Dragoneer Investment Group, LLC Q4 2019 Filing
Filed February 14, 2020
Portfolio Value
$2.4T
Holdings
21
Report Date
Q4 2019
Filing Type
13F-HR
All Holdings (21 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | UBERUBER TECHNOLOGIES INC | 21,359,622 | $635.2B | 26.36% | |
| 2 | TWLOTWILIO INC | 2,990,166 | $293.9B | 12.19% | |
| 3 | DDOGDATADOG INC | 6,901,048 | $260.7B | 10.82% | |
| 4 | BABAALIBABA GROUP HLDG LTD | 1,076,070 | $228.2B | 9.47% | |
| 5 | DTDYNATRACE INC | 7,775,051 | $196.7B | 8.16% | |
| 6 | DAYCERIDIAN HCM HLDG INC | 2,136,482 | $145.0B | 6.02% | |
| 7 | —GREENSKY INC | 15,347,750 | $136.6B | 5.67% | |
| 8 | LVGOLIVONGO HEALTH INC | 4,579,912 | $114.8B | 4.76% | |
| 9 | NOWSERVICENOW INC | 395,787 | $111.7B | 4.64% | |
| 10 | WUBAUSD58 COM INC | 1,371,562 | $88.8B | 3.68% | |
| 11 | METAFACEBOOK INC | 290,565 | $59.6B | 2.47% | |
| 12 | XPXP INC | 1,209,758 | $46.6B | 1.93% | |
| 13 | BILLBILL COM HLDGS INC | 451,923 | $17.2B | 0.71% | |
| 14 | UPWKUPWORK INC | 1,603,038 | $17.1B | 0.71% | |
| 15 | PTONPELOTON INTERACTIVE INC | 554,974 | $15.8B | 0.65% | |
| 16 | —MEDALLIA INC | 500,000 | $15.6B | 0.65% | |
| 17 | —SUNLANDS TECHNOLOGY GROUP | 2,976,874 | $7.7B | 0.32% | |
| 18 | ZMZOOM VIDEO COMMUNICATIONS IN | 100,000 | $6.8B | 0.28% | |
| 19 | TMETENCENT MUSIC ENTMT GROUP | 515,464 | $6.1B | 0.25% | |
| 20 | FTCHQFARFETCH LTD | 400,000 | $4.1B | 0.17% | |
| 21 | NFLXNETFLIX INC | 5,120 | $1.7B | 0.07% |