Dragoneer Investment Group, LLC Q3 2023 Filing

Filed November 14, 2023

Portfolio Value

$4.3B

Holdings

29

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (29 positions)

#StockSharesValue% PortfolioType
1
GLBEGLOBAL E ONLINE LTD
11,234,734$446.5T10276458.15%
2
XYZBLOCK INC
8,971,927$397.1T9140078.84%
3
GTMZOOMINFO TECHNOLOGIES INC
22,120,065$362.8T8349934.10%
4
DASHDOORDASH INC
4,433,672$352.3T8109976.12%
5
PDDPDD HOLDINGS INC
3,035,418$297.7T6851844.23%
6
JAMFJAMF HLDG CORP
16,519,521$291.7T6714921.67%
7
DDOGDATADOG INC
3,058,113$278.6T6411756.66%
8
RBLXROBLOX CORP
9,257,159$268.1T6170623.98%
9
NCNONCINO INC
7,999,884$254.4T5855494.95%
10
CPNGCOUPANG INC
11,467,417$194.9T4487116.32%
11
BZKANZHUN LIMITED
11,715,799$177.7T4090819.28%
12
CCCCCC INTELLIGENT SOLUTIONS HL
13,253,224$176.9T4072448.53%
13
NUNU HLDGS LTD
17,863,305$129.5T2980935.78%
14
GRABGRAB HOLDINGS LIMITED
31,173,009$110.4T2540006.27%
15
CARGCARGURUS INC
5,746,141$100.7T2317198.19%
16
TOSTTOAST INC
4,540,985$85.1T1957675.23%
17
PTONPELOTON INTERACTIVE INC
14,344,188$72.4T1667324.55%
18
CWANCLEARWATER ANALYTICS HLDGS I
2,514,083$48.6T1119151.50%
19
OSCROSCAR HEALTH INC
8,149,862$45.4T1044860.35%
20
CARTMAPLEBEAR INC
1,501,285$44.6T1025949.89%
21
SNOWSNOWFLAKE INC
286,854$43.8T1008676.25%
22
PCORPROCORE TECHNOLOGIES INC
633,824$41.4T952944.62%
23
ARMARM HOLDINGS PLC
750,000$40.1T923911.07%
24
ESMTUSDENGAGESMART INC
2,191,705$39.4T907540.60%
25
ARCO PLATFORM LTD
1,565,395$21.6T496507.67%
26
KVYOKLAVIYO INC
500,000$17.3T397046.98%
27
NXDRNEXTDOOR HOLDINGS INC
2,000,000$3.6T83782.67%
28
ROOTROOT INC
154,320$1.5T33779.68%
29
23ANDME HOLDING CO
500,000$488.9B11251.97%