Dragoneer Investment Group, LLC Q3 2023 Filing
Filed November 14, 2023
Portfolio Value
$4344.6T
Holdings
29
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (29 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GLBEGLOBAL E ONLINE LTD | 11,234,734 | $446.5T | 10.28% | |
| 2 | XYZBLOCK INC | 8,971,927 | $397.1T | 9.14% | |
| 3 | GTMZOOMINFO TECHNOLOGIES INC | 22,120,065 | $362.8T | 8.35% | |
| 4 | DASHDOORDASH INC | 4,433,672 | $352.3T | 8.11% | |
| 5 | PDDPDD HOLDINGS INC | 3,035,418 | $297.7T | 6.85% | |
| 6 | JAMFJAMF HLDG CORP | 16,519,521 | $291.7T | 6.71% | |
| 7 | DDOGDATADOG INC | 3,058,113 | $278.6T | 6.41% | |
| 8 | RBLXROBLOX CORP | 9,257,159 | $268.1T | 6.17% | |
| 9 | NCNONCINO INC | 7,999,884 | $254.4T | 5.86% | |
| 10 | CPNGCOUPANG INC | 11,467,417 | $194.9T | 4.49% | |
| 11 | BZKANZHUN LIMITED | 11,715,799 | $177.7T | 4.09% | |
| 12 | CCCCCC INTELLIGENT SOLUTIONS HL | 13,253,224 | $176.9T | 4.07% | |
| 13 | NUNU HLDGS LTD | 17,863,305 | $129.5T | 2.98% | |
| 14 | GRABGRAB HOLDINGS LIMITED | 31,173,009 | $110.4T | 2.54% | |
| 15 | CARGCARGURUS INC | 5,746,141 | $100.7T | 2.32% | |
| 16 | TOSTTOAST INC | 4,540,985 | $85.1T | 1.96% | |
| 17 | PTONPELOTON INTERACTIVE INC | 14,344,188 | $72.4T | 1.67% | |
| 18 | CWANCLEARWATER ANALYTICS HLDGS I | 2,514,083 | $48.6T | 1.12% | |
| 19 | OSCROSCAR HEALTH INC | 8,149,862 | $45.4T | 1.04% | |
| 20 | CARTMAPLEBEAR INC | 1,501,285 | $44.6T | 1.03% | |
| 21 | SNOWSNOWFLAKE INC | 286,854 | $43.8T | 1.01% | |
| 22 | PCORPROCORE TECHNOLOGIES INC | 633,824 | $41.4T | 0.95% | |
| 23 | ARMARM HOLDINGS PLC | 750,000 | $40.1T | 0.92% | |
| 24 | ESMTUSDENGAGESMART INC | 2,191,705 | $39.4T | 0.91% | |
| 25 | —ARCO PLATFORM LTD | 1,565,395 | $21.6T | 0.50% | |
| 26 | KVYOKLAVIYO INC | 500,000 | $17.3T | 0.40% | |
| 27 | NXDRNEXTDOOR HOLDINGS INC | 2,000,000 | $3.6T | 0.08% | |
| 28 | ROOTROOT INC | 154,320 | $1.5T | 0.03% | |
| 29 | —23ANDME HOLDING CO | 500,000 | $488.9B | 0.01% |