Dragoneer Investment Group 13F holdings, Q1 2019
Holdings as of March 31, 2019 · filings on SEC EDGAR · latest filing →
Dragoneer Investment Group disclosed 25 US equity positions worth $1.7bn in its Q1 2019 13F filing. The largest position was TWLO at 25.4% of the reported book, followed by BABA and DAY. Against the Q4 2018 filing, it opened 4 new positions, added to 4 and reduced 5 among the top 25 holdings.
What did Dragoneer Investment Group own in Q1 2019? Top 25 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2018 |
|---|---|---|---|---|---|---|---|
| 1 | TWLO TWILIO INC | Technology | 25.4% | $420.5m | 3,255,478 | 26% | added |
| 2 | BABA ALIBABA GROUP HLDG LTD | Consumer Cyclical | 11.8% | $195.3m | 1,070,320 | 0% | held |
| 3 | DAY CERIDIAN HCM HLDG INC | 8.6% | $142.2m | 2,772,832 | -29% | reduced | |
| 4 | TME TENCENT MUSIC ENTMT GROUP | Communication Services | 8.6% | $142.1m | 7,852,770 | 1% | added |
| 5 | SPOT SPOTIFY TECHNOLOGY S A | Communication Services | 7.9% | $130.1m | 937,410 | 0% | held |
| 6 | GREENSKY INC | 7.1% | $116.7m | 9,017,341 | 16% | added | |
| 7 | NOW SERVICENOW INC | Technology | 5.6% | $93.1m | 377,777 | -4% | reduced |
| 8 | 58 COM INC | 5.3% | $87.6m | 1,334,194 | 0% | held | |
| 9 | META FACEBOOK INC | Communication Services | 4.9% | $80.2m | 481,266 | 0% | held |
| 10 | MELI MERCADOLIBRE INC | Consumer Cyclical | 2.7% | $45.4m | 89,500 | 0% | held |
| 11 | LYFT LYFT INC | Technology | 2.4% | $39.1m | 500,000 | – | new |
| 12 | UPWK UPWORK INC | Communication Services | 1.9% | $30.6m | 1,600,000 | 6% | added |
| 13 | NFLX NETFLIX INC | Communication Services | 1.8% | $29.2m | 81,805 | 0% | held |
| 14 | ESTC ELASTIC N V | Technology | 1.4% | $24.0m | 300,000 | 0% | held |
| 15 | FTCHQ FARFETCH LTD | Consumer Cyclical | 1.2% | $19.3m | 718,924 | -28% | reduced |
| 16 | STNE STONECO LTD | Technology | 0.9% | $14.4m | 350,000 | -30% | reduced |
| 17 | STG SUNLANDS ONLINE ED GROUP | 0.7% | $11.4m | 3,170,555 | 0% | held | |
| 18 | SVMK INC | 0.5% | $8.4m | 459,977 | – | new | |
| 19 | FUTU FUTU HLDGS LTD | Financial Services | 0.4% | $7.4m | 400,000 | – | new |
| 20 | JD JD COM INC | Consumer Cyclical | 0.4% | $5.9m | 194,651 | 0% | held |
| 21 | EB4 EVENTBRITE INC | 0.2% | $3.0m | 155,000 | 0% | held | |
| 22 | RDFN REDFIN CORP | 0.2% | $2.5m | 122,391 | -58% | reduced | |
| 23 | ANAPLAN INC | 0.1% | $2.0m | 50,000 | 0% | held | |
| 24 | DOMO DOMO INC | Technology | 0.1% | $2.0m | 48,388 | 0% | held |
| 25 | TENB TENABLE HLDGS INC | Technology | 0.0% | $637.0k | 20,123 | – | 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.