Dragoneer Investment Group, LLC Q4 2021 Filing
Filed February 15, 2022
Portfolio Value
$8.7T
Holdings
64
Report Date
Q4 2021
Filing Type
13F-HR
All Holdings (64 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NUNU HLDGS LTD | 155,035,176 | $1.5T | 16.69% | |
| 2 | JAMFJAMF HLDG CORP | 20,173,285 | $766.8B | 8.80% | |
| 3 | RIVNRIVIAN AUTOMOTIVE INC | 5,208,074 | $540.0B | 6.20% | |
| 4 | DDOGDATADOG INC | 2,732,160 | $486.6B | 5.59% | |
| 5 | UBERUBER TECHNOLOGIES INC | 11,320,595 | $474.7B | 5.45% | |
| 6 | SNOWSNOWFLAKE INC | 1,378,322 | $466.9B | 5.36% | |
| 7 | CCCCCC INTELLIGENT SOLUTIONS HL | 32,583,324 | $371.1B | 4.26% | |
| 8 | CARGCARGURUS INC | 9,283,746 | $312.3B | 3.58% | |
| 9 | DTDYNATRACE INC | 4,794,193 | $289.3B | 3.32% | |
| 10 | XYZBLOCK INC | 1,777,689 | $287.1B | 3.30% | |
| 11 | CWANCLEARWATER ANALYTICS HLDGS I | 11,828,717 | $271.8B | 3.12% | |
| 12 | PCORPROCORE TECHNOLOGIES INC | 3,095,122 | $247.5B | 2.84% | |
| 13 | DASHDOORDASH INC | 1,489,210 | $221.7B | 2.55% | |
| 14 | TWLOTWILIO INC | 777,393 | $204.7B | 2.35% | |
| 15 | FNDFLOOR & DECOR HLDGS INC | 1,413,326 | $183.7B | 2.11% | |
| 16 | PTONPELOTON INTERACTIVE INC | 4,832,260 | $172.8B | 1.98% | |
| 17 | 0C3ENDEAVOR GROUP HLDGS INC | 4,166,667 | $145.4B | 1.67% | |
| 18 | ENFNENFUSION INC | 6,422,221 | $134.5B | 1.54% | |
| 19 | LAWCS DISCO INC | 3,426,535 | $122.5B | 1.41% | |
| 20 | METAMETA PLATFORMS INC | 339,374 | $114.1B | 1.31% | |
| 21 | ABNBAIRBNB INC | 660,000 | $109.9B | 1.26% | |
| 22 | IOTSAMSARA INC | 3,847,799 | $108.2B | 1.24% | |
| 23 | GTMZOOMINFO TECHNOLOGIES INC | 1,683,384 | $108.1B | 1.24% | |
| 24 | —CVENT HOLDING CORP | 12,552,000 | $102.5B | 1.18% | |
| 25 | RBLXROBLOX CORP | 957,992 | $98.8B | 1.13% | |
| 26 | —DATTO HLDG CORP | 3,706,333 | $97.7B | 1.12% | |
| 27 | NCNO*NCINO INC | 1,599,650 | $87.8B | 1.01% | |
| 28 | GLBEGLOBAL E ONLINE LTD | 1,234,852 | $78.3B | 0.90% | |
| 29 | BMBLBUMBLE INC | 2,000,000 | $67.7B | 0.78% | |
| 30 | ESMTUSDENGAGESMART INC | 2,773,598 | $66.9B | 0.77% | |
| 31 | HOODROBINHOOD MKTS INC | 3,684,577 | $65.4B | 0.75% | |
| 32 | GDRXGOODRX HLDGS INC | 1,300,000 | $42.5B | 0.49% | |
| 33 | —HEALTH ASSURN ACQUISITION CO | 4,000,000 | $39.1B | 0.45% | |
| 34 | 8DTSQUARESPACE INC | 1,284,622 | $37.9B | 0.43% | |
| 35 | PLTKPLAYTIKA HLDG CORP | 2,062,500 | $35.7B | 0.41% | |
| 36 | PATHUIPATH INC | 748,971 | $32.3B | 0.37% | |
| 37 | —ARCO PLATFORM LTD | 1,361,179 | $28.4B | 0.33% | |
| 38 | SANASANA BIOTECHNOLOGY INC | 1,500,000 | $23.2B | 0.27% | |
| 39 | GTLBGITLAB INC | 250,000 | $21.8B | 0.25% | |
| 40 | GRABGRAB HOLDINGS LIMITED | 3,010,000 | $21.5B | 0.25% | |
| 41 | OSCROSCAR HEALTH INC | 2,543,841 | $20.0B | 0.23% | |
| 42 | BRZEBRAZE INC | 250,000 | $19.3B | 0.22% | |
| 43 | NXDRNEXTDOOR HOLDINGS INC | 2,000,000 | $15.8B | 0.18% | |
| 44 | OLOGBXOLO INC | 750,000 | $15.6B | 0.18% | |
| 45 | DUOLDUOLINGO INC | 125,000 | $13.3B | 0.15% | |
| 46 | ONONON HLDG AG | 300,000 | $11.3B | 0.13% | |
| 47 | HCPHASHICORP INC | 120,000 | $10.9B | 0.13% | |
| 48 | HIPOGBPHIPPO HLDGS INC | 3,329,237 | $9.4B | 0.11% | |
| 49 | ROOTGBPROOT INC | 2,777,778 | $8.6B | 0.10% | |
| 50 | —SUPERNOVA PARTNERS ACQUISTN | 700,000 | $7.2B | 0.08% | |
| 51 | DHDEFINITIVE HEALTHCARE CORP | 250,000 | $6.8B | 0.08% | |
| 52 | —TCV ACQUISITION CORP | 500,000 | $4.9B | 0.06% | |
| 53 | —MELI KASZEK PIONEER CORP | 400,000 | $4.6B | 0.05% | |
| 54 | ALKTALKAMI TECHNOLOGY INC | 200,000 | $4.0B | 0.05% | |
| 55 | UDMYUDEMY INC | 200,000 | $3.9B | 0.04% | |
| 56 | VTEXVTEX | 350,000 | $3.8B | 0.04% | |
| 57 | —23ANDME HOLDING CO | 500,000 | $3.3B | 0.04% | |
| 58 | FRSHFRESHWORKS INC | 100,000 | $2.6B | 0.03% | |
| 59 | —DOMA HOLDINGS INC | 500,000 | $2.5B | 0.03% | |
| 60 | —PORTAGE FINTECH ACQUISITN CO | 182,000 | $1.8B | 0.02% | |
| 61 | —HEALTH ASSURN ACQUISITION CO | 1,000,000 | $830.0M | 0.01% | |
| 62 | —SUPERNOVA PARTNERS ACQUISTN | 175,000 | $415.0M | 0.00% | |
| 63 | GRABGRAB HOLDINGS LIMITED | 102,000 | $215.0M | 0.00% | |
| 64 | —PORTAGE FINTECH ACQUISITN CO | 60,666 | $39.0M | 0.00% |