Dragoneer Investment Group, LLC Q4 2022 Filing
Filed February 14, 2023
Portfolio Value
$3.2B
Holdings
31
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (31 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GTMZOOMINFO TECHNOLOGIES INC | 14,905,992 | $448.8T | 13898896.68% | |
| 2 | SNOWSNOWFLAKE INC | 2,606,273 | $374.1T | 11585146.60% | |
| 3 | JAMFJAMF HLDG CORP | 17,020,124 | $362.5T | 11226671.38% | |
| 4 | GLBEGLOBAL E ONLINE LTD | 12,802,434 | $264.2T | 8182969.39% | |
| 5 | DDOGDATADOG INC | 3,526,481 | $259.2T | 8026710.06% | |
| 6 | NCNONCINO INC | 7,366,557 | $194.8T | 6031629.99% | |
| 7 | UBERUBER TECHNOLOGIES INC | 7,488,919 | $185.2T | 5735244.50% | |
| 8 | DASHDOORDASH INC | 3,553,629 | $173.5T | 5372526.28% | |
| 9 | CARGCARGURUS INC | 9,283,746 | $130.1T | 4027820.16% | |
| 10 | CCCCCC INTELLIGENT SOLUTIONS HL | 14,573,324 | $126.8T | 3926327.86% | |
| 11 | NUNU HLDGS LTD | 28,142,906 | $114.5T | 3547088.59% | |
| 12 | PTONPELOTON INTERACTIVE INC | 12,284,553 | $97.5T | 3020567.53% | |
| 13 | FTCHQFARFETCH LTD | 15,523,675 | $73.4T | 2273863.40% | |
| 14 | XPXP INC | 4,657,296 | $71.4T | 2212421.60% | |
| 15 | —CVENT HOLDING CORP | 12,552,000 | $67.8T | 2099014.21% | |
| 16 | CWANCLEARWATER ANALYTICS HLDGS I | 3,333,174 | $62.5T | 1935387.57% | |
| 17 | ENFNENFUSION INC | 6,027,886 | $58.3T | 1805095.55% | |
| 18 | PCORPROCORE TECHNOLOGIES INC | 882,429 | $41.6T | 1289277.47% | |
| 19 | IOTSAMSARA INC | 2,716,397 | $33.8T | 1045618.03% | |
| 20 | RBLXROBLOX CORP | 884,773 | $25.2T | 779786.03% | |
| 21 | —ARCO PLATFORM LTD | 1,565,395 | $21.1T | 654434.84% | |
| 22 | LAWCS DISCO INC | 1,847,094 | $11.7T | 361505.38% | |
| 23 | FNDFLOOR & DECOR HLDGS INC | 158,383 | $11.0T | 341518.03% | |
| 24 | —TCV ACQUISITION CORP | 500,000 | $5.0T | 154915.83% | |
| 25 | NXDRNEXTDOOR HOLDINGS INC | 2,000,000 | $4.1T | 127586.85% | |
| 26 | —MELI KASZEK PIONEER CORP | 400,000 | $4.0T | 123622.98% | |
| 27 | OSCROSCAR HEALTH INC | 1,346,154 | $3.3T | 102550.68% | |
| 28 | —PORTAGE FINTECH ACQUISITN CO | 182,000 | $1.8T | 56530.26% | |
| 29 | —23ANDME HOLDING CO | 500,000 | $1.1T | 33445.10% | |
| 30 | ROOTROOT INC | 154,320 | $692.9B | 21457.41% | |
| 31 | —PORTAGE FINTECH ACQUISITN CO | 60,666 | $12.1B | 375.73% |