Dragoneer Investment Group, LLC Q3 2020 Filing
Filed November 16, 2020
Portfolio Value
$4.5T
Holdings
33
Report Date
Q3 2020
Filing Type
13F-HR
All Holdings (33 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SNOWSNOWFLAKE INC | 3,883,970 | $974.9B | 21.90% | |
| 2 | UBERUBER TECHNOLOGIES INC | 17,946,310 | $654.7B | 14.71% | |
| 3 | DDOGDATADOG INC | 4,469,887 | $456.6B | 10.26% | |
| 4 | DTDYNATRACE INC | 7,263,555 | $298.0B | 6.69% | |
| 5 | XYZSQUARE INC | 1,777,689 | $289.0B | 6.49% | |
| 6 | —DUCK CREEK TECHNOLOGIES INC | 4,440,120 | $201.7B | 4.53% | |
| 7 | TWLOTWILIO INC | 752,883 | $186.0B | 4.18% | |
| 8 | BABAALIBABA GROUP HLDG LTD | 606,716 | $178.4B | 4.01% | |
| 9 | GTMZOOMINFO TECHNOLOGIES INC | 3,366,769 | $144.7B | 3.25% | |
| 10 | CARGCARGURUS INC | 6,311,121 | $136.5B | 3.07% | |
| 11 | FNDFLOOR & DECOR HLDGS INC | 1,570,362 | $117.5B | 2.64% | |
| 12 | JAMFJAMF HLDG CORP | 2,807,378 | $105.6B | 2.37% | |
| 13 | METAFACEBOOK INC | 339,374 | $88.9B | 2.00% | |
| 14 | UUNITY SOFTWARE INC | 1,000,000 | $87.3B | 1.96% | |
| 15 | APIAGORA INC | 1,997,733 | $85.9B | 1.93% | |
| 16 | BEKEKE HLDGS INC | 1,250,000 | $76.6B | 1.72% | |
| 17 | DAYCERIDIAN HCM HLDG INC | 899,808 | $74.4B | 1.67% | |
| 18 | GDRXGOODRX HLDGS INC | 1,300,000 | $72.3B | 1.62% | |
| 19 | NOWSERVICENOW INC | 142,205 | $69.0B | 1.55% | |
| 20 | —GREENSKY INC | 14,238,605 | $63.2B | 1.42% | |
| 21 | XPEVXPENG ING | 1,200,000 | $24.1B | 0.54% | |
| 22 | NCNO*NCINO INC | 275,000 | $21.9B | 0.49% | |
| 23 | OSH3EUROAK STR HEALTH INC | 350,019 | $18.7B | 0.42% | |
| 24 | TMETENCENT MUSIC ENTMT GROUP | 481,764 | $7.1B | 0.16% | |
| 25 | FROGJFROG LTD | 70,000 | $5.9B | 0.13% | |
| 26 | —SUNLANDS TECHNOLOGY GROUP | 2,687,197 | $4.5B | 0.10% | |
| 27 | PTONPELOTON INTERACTIVE INC | 25,800 | $2.6B | 0.06% | |
| 28 | PINSPINTEREST INC | 50,000 | $2.1B | 0.05% | |
| 29 | CRWDCROWDSTRIKE HLDGS INC | 10,000 | $1.4B | 0.03% | |
| 30 | BILLBILL COM HLDGS INC | 11,800 | $1.2B | 0.03% | |
| 31 | LMNDLEMONADE INC | 10,000 | $497.0M | 0.01% | |
| 32 | XPXP INC | 9,948 | $415.0M | 0.01% | |
| 33 | —DRAGONEER GROWTH OPPORTUN CO | 10,000 | $123.0M | 0.00% |