Dragoneer Investment Group, LLC Q4 2018 Filing
Filed February 14, 2019
Portfolio Value
$1.3T
Holdings
25
Report Date
Q4 2018
Filing Type
13F-HR
All Holdings (25 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TWLOTWILIO INC | 2,577,583 | $230.2B | 17.94% | |
| 2 | BABAALIBABA GROUP HLDG LTD | 1,070,320 | $146.7B | 11.43% | |
| 3 | DAYCERIDIAN HCM HLDG INC | 3,900,000 | $134.5B | 10.48% | |
| 4 | SPOTSPOTIFY TECHNOLOGY S A | 937,410 | $106.4B | 8.29% | |
| 5 | TMETENCENT MUSIC ENTMT GROUP | 7,811,770 | $103.3B | 8.05% | |
| 6 | —SENDGRID INC | 2,111,127 | $91.1B | 7.10% | |
| 7 | —GREENSKY INC | 7,740,381 | $74.1B | 5.77% | |
| 8 | WUBAUSD58 COM INC | 1,334,194 | $72.3B | 5.64% | |
| 9 | NOWSERVICENOW INC | 395,277 | $70.4B | 5.48% | |
| 10 | METAFACEBOOK INC | 481,266 | $63.1B | 4.92% | |
| 11 | SHOPSHOPIFY INC | 291,910 | $40.4B | 3.15% | |
| 12 | UPWKUPWORK INC | 1,512,623 | $27.4B | 2.13% | |
| 13 | MLB1MERCADOLIBRE INC | 89,500 | $26.2B | 2.04% | |
| 14 | NFLXNETFLIX INC | 81,805 | $21.9B | 1.71% | |
| 15 | ESTCELASTIC N V | 300,000 | $21.4B | 1.67% | |
| 16 | FTCHQFARFETCH LTD | 1,000,000 | $17.7B | 1.38% | |
| 17 | —SUNLANDS ONLINE ED GROUP | 3,170,555 | $9.6B | 0.75% | |
| 18 | STNESTONECO LTD | 500,000 | $9.2B | 0.72% | |
| 19 | EBEVENTBRITE INC | 155,000 | $4.3B | 0.34% | |
| 20 | RDFNREDFIN CORP | 289,855 | $4.2B | 0.33% | |
| 21 | JDJD COM INC | 194,651 | $4.1B | 0.32% | |
| 22 | SMARGBPSMARTSHEET INC | 68,892 | $1.7B | 0.13% | |
| 23 | PLANUSDANAPLAN INC | 50,000 | $1.3B | 0.10% | |
| 24 | DOMODOMO INC | 48,388 | $950.0M | 0.07% | |
| 25 | TTDTHE TRADE DESK INC | 5,643 | $655.0M | 0.05% |