Dragoneer Investment Group, LLC Q4 2017 Filing
Filed February 14, 2018
Portfolio Value
$610.5B
Holdings
20
Report Date
Q4 2017
Filing Type
13F-HR
All Holdings (20 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | JDJD COM INC | 1,602,805 | $66.4B | 10.87% | |
| 2 | NOWSERVICENOW INC | 497,977 | $64.9B | 10.64% | |
| 3 | WUBAUSD58 COM INC | 901,368 | $64.5B | 10.57% | |
| 4 | TWLOTWILIO INC | 2,221,285 | $52.4B | 8.59% | |
| 5 | METAFACEBOOK INC | 276,890 | $48.9B | 8.00% | |
| 6 | —MULESOFT INC | 2,073,737 | $48.2B | 7.90% | |
| 7 | ETSYETSY INC | 2,000,000 | $40.9B | 6.70% | |
| 8 | BABAALIBABA GROUP HLDG LTD | 222,145 | $38.3B | 6.27% | |
| 9 | RDFNREDFIN CORP | 966,183 | $30.3B | 4.96% | |
| 10 | BLBLACKLINE INC | 901,481 | $29.6B | 4.84% | |
| 11 | —SENDGRID INC | 1,057,290 | $25.3B | 4.15% | |
| 12 | APPFAPPFOLIO INC | 565,343 | $23.5B | 3.84% | |
| 13 | NFLXNETFLIX INC | 105,260 | $20.2B | 3.31% | |
| 14 | MMYTMAKEMYTRIP LIMITED MAURITIUS | 637,868 | $19.0B | 3.12% | |
| 15 | SAILEURSAILPOINT TECHNLGIES HLDGS I | 1,250,000 | $18.1B | 2.97% | |
| 16 | —RISE ED CAYMAN LTD | 525,000 | $7.8B | 1.27% | |
| 17 | —PPDAI GROUP INC | 865,200 | $6.2B | 1.01% | |
| 18 | LXLEXINFINTECH HLDGS LTD | 250,000 | $3.5B | 0.57% | |
| 19 | —JIANPU TECHNOLOGY INC | 200,000 | $1.3B | 0.21% | |
| 20 | —ELLIE MAE INC | 14,000 | $1.3B | 0.21% |