Dragoneer Investment Group 13F holdings, Q4 2017
Holdings as of December 31, 2017 · filings on SEC EDGAR · latest filing →
Dragoneer Investment Group disclosed 20 US equity positions worth $610.5m in its Q4 2017 13F filing. The largest position was JD at 10.9% of the reported book, followed by NOW and 58 COM INC. Against the Q3 2017 filing, it opened 6 new positions, added to 4 and reduced 4 among the top 20 holdings.
What did Dragoneer Investment Group own in Q4 2017? Top 20 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2017 |
|---|---|---|---|---|---|---|---|
| 1 | JD JD COM INC | Consumer Cyclical | 10.9% | $66.4m | 1,602,805 | 0% | held |
| 2 | NOW SERVICENOW INC | Technology | 10.6% | $64.9m | 497,977 | 0% | held |
| 3 | 58 COM INC | 10.6% | $64.5m | 901,368 | -20% | reduced | |
| 4 | TWLO TWILIO INC | Technology | 8.6% | $52.4m | 2,221,285 | 215% | added |
| 5 | META FACEBOOK INC | Communication Services | 8.0% | $48.9m | 276,890 | 0% | held |
| 6 | MULESOFT INC | 7.9% | $48.2m | 2,073,737 | 651% | added | |
| 7 | ETSY ETSY INC | Consumer Cyclical | 6.7% | $40.9m | 2,000,000 | -21% | reduced |
| 8 | BABA ALIBABA GROUP HLDG LTD | Consumer Cyclical | 6.3% | $38.3m | 222,145 | 0% | held |
| 9 | RDFN REDFIN CORP | 5.0% | $30.3m | 966,183 | 0% | held | |
| 10 | BL BLACKLINE INC | Technology | 4.8% | $29.6m | 901,481 | -37% | reduced |
| 11 | SENDGRID INC | 4.2% | $25.3m | 1,057,290 | – | new | |
| 12 | APPF APPFOLIO INC | Technology | 3.8% | $23.5m | 565,343 | -49% | reduced |
| 13 | NFLX NETFLIX INC | Communication Services | 3.3% | $20.2m | 105,260 | 12% | added |
| 14 | MAKEMYTRIP LIMITED MAURITIUS | 3.1% | $19.0m | 637,868 | 14% | added | |
| 15 | SAILPOINT TECHNLGIES HLDGS I | 3.0% | $18.1m | 1,250,000 | – | new | |
| 16 | RISE ED CAYMAN LTD | 1.3% | $7.8m | 525,000 | – | new | |
| 17 | PPDAI GROUP INC | 1.0% | $6.2m | 865,200 | – | new | |
| 18 | LX LEXINFINTECH HLDGS LTD | Financial Services | 0.6% | $3.5m | 250,000 | – | new |
| 19 | AIJTY JIANPU TECHNOLOGY INC | 0.2% | $1.3m | 200,000 | – | new | |
| 20 | ELLIE MAE INC | 0.2% | $1.3m | 14,000 | 0% | held |
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.