Dragoneer Investment Group, LLC Q2 2017 Filing
Filed August 14, 2017
Portfolio Value
$581.3B
Holdings
23
Report Date
Q2 2017
Filing Type
13F-HR
All Holdings (23 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | JDJD COM INC | 1,699,547 | $66.7B | 11.47% | |
| 2 | ETSYETSY INC | 4,285,700 | $64.3B | 11.06% | |
| 3 | APPFAPPFOLIO INC | 1,893,650 | $61.7B | 10.62% | |
| 4 | WUBAUSD58 COM INC | 1,259,997 | $55.6B | 9.56% | |
| 5 | NOWSERVICENOW INC | 497,977 | $52.8B | 9.08% | |
| 6 | METAFACEBOOK INC | 272,090 | $41.1B | 7.07% | |
| 7 | BLBLACKLINE INC | 1,130,421 | $40.4B | 6.95% | |
| 8 | XYZSQUARE INC | 1,642,895 | $38.5B | 6.63% | |
| 9 | EVBGEUREVERBRIDGE INC | 1,352,768 | $33.0B | 5.67% | |
| 10 | BABAALIBABA GROUP HLDG LTD | 222,145 | $31.3B | 5.38% | |
| 11 | SNAPSNAP INC | 1,497,396 | $26.6B | 4.58% | |
| 12 | MMYTMAKEMYTRIP LIMITED MAURITIUS | 472,500 | $15.9B | 2.73% | |
| 13 | LBRDKLIBERTY BROADBAND CORP | 163,523 | $14.2B | 2.44% | |
| 14 | NFLXNETFLIX INC | 94,324 | $14.1B | 2.42% | |
| 15 | —MULESOFT INC | 428,600 | $10.7B | 1.84% | |
| 16 | —BRIGHT SCHOLAR ED HLDGS LTD | 380,700 | $4.5B | 0.78% | |
| 17 | PROPROS HOLDINGS INC | 109,123 | $3.0B | 0.51% | |
| 18 | FNDFLOOR & DECOR HLDGS INC | 50,000 | $2.0B | 0.34% | |
| 19 | —ELLIE MAE INC | 14,000 | $1.5B | 0.26% | |
| 20 | TTDTHE TRADE DESK INC | 30,000 | $1.5B | 0.26% | |
| 21 | COUPEURCOUPA SOFTWARE INC | 30,000 | $869.0M | 0.15% | |
| 22 | ALRMALARM COM HLDGS INC | 20,000 | $753.0M | 0.13% | |
| 23 | OKTAOKTA INC | 20,000 | $456.0M | 0.08% |