Dragoneer Investment Group 13F holdings, Q1 2018
Holdings as of March 31, 2018 · filings on SEC EDGAR · latest filing →
Dragoneer Investment Group disclosed 19 US equity positions worth $705.9m in its Q1 2018 13F filing. The largest position was TWLO at 15.4% of the reported book, followed by META and NOW. Against the Q4 2017 filing, it opened 6 new positions, added to 3 and reduced 6 among the top 19 holdings.
What did Dragoneer Investment Group own in Q1 2018? Top 19 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2017 |
|---|---|---|---|---|---|---|---|
| 1 | TWLO TWILIO INC | Technology | 15.4% | $109.0m | 2,855,567 | 29% | added |
| 2 | META FACEBOOK INC | Communication Services | 11.3% | $79.8m | 499,463 | 80% | added |
| 3 | NOW SERVICENOW INC | Technology | 9.7% | $68.7m | 415,277 | -17% | reduced |
| 4 | 58 COM INC | 9.5% | $67.0m | 838,868 | -7% | reduced | |
| 5 | JD JD COM INC | Consumer Cyclical | 7.7% | $54.2m | 1,338,647 | -16% | reduced |
| 6 | CNNE CANNAE HLDGS INC | Consumer Cyclical | 6.7% | $47.6m | 2,525,000 | – | new |
| 7 | RDFN REDFIN CORP | 6.7% | $47.3m | 2,071,145 | 114% | added | |
| 8 | BABA ALIBABA GROUP HLDG LTD | Consumer Cyclical | 5.8% | $40.8m | 222,145 | 0% | held |
| 9 | NFLX NETFLIX INC | Communication Services | 4.4% | $31.1m | 105,260 | 0% | held |
| 10 | SENDGRID INC | 3.5% | $24.5m | 869,067 | -18% | reduced | |
| 11 | DBX DROPBOX INC | Technology | 3.3% | $23.4m | 750,000 | – | new |
| 12 | APPF APPFOLIO INC | Technology | 3.3% | $23.1m | 565,343 | 0% | held |
| 13 | MAKEMYTRIP LIMITED MAURITIUS | 3.1% | $22.1m | 637,868 | 0% | held | |
| 14 | STG SUNLANDS ONLINE ED GROUP | 2.8% | $19.9m | 2,403,000 | – | new | |
| 15 | MELI MERCADOLIBRE INC | Consumer Cyclical | 2.5% | $17.8m | 50,000 | – | new |
| 16 | BL BLACKLINE INC | Technology | 1.6% | $11.1m | 284,159 | -68% | reduced |
| 17 | PAGS PAGSEGURO DIGITAL LTD | Technology | 1.4% | $9.6m | 250,000 | – | new |
| 18 | ETSY ETSY INC | Consumer Cyclical | 1.1% | $7.5m | 269,000 | -87% | reduced |
| 19 | SNAP SNAP INC | Communication Services | 0.2% | $1.2m | 75,000 | – | new |
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.