Dragoneer Investment Group, LLC Q4 2023 Filing
Filed February 14, 2024
Portfolio Value
$4606.3T
Holdings
28
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (28 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GLBEGLOBAL E ONLINE LTD | 12,437,103 | $492.9T | 10.70% | |
| 2 | XYZBLOCK INC | 6,198,016 | $479.4T | 10.41% | |
| 3 | RBLXROBLOX CORP | 9,257,159 | $423.2T | 9.19% | |
| 4 | GTMZOOMINFO TECHNOLOGIES INC | 22,120,065 | $409.0T | 8.88% | |
| 5 | DASHDOORDASH INC | 3,668,470 | $362.8T | 7.88% | |
| 6 | PDDPDD HOLDINGS INC | 2,097,452 | $306.9T | 6.66% | |
| 7 | DDOGDATADOG INC | 2,458,850 | $298.5T | 6.48% | |
| 8 | JAMFJAMF HLDG CORP | 16,519,521 | $298.3T | 6.48% | |
| 9 | CPNGCOUPANG INC | 17,312,990 | $280.3T | 6.09% | |
| 10 | BZKANZHUN LIMITED | 12,645,672 | $210.0T | 4.56% | |
| 11 | NCNONCINO INC | 4,625,246 | $155.5T | 3.38% | |
| 12 | CCCCCC INTELLIGENT SOLUTIONS HL | 12,095,793 | $137.8T | 2.99% | |
| 13 | OSCROSCAR HEALTH INC | 12,725,999 | $116.4T | 2.53% | |
| 14 | NUNU HLDGS LTD | 13,576,112 | $113.1T | 2.46% | |
| 15 | GRABGRAB HOLDINGS LIMITED | 31,173,009 | $105.1T | 2.28% | |
| 16 | TOSTTOAST INC | 4,540,985 | $82.9T | 1.80% | |
| 17 | PTONPELOTON INTERACTIVE INC | 11,288,305 | $68.7T | 1.49% | |
| 18 | SNOWSNOWFLAKE INC | 286,854 | $57.1T | 1.24% | |
| 19 | ESMTUSDENGAGESMART INC | 2,191,705 | $50.2T | 1.09% | |
| 20 | CARGCARGURUS INC | 1,837,399 | $44.4T | 0.96% | |
| 21 | PCORPROCORE TECHNOLOGIES INC | 633,824 | $43.9T | 0.95% | |
| 22 | CWANCLEARWATER ANALYTICS HLDGS I | 893,361 | $17.9T | 0.39% | |
| 23 | CARTMAPLEBEAR INC | 751,285 | $17.6T | 0.38% | |
| 24 | BIRKBIRKENSTOCK HOLDING PLC | 300,000 | $14.6T | 0.32% | |
| 25 | KVYOKLAVIYO INC | 500,000 | $13.9T | 0.30% | |
| 26 | NXDRNEXTDOOR HOLDINGS INC | 2,000,000 | $3.8T | 0.08% | |
| 27 | ROOTROOT INC | 154,320 | $1.6T | 0.04% | |
| 28 | —23ANDME HOLDING CO | 500,000 | $456.8B | 0.01% |