Dragoneer Investment Group, LLC Q4 2020 Filing
Filed February 16, 2021
Portfolio Value
$6.7T
Holdings
40
Report Date
Q4 2020
Filing Type
13F-HR
All Holdings (40 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SNOWSNOWFLAKE INC | 3,878,970 | $1.1T | 16.34% | |
| 2 | UBERUBER TECHNOLOGIES INC | 14,030,005 | $715.5B | 10.71% | |
| 3 | DASHDOORDASH INC | 4,365,720 | $623.2B | 9.33% | |
| 4 | ABNBAIRBNB INC | 3,223,630 | $473.2B | 7.08% | |
| 5 | DDOGDATADOG INC | 4,432,248 | $436.3B | 6.53% | |
| 6 | XYZSQUARE INC | 1,777,689 | $386.9B | 5.79% | |
| 7 | DTDYNATRACE INC | 8,588,555 | $371.6B | 5.56% | |
| 8 | CARGCARGURUS INC | 8,567,746 | $271.9B | 4.07% | |
| 9 | TWLOTWILIO INC | 752,883 | $254.9B | 3.81% | |
| 10 | —DUCK CREEK TECHNOLOGIES INC | 4,440,120 | $192.3B | 2.88% | |
| 11 | BABAALIBABA GROUP HLDG LTD | 802,216 | $186.7B | 2.79% | |
| 12 | JAMFJAMF HLDG CORP | 5,442,957 | $162.9B | 2.44% | |
| 13 | GTMZOOMINFO TECHNOLOGIES INC | 3,366,769 | $162.4B | 2.43% | |
| 14 | UUNITY SOFTWARE INC | 1,000,000 | $153.5B | 2.30% | |
| 15 | FNDFLOOR & DECOR HLDGS INC | 1,570,362 | $145.8B | 2.18% | |
| 16 | ROOTGBPROOT INC | 9,259,259 | $145.5B | 2.18% | |
| 17 | SMARGBPSMARTSHEET INC | 2,046,983 | $141.8B | 2.12% | |
| 18 | FUBOFUBOTV INC | 4,295,360 | $120.3B | 1.80% | |
| 19 | —DATTO HLDG CORP | 3,706,333 | $100.1B | 1.50% | |
| 20 | METAFACEBOOK INC | 339,374 | $92.7B | 1.39% | |
| 21 | APIAGORA INC | 1,997,733 | $79.0B | 1.18% | |
| 22 | BEKEKE HLDGS INC | 1,250,000 | $76.9B | 1.15% | |
| 23 | GDRXGOODRX HLDGS INC | 1,300,000 | $52.4B | 0.78% | |
| 24 | XPEVXPENG INC | 1,200,000 | $51.4B | 0.77% | |
| 25 | —HEALTH ASSURN ACQUISITION CO | 4,000,000 | $44.1B | 0.66% | |
| 26 | —ALTIMETER GROWTH CORP | 2,550,000 | $33.1B | 0.50% | |
| 27 | DAYCERIDIAN HCM HLDG INC | 266,475 | $28.4B | 0.42% | |
| 28 | —CONTEXTLOGIC INC | 1,321,730 | $24.1B | 0.36% | |
| 29 | OSH3EUROAK STR HEALTH INC | 350,019 | $21.4B | 0.32% | |
| 30 | NCNO*NCINO INC | 275,000 | $19.9B | 0.30% | |
| 31 | PTONPELOTON INTERACTIVE INC | 35,716 | $5.4B | 0.08% | |
| 32 | FROGJFROG LTD | 70,000 | $4.4B | 0.07% | |
| 33 | TMETENCENT MUSIC ENTMT GROUP | 147,194 | $2.8B | 0.04% | |
| 34 | —SUNLANDS TECHNOLOGY GROUP | 2,429,476 | $2.6B | 0.04% | |
| 35 | CRWDCROWDSTRIKE HLDGS INC | 10,000 | $2.1B | 0.03% | |
| 36 | PINSPINTEREST INC | 25,000 | $1.6B | 0.02% | |
| 37 | BILLBILL COM HLDGS INC | 11,800 | $1.6B | 0.02% | |
| 38 | LMNDLEMONADE INC | 10,000 | $1.2B | 0.02% | |
| 39 | XPXP INC | 9,948 | $395.0M | 0.01% | |
| 40 | —DRAGONEER GROWTH OPPORTUN CO | 10,000 | $140.0M | 0.00% |