Dragoneer Investment Group, LLC Q2 2022 Filing
Filed August 15, 2022
Portfolio Value
$3.9T
Holdings
39
Report Date
Q2 2022
Filing Type
13F-HR
All Holdings (39 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | JAMFJAMF HLDG CORP | 17,884,899 | $443.0B | 11.34% | |
| 2 | SNOWSNOWFLAKE INC | 2,810,010 | $390.8B | 10.00% | |
| 3 | GTMZOOMINFO TECHNOLOGIES INC | 9,312,205 | $309.5B | 7.92% | |
| 4 | DDOGDATADOG INC | 3,100,390 | $295.3B | 7.56% | |
| 5 | CCCCCC INTELLIGENT SOLUTIONS HL | 25,833,324 | $237.7B | 6.08% | |
| 6 | UBERUBER TECHNOLOGIES INC | 11,320,595 | $231.6B | 5.93% | |
| 7 | DASHDOORDASH INC | 3,553,629 | $228.0B | 5.84% | |
| 8 | NCNONCINO INC | 7,316,557 | $226.2B | 5.79% | |
| 9 | CARGCARGURUS INC | 9,283,746 | $199.5B | 5.11% | |
| 10 | DTDYNATRACE INC | 4,849,961 | $191.3B | 4.90% | |
| 11 | FNDFLOOR & DECOR HLDGS INC | 2,066,603 | $130.1B | 3.33% | |
| 12 | GLBEGLOBAL E ONLINE LTD | 6,178,483 | $124.6B | 3.19% | |
| 13 | NUNU HLDGS LTD | 28,142,906 | $105.3B | 2.69% | |
| 14 | LAWCS DISCO INC | 5,402,475 | $97.5B | 2.49% | |
| 15 | PTONPELOTON INTERACTIVE INC | 10,188,515 | $93.5B | 2.39% | |
| 16 | FTCHQFARFETCH LTD | 12,870,020 | $92.1B | 2.36% | |
| 17 | CWANCLEARWATER ANALYTICS HLDGS I | 5,939,817 | $71.5B | 1.83% | |
| 18 | ENFNENFUSION INC | 6,490,000 | $66.3B | 1.70% | |
| 19 | —CVENT HOLDING CORP | 12,552,000 | $58.0B | 1.48% | |
| 20 | IOTSAMSARA INC | 3,616,343 | $40.4B | 1.03% | |
| 21 | PCORPROCORE TECHNOLOGIES INC | 882,429 | $40.1B | 1.03% | |
| 22 | ESMTUSDENGAGESMART INC | 2,468,874 | $39.7B | 1.02% | |
| 23 | —HEALTH ASSURN ACQUISITION CO | 4,000,000 | $39.5B | 1.01% | |
| 24 | BZKANZHUN LIMITED | 1,498,373 | $39.4B | 1.01% | |
| 25 | RBLXROBLOX CORP | 1,057,860 | $34.8B | 0.89% | |
| 26 | —ARCO PLATFORM LTD | 1,565,395 | $23.4B | 0.60% | |
| 27 | GTLBGITLAB INC | 250,000 | $13.3B | 0.34% | |
| 28 | RIVNRIVIAN AUTOMOTIVE INC | 373,199 | $9.6B | 0.25% | |
| 29 | NXDRNEXTDOOR HOLDINGS INC | 2,000,000 | $6.6B | 0.17% | |
| 30 | OSCROSCAR HEALTH INC | 1,346,154 | $5.7B | 0.15% | |
| 31 | —TCV ACQUISITION CORP | 500,000 | $4.9B | 0.12% | |
| 32 | TPGTPG INC | 200,000 | $4.8B | 0.12% | |
| 33 | —MELI KASZEK PIONEER CORP | 400,000 | $4.0B | 0.10% | |
| 34 | ROOTGBPROOT INC | 2,777,778 | $3.3B | 0.08% | |
| 35 | 8DTSQUARESPACE INC | 146,228 | $3.1B | 0.08% | |
| 36 | —PORTAGE FINTECH ACQUISITN CO | 182,000 | $1.8B | 0.05% | |
| 37 | —23ANDME HOLDING CO | 500,000 | $1.2B | 0.03% | |
| 38 | —HEALTH ASSURN ACQUISITION CO | 1,000,000 | $135.0M | 0.00% | |
| 39 | —PORTAGE FINTECH ACQUISITN CO | 60,666 | $12.0M | 0.00% |