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View AllLatest Dragoneer Investment Group, LLC Stock Portfolio
$4.61Billion
Equity Portfolio Value
Last Reported on: 14 Feb, 2024
About Dragoneer Investment Group, LLC and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Dragoneer Investment Group, LLC reported an equity portfolio of $4.3 Billions as of 30 Sep, 2023.
The top stock holdings of Dragoneer Investment Group, LLC are , SQ, ZI. The fund has invested 10.3% of it's portfolio in GLOBAL E ONLINE LTD and 9.1% of portfolio in BLOCK INC.
The fund managers got completely rid off UBER TECHNOLOGIES INC (UBER) and FARFETCH LTD stocks. They significantly reduced their stock positions in SNOWFLAKE INC (SNOW), CARGURUS INC (CARG) and NU HLDGS LTD. Dragoneer Investment Group, LLC opened new stock positions in COUPANG INC (CPNG), KANZHUN LIMITED and ENGAGESMART INC (ESMT). The fund showed a lot of confidence in some stocks as they added substantially to ROBLOX CORP (RBLX), GRAB HOLDINGS LIMITED and BLOCK INC (SQ).
The top stock holdings of Dragoneer Investment Group, LLC are , SQ, ZI. The fund has invested 10.3% of it's portfolio in GLOBAL E ONLINE LTD and 9.1% of portfolio in BLOCK INC.
The fund managers got completely rid off UBER TECHNOLOGIES INC (UBER) and FARFETCH LTD stocks. They significantly reduced their stock positions in SNOWFLAKE INC (SNOW), CARGURUS INC (CARG) and NU HLDGS LTD. Dragoneer Investment Group, LLC opened new stock positions in COUPANG INC (CPNG), KANZHUN LIMITED and ENGAGESMART INC (ESMT). The fund showed a lot of confidence in some stocks as they added substantially to ROBLOX CORP (RBLX), GRAB HOLDINGS LIMITED and BLOCK INC (SQ).
New Buys
| Ticker | $ Bought |
|---|---|
| BIRKENSTOCK HOLDING PLC | 14,619,000 |
New stocks bought by Dragoneer Investment Group, LLC
Additions
| Ticker | % Inc. |
|---|---|
| OSCAR HEALTH INC | 56.15 |
| COUPANG INC | 50.98 |
| GLOBAL E ONLINE LTD | 10.7 |
| KANZHUN LIMITED | 7.94 |
Additions to existing portfolio by Dragoneer Investment Group, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| CARGURUS INC | -68.02 |
| CLEARWATER ANALYTICS HLDGS I | -64.47 |
| MAPLEBEAR INC | -49.96 |
| NCINO INC | -42.18 |
| BLOCK INC | -30.92 |
| PDD HOLDINGS INC | -30.9 |
| NU HLDGS LTD | -24.00 |
| PELOTON INTERACTIVE INC | -21.3 |
Dragoneer Investment Group, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| ARCO PLATFORM LTD | -21,571,100 |
| ARM HOLDINGS PLC | -40,140,000 |
Dragoneer Investment Group, LLC got rid off the above stocks
Current Stock Holdings of Dragoneer Investment Group, LLC
Last Reported on: 14 Feb, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| ARCE | ARCO PLATFORM LTD | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| BZ | KANZHUN LIMITED | 4.56 | 12,645,700 | 210,045,000 | ADDED | 7.94 | |
| CARG | CARGURUS INC | 0.96 | 1,837,400 | 44,391,600 | REDUCED | -68.02 | |
| CCCS | CCC INTELLIGENT SOLUTIONS HL | 2.99 | 12,095,800 | 137,771,000 | REDUCED | -8.73 | |
| CPNG | COUPANG INC | 6.08 | 17,313,000 | 280,297,000 | ADDED | 50.98 | |
| CWAN | CLEARWATER ANALYTICS HLDGS I | 0.39 | 893,361 | 17,894,000 | REDUCED | -64.47 | |
| DASH | DOORDASH INC | 7.88 | 3,668,470 | 362,775,000 | REDUCED | -17.26 | |
| DDOG | DATADOG INC | 6.48 | 2,458,850 | 298,455,000 | REDUCED | -19.6 | |
| ESMT | ENGAGESMART INC | 1.09 | 2,191,700 | 50,190,000 | UNCHANGED | 0.00 | |
| GLBE | GLOBAL E ONLINE LTD | 10.70 | 12,437,100 | 492,882,000 | ADDED | 10.7 | |
| GRAB | GRAB HOLDINGS LIMITED | 2.28 | 31,173,000 | 105,053,000 | UNCHANGED | 0.00 | |
| JAMF | JAMF HLDG CORP | 6.48 | 16,519,500 | 298,343,000 | UNCHANGED | 0.00 | |
| KIND | NEXTDOOR HOLDINGS INC | 0.08 | 2,000,000 | 3,780,000 | UNCHANGED | 0.00 | |
| ME | 23ANDME HOLDING CO | 0.01 | 500,000 | 456,750 | UNCHANGED | 0.00 | |
| NCNO | NCINO INC | 3.38 | 4,625,250 | 155,547,000 | REDUCED | -42.18 | |
| NU | NU HLDGS LTD | 2.46 | 13,576,100 | 113,089,000 | REDUCED | -24.00 | |
| OSCR | OSCAR HEALTH INC | 2.53 | 12,726,000 | 116,443,000 | ADDED | 56.15 | |
| PCOR | PROCORE TECHNOLOGIES INC | 0.95 | 633,824 | 43,873,300 | UNCHANGED | 0.00 | |
| PDD | PDD HOLDINGS INC | 6.66 | 2,097,450 | 306,878,000 | REDUCED | -30.9 | |
| PTON | PELOTON INTERACTIVE INC | 1.49 | 11,288,300 | 68,745,800 | REDUCED | -21.3 | |
| RBLX | ROBLOX CORP | 9.19 | 9,257,160 | 423,237,000 | UNCHANGED | 0.00 | |
| ROOT | ROOT INC | 0.04 | 154,320 | 1,617,270 | UNCHANGED | 0.00 | |
| SNOW | SNOWFLAKE INC | 1.24 | 286,854 | 57,083,900 | UNCHANGED | 0.00 | |
| SQ | BLOCK INC | 10.41 | 6,198,020 | 479,417,000 | REDUCED | -30.92 | |
| TOST | TOAST INC | 1.80 | 4,540,980 | 82,918,400 | UNCHANGED | 0.00 | |
| ZI | ZOOMINFO TECHNOLOGIES INC | 8.88 | 22,120,100 | 409,000,000 | UNCHANGED | 0.00 | |
| MAPLEBEAR INC | 0.38 | 751,285 | 17,632,700 | REDUCED | -49.96 | ||
| BIRKENSTOCK HOLDING PLC | 0.32 | 300,000 | 14,619,000 | NEW | |||
| KLAVIYO INC | 0.30 | 500,000 | 13,890,000 | UNCHANGED | 0.00 | ||
| ARM HOLDINGS PLC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 |