Dragoneer Investment Group, LLC Q4 2016 Filing
Filed February 14, 2017
Portfolio Value
$423.0B
Holdings
21
Report Date
Q4 2016
Filing Type
13F-HR
All Holdings (21 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | XYZSQUARE INC | 3,876,384 | $52.8B | 12.49% | |
| 2 | APPFAPPFOLIO INC | 2,057,344 | $49.1B | 11.60% | |
| 3 | JDJD COM INC | 1,776,794 | $45.2B | 10.69% | |
| 4 | EVBGEUREVERBRIDGE INC | 2,115,438 | $39.0B | 9.23% | |
| 5 | WUBAUSD58 COM INC | 1,222,637 | $34.2B | 8.09% | |
| 6 | BLBLACKLINE INC | 1,213,638 | $33.5B | 7.93% | |
| 7 | BABAALIBABA GROUP HLDG LTD | 317,845 | $27.9B | 6.60% | |
| 8 | NOWSERVICENOW INC | 331,977 | $24.7B | 5.83% | |
| 9 | LPLALPL FINL HLDGS INC | 694,596 | $24.5B | 5.78% | |
| 10 | ALRMALARM COM HLDGS INC | 530,419 | $14.8B | 3.49% | |
| 11 | NFLXNETFLIX INC | 114,324 | $14.2B | 3.35% | |
| 12 | METAFACEBOOK INC | 107,300 | $12.3B | 2.92% | |
| 13 | LBRDKLIBERTY BROADBAND CORP | 163,523 | $12.1B | 2.86% | |
| 14 | TEAMATLASSIAN CORP PLC | 302,000 | $7.3B | 1.72% | |
| 15 | TTDTHE TRADE DESK INC | 261,200 | $7.2B | 1.71% | |
| 16 | MMYTMAKEMYTRIP LIMITED MAURITIUS | 325,000 | $7.2B | 1.71% | |
| 17 | COUPEURCOUPA SOFTWARE INC | 175,000 | $4.4B | 1.03% | |
| 18 | HOMEAT HOME GROUP INC | 298,730 | $4.4B | 1.03% | |
| 19 | ELFE L F BEAUTY INC | 150,000 | $4.3B | 1.03% | |
| 20 | —TRIVAGO N V | 250,000 | $2.9B | 0.69% | |
| 21 | —ELLIE MAE INC | 11,000 | $920.0M | 0.22% |