Dragoneer Investment Group, LLC Q3 2018 Filing
Filed November 14, 2018
Portfolio Value
$1.2T
Holdings
21
Report Date
Q3 2018
Filing Type
13F-HR
All Holdings (21 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SPOTSPOTIFY TECHNOLOGY S A | 1,190,200 | $215.2B | 17.56% | |
| 2 | TWLOTWILIO INC | 2,130,797 | $183.8B | 15.00% | |
| 3 | DAYCERIDIAN HCM HLDG INC | 3,900,000 | $163.9B | 13.37% | |
| 4 | BABAALIBABA GROUP HLDG LTD | 656,645 | $108.2B | 8.83% | |
| 5 | METAFACEBOOK INC | 577,636 | $95.0B | 7.75% | |
| 6 | NOWSERVICENOW INC | 395,277 | $77.3B | 6.31% | |
| 7 | WUBAUSD58 COM INC | 1,015,868 | $74.8B | 6.10% | |
| 8 | RDFNREDFIN CORP | 3,276,145 | $61.3B | 5.00% | |
| 9 | FTCHQFARFETCH LTD | 2,000,000 | $54.5B | 4.44% | |
| 10 | —SENDGRID INC | 1,455,267 | $53.5B | 4.37% | |
| 11 | MLB1MERCADOLIBRE INC | 89,500 | $30.5B | 2.49% | |
| 12 | NFLXNETFLIX INC | 79,760 | $29.8B | 2.43% | |
| 13 | —SUNLANDS ONLINE ED GROUP | 3,170,555 | $19.2B | 1.57% | |
| 14 | TENBTENABLE HLDGS INC | 300,000 | $11.7B | 0.95% | |
| 15 | SMARGBPSMARTSHEET INC | 353,992 | $11.1B | 0.90% | |
| 16 | APPFAPPFOLIO INC | 133,413 | $10.5B | 0.85% | |
| 17 | —GREENSKY INC | 447,050 | $8.0B | 0.66% | |
| 18 | EBEVENTBRITE INC | 200,000 | $7.6B | 0.62% | |
| 19 | JDJD COM INC | 261,613 | $6.8B | 0.56% | |
| 20 | DBXDROPBOX INC | 68,407 | $1.8B | 0.15% | |
| 21 | DOMODOMO INC | 48,388 | $1.0B | 0.08% |