Dragoneer Investment Group, LLC Q2 2020 Filing
Filed August 14, 2020
Portfolio Value
$3.0T
Holdings
23
Report Date
Q2 2020
Filing Type
13F-HR
All Holdings (23 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | UBERUBER TECHNOLOGIES INC | 19,976,432 | $620.9B | 20.57% | |
| 2 | DDOGDATADOG INC | 4,920,611 | $427.8B | 14.17% | |
| 3 | DTDYNATRACE INC | 6,560,719 | $266.4B | 8.82% | |
| 4 | TWLOTWILIO INC | 1,166,029 | $255.8B | 8.48% | |
| 5 | XYZSQUARE INC | 1,777,689 | $186.6B | 6.18% | |
| 6 | LVGOLIVONGO HEALTH INC | 2,370,281 | $178.2B | 5.90% | |
| 7 | GTMZOOMINFO TECHNOLOGIES INC | 3,116,769 | $159.0B | 5.27% | |
| 8 | BABAALIBABA GROUP HLDG LTD | 699,587 | $150.9B | 5.00% | |
| 9 | CARGCARGURUS INC | 5,691,167 | $144.3B | 4.78% | |
| 10 | NOWSERVICENOW INC | 304,585 | $123.4B | 4.09% | |
| 11 | METAFACEBOOK INC | 433,478 | $98.4B | 3.26% | |
| 12 | FNDFLOOR & DECOR HLDGS INC | 1,570,362 | $90.5B | 3.00% | |
| 13 | APIAGORA INC | 1,997,733 | $88.2B | 2.92% | |
| 14 | —GREENSKY INC | 14,787,696 | $72.5B | 2.40% | |
| 15 | DAYCERIDIAN HCM HLDG INC | 899,808 | $71.3B | 2.36% | |
| 16 | WUBAUSD58 COM INC | 1,136,873 | $61.3B | 2.03% | |
| 17 | —ARCO PLATFORM LTD | 209,776 | $9.1B | 0.30% | |
| 18 | TMETENCENT MUSIC ENTMT GROUP | 481,764 | $6.5B | 0.21% | |
| 19 | —SUNLANDS TECHNOLOGY GROUP | 2,976,874 | $4.0B | 0.13% | |
| 20 | PINSPINTEREST INC | 50,000 | $1.1B | 0.04% | |
| 21 | BILLBILL COM HLDGS INC | 11,800 | $1.1B | 0.04% | |
| 22 | CRWDCROWDSTRIKE HLDGS INC | 10,000 | $1.0B | 0.03% | |
| 23 | XPXP INC | 9,948 | $418.0M | 0.01% |