Dragoneer Investment Group 13F holdings, Q2 2018
Holdings as of June 30, 2018 · filings on SEC EDGAR · latest filing →
Dragoneer Investment Group disclosed 22 US equity positions worth $1.1bn in its Q2 2018 13F filing. The largest position was SPOT at 17.5% of the reported book, followed by TWLO and DAY. Against the Q1 2018 filing, it opened 7 new positions, added to 5 and reduced 5 among the top 22 holdings.
What did Dragoneer Investment Group own in Q2 2018? Top 22 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2018 |
|---|---|---|---|---|---|---|---|
| 1 | SPOT SPOTIFY TECHNOLOGY S A | Communication Services | 17.5% | $200.2m | 1,190,200 | – | new |
| 2 | TWLO TWILIO INC | Technology | 12.9% | $147.7m | 2,636,767 | -8% | reduced |
| 3 | DAY CERIDIAN HCM HLDG INC | 12.7% | $144.8m | 4,361,341 | – | new | |
| 4 | META FACEBOOK INC | Communication Services | 9.7% | $111.1m | 571,863 | 14% | added |
| 5 | JD JD COM INC | Consumer Cyclical | 6.2% | $71.0m | 1,823,248 | 36% | added |
| 6 | NOW SERVICENOW INC | Technology | 6.0% | $68.2m | 395,277 | -5% | reduced |
| 7 | 58 COM INC | 5.1% | $58.2m | 838,868 | 0% | held | |
| 8 | RDFN REDFIN CORP | 4.2% | $47.8m | 2,071,145 | 0% | held | |
| 9 | BABA ALIBABA GROUP HLDG LTD | Consumer Cyclical | 3.6% | $41.2m | 222,145 | 0% | held |
| 10 | SENDGRID INC | 3.6% | $40.6m | 1,529,267 | 76% | added | |
| 11 | MELI MERCADOLIBRE INC | Consumer Cyclical | 3.0% | $33.8m | 113,000 | 126% | added |
| 12 | NFLX NETFLIX INC | Communication Services | 2.7% | $31.2m | 79,760 | -24% | reduced |
| 13 | STG SUNLANDS ONLINE ED GROUP | 2.4% | $27.8m | 3,123,555 | 30% | added | |
| 14 | APPF APPFOLIO INC | Technology | 2.3% | $25.9m | 423,143 | -25% | reduced |
| 15 | MAKEMYTRIP LIMITED MAURITIUS | 2.0% | $23.1m | 637,868 | 0% | held | |
| 16 | CWH CAMPING WORLD HLDGS INC | Consumer Cyclical | 1.5% | $16.6m | 663,781 | – | new |
| 17 | SMARTSHEET INC | 1.4% | $15.7m | 603,992 | – | new | |
| 18 | GREENSKY INC | 1.2% | $13.7m | 650,000 | – | new | |
| 19 | STARS GROUP INC | 0.7% | $8.2m | 225,000 | – | new | |
| 20 | DBX DROPBOX INC | Technology | 0.7% | $7.8m | 242,100 | -68% | reduced |
| 21 | DOMO DOMO INC | Technology | 0.5% | $5.4m | 198,388 | – | new |
| 22 | SNAP SNAP INC | Communication Services | 0.1% | $982.0k | 75,000 | 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.