Dragoneer Investment Group, LLC Q3 2019 Filing
Filed November 14, 2019
Portfolio Value
$2.4T
Holdings
23
Report Date
Q3 2019
Filing Type
13F-HR
All Holdings (23 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | UBERUBER TECHNOLOGIES INC | 21,260,206 | $647.8B | 27.41% | |
| 2 | TWLOTWILIO INC | 2,802,642 | $308.2B | 13.04% | |
| 3 | DDOGDATADOG INC | 7,544,323 | $255.8B | 10.83% | |
| 4 | BABAALIBABA GROUP HLDG LTD | 1,123,070 | $187.8B | 7.95% | |
| 5 | DAYCERIDIAN HCM HLDG INC | 2,825,463 | $139.5B | 5.90% | |
| 6 | DTDYNATRACE INC | 6,869,735 | $128.3B | 5.43% | |
| 7 | —GREENSKY INC | 15,347,750 | $105.1B | 4.45% | |
| 8 | NOWSERVICENOW INC | 395,787 | $100.5B | 4.25% | |
| 9 | NBISYANDEX N V | 2,593,984 | $90.8B | 3.84% | |
| 10 | LVGOLIVONGO HEALTH INC | 4,820,102 | $84.1B | 3.56% | |
| 11 | WUBAUSD58 COM INC | 1,442,452 | $71.1B | 3.01% | |
| 12 | METAFACEBOOK INC | 384,565 | $68.5B | 2.90% | |
| 13 | SPOTSPOTIFY TECHNOLOGY S A | 428,410 | $48.8B | 2.07% | |
| 14 | UPWKUPWORK INC | 3,021,031 | $40.2B | 1.70% | |
| 15 | PTONPELOTON INTERACTIVE INC | 1,192,000 | $29.9B | 1.27% | |
| 16 | —MEDALLIA INC | 500,000 | $13.7B | 0.58% | |
| 17 | TMETENCENT MUSIC ENTMT GROUP | 979,639 | $12.5B | 0.53% | |
| 18 | ESTCELASTIC N V | 150,000 | $12.4B | 0.52% | |
| 19 | —SUNLANDS ONLINE ED GROUP | 2,976,874 | $8.8B | 0.37% | |
| 20 | FTCHQFARFETCH LTD | 400,000 | $3.5B | 0.15% | |
| 21 | EBEVENTBRITE INC | 155,000 | $2.7B | 0.12% | |
| 22 | STNESTONECO LTD | 50,000 | $1.7B | 0.07% | |
| 23 | NFLXNETFLIX INC | 5,120 | $1.4B | 0.06% |