Dragoneer Investment Group, LLC Q3 2022 Filing
Filed November 14, 2022
Portfolio Value
$3.8T
Holdings
35
Report Date
Q3 2022
Filing Type
13F-HR
All Holdings (35 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SNOWSNOWFLAKE INC | 2,800,810 | $476.0B | 12.52% | |
| 2 | GTMZOOMINFO TECHNOLOGIES INC | 11,077,969 | $461.5B | 12.14% | |
| 3 | JAMFJAMF HLDG CORP | 17,105,991 | $379.1B | 9.97% | |
| 4 | DDOGDATADOG INC | 4,018,070 | $356.7B | 9.38% | |
| 5 | NCNONCINO INC | 7,316,557 | $249.6B | 6.56% | |
| 6 | GLBEGLOBAL E ONLINE LTD | 8,962,409 | $239.8B | 6.31% | |
| 7 | UBERUBER TECHNOLOGIES INC | 7,547,063 | $200.0B | 5.26% | |
| 8 | DASHDOORDASH INC | 3,553,629 | $175.7B | 4.62% | |
| 9 | CCCCCC INTELLIGENT SOLUTIONS HL | 14,573,324 | $132.6B | 3.49% | |
| 10 | CARGCARGURUS INC | 9,283,746 | $131.6B | 3.46% | |
| 11 | NUNU HLDGS LTD | 28,142,906 | $123.8B | 3.26% | |
| 12 | FTCHQFARFETCH LTD | 14,652,820 | $109.2B | 2.87% | |
| 13 | FNDFLOOR & DECOR HLDGS INC | 1,413,326 | $99.3B | 2.61% | |
| 14 | CWANCLEARWATER ANALYTICS HLDGS I | 5,801,954 | $97.4B | 2.56% | |
| 15 | DTDYNATRACE INC | 2,769,416 | $96.4B | 2.54% | |
| 16 | ENFNENFUSION INC | 6,490,000 | $80.1B | 2.11% | |
| 17 | PTONPELOTON INTERACTIVE INC | 10,745,815 | $74.5B | 1.96% | |
| 18 | —CVENT HOLDING CORP | 12,552,000 | $65.9B | 1.73% | |
| 19 | ESMTUSDENGAGESMART INC | 2,468,874 | $51.1B | 1.34% | |
| 20 | PCORPROCORE TECHNOLOGIES INC | 882,429 | $43.7B | 1.15% | |
| 21 | —HEALTH ASSURN ACQUISITION CO | 4,000,000 | $39.9B | 1.05% | |
| 22 | IOTSAMSARA INC | 2,716,397 | $32.8B | 0.86% | |
| 23 | LAWCS DISCO INC | 2,332,974 | $23.3B | 0.61% | |
| 24 | —ARCO PLATFORM LTD | 1,565,395 | $16.9B | 0.44% | |
| 25 | RBLXROBLOX CORP | 456,553 | $16.4B | 0.43% | |
| 26 | OSCROSCAR HEALTH INC | 1,346,154 | $6.7B | 0.18% | |
| 27 | NXDRNEXTDOOR HOLDINGS INC | 2,000,000 | $5.6B | 0.15% | |
| 28 | —TCV ACQUISITION CORP | 500,000 | $4.9B | 0.13% | |
| 29 | —MELI KASZEK PIONEER CORP | 400,000 | $3.9B | 0.10% | |
| 30 | 8DTSQUARESPACE INC | 146,228 | $3.1B | 0.08% | |
| 31 | —PORTAGE FINTECH ACQUISITN CO | 182,000 | $1.8B | 0.05% | |
| 32 | —23ANDME HOLDING CO | 500,000 | $1.4B | 0.04% | |
| 33 | ROOTROOT INC | 154,320 | $1.2B | 0.03% | |
| 34 | —HEALTH ASSURN ACQUISITION CO | 1,000,000 | $30.0M | 0.00% | |
| 35 | —PORTAGE FINTECH ACQUISITN CO | 60,666 | $11.0M | 0.00% |