Dragoneer Investment Group 13F holdings, Q4 2014
Holdings as of December 31, 2014 · filings on SEC EDGAR · latest filing →
Dragoneer Investment Group disclosed 10 US equity positions worth $220.9m in its Q4 2014 13F filing. The largest position was BABA at 49.4% of the reported book, followed by 58 COM INC and YELP.
What did Dragoneer Investment Group own in Q4 2014? Top 10 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | BABA ALIBABA GROUP HLDG LTD | Consumer Cyclical | 49.4% | $109.1m | 1,050,000 | – | |
| 2 | 58 COM INC | 12.3% | $27.2m | 654,993 | – | ||
| 3 | YELP YELP INC | Communication Services | 9.4% | $20.9m | 380,995 | – | |
| 4 | HORTONWORKS INC | 6.3% | $14.0m | 517,552 | – | ||
| 5 | EQIX EQUINIX INC | 5.6% | $12.5m | 55,000 | – | ||
| 6 | NEW RELIC INC | 4.5% | $10.0m | 287,210 | – | ||
| 7 | JD JD COM INC | Consumer Cyclical | 4.3% | $9.6m | 413,360 | – | |
| 8 | BAIDU INC | 4.1% | $9.0m | 39,505 | – | ||
| 9 | MARKETO INC | 2.3% | $5.1m | 157,320 | – | ||
| 10 | FRPT FRESHPET INC | Consumer Defensive | 1.6% | $3.5m | 205,865 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.