Dragoneer Investment Group, LLC Q1 2018 Filing
Filed May 14, 2018
Portfolio Value
$705.9B
Holdings
19
Report Date
Q1 2018
Filing Type
13F-HR
All Holdings (19 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TWLOTWILIO INC | 2,855,567 | $109.0B | 15.45% | |
| 2 | METAFACEBOOK INC | 499,463 | $79.8B | 11.31% | |
| 3 | NOWSERVICENOW INC | 415,277 | $68.7B | 9.73% | |
| 4 | WUBAUSD58 COM INC | 838,868 | $67.0B | 9.49% | |
| 5 | JDJD COM INC | 1,338,647 | $54.2B | 7.68% | |
| 6 | CNNECANNAE HLDGS INC | 2,525,000 | $47.6B | 6.75% | |
| 7 | RDFNREDFIN CORP | 2,071,145 | $47.3B | 6.70% | |
| 8 | BABAALIBABA GROUP HLDG LTD | 222,145 | $40.8B | 5.78% | |
| 9 | NFLXNETFLIX INC | 105,260 | $31.1B | 4.40% | |
| 10 | —SENDGRID INC | 869,067 | $24.5B | 3.46% | |
| 11 | DBXDROPBOX INC | 750,000 | $23.4B | 3.32% | |
| 12 | APPFAPPFOLIO INC | 565,343 | $23.1B | 3.27% | |
| 13 | MMYTMAKEMYTRIP LIMITED MAURITIUS | 637,868 | $22.1B | 3.14% | |
| 14 | —SUNLANDS ONLINE ED GROUP | 2,403,000 | $19.9B | 2.83% | |
| 15 | MLB1MERCADOLIBRE INC | 50,000 | $17.8B | 2.52% | |
| 16 | BLBLACKLINE INC | 284,159 | $11.1B | 1.58% | |
| 17 | PAGSPAGSEGURO DIGITAL LTD | 250,000 | $9.6B | 1.36% | |
| 18 | ETSYETSY INC | 269,000 | $7.5B | 1.07% | |
| 19 | SNAPSNAP INC | 75,000 | $1.2B | 0.17% |