEET INC | 603,992 | $15.7B | 1.37% | |
| 18 | —GREENSKY INC | 650,000 | $13.7B | 1.20% | |
| 19 | AYAEURSTARS GROUP INC | 225,000 | $8.2B | 0.72% | |
| 20 | DBXDROPBOX INC | 242,100 | $7.8B | 0.69% | |
| 21 | DOMODOMO INC | 198,388 | $5.4B | 0.47% | |
| 22 | SNAPSNAP INC | 75,000 | $982.0M | 0.09% |