Dragoneer Investment Group 13F holdings, Q2 2019
Holdings as of June 30, 2019 · filings on SEC EDGAR · latest filing →
Dragoneer Investment Group disclosed 21 US equity positions worth $2.5bn in its Q2 2019 13F filing. The largest position was UBER at 39.3% of the reported book, followed by TWLO and BABA. Against the Q1 2019 filing, it opened 4 new positions, added to 4 and reduced 12 among the top 21 holdings.
What did Dragoneer Investment Group own in Q2 2019? Top 21 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2019 |
|---|---|---|---|---|---|---|---|
| 1 | UBER UBER TECHNOLOGIES INC | Technology | 39.3% | $986.0m | 21,260,206 | – | new |
| 2 | TWLO TWILIO INC | Technology | 16.4% | $412.5m | 3,025,058 | -7% | reduced |
| 3 | BABA ALIBABA GROUP HLDG LTD | Consumer Cyclical | 7.6% | $190.3m | 1,123,070 | 5% | added |
| 4 | GREENSKY INC | 7.0% | $175.6m | 14,284,245 | 58% | added | |
| 5 | DAY CERIDIAN HCM HLDG INC | 5.3% | $134.0m | 2,668,877 | -4% | reduced | |
| 6 | 58 COM INC | 4.1% | $103.4m | 1,662,945 | 25% | added | |
| 7 | SPOT SPOTIFY TECHNOLOGY S A | Communication Services | 3.7% | $91.9m | 628,410 | -33% | reduced |
| 8 | META FACEBOOK INC | Communication Services | 3.4% | $86.6m | 448,465 | -7% | reduced |
| 9 | NOW SERVICENOW INC | Technology | 3.4% | $86.4m | 314,637 | -17% | reduced |
| 10 | NBIS YANDEX N V | Communication Services | 2.2% | $56.5m | 1,486,419 | – | new |
| 11 | UPWK UPWORK INC | Communication Services | 1.9% | $48.6m | 3,021,031 | 89% | added |
| 12 | WORK SLACK TECHNOLOGIES INC | 1.5% | $37.5m | 1,000,000 | – | new | |
| 13 | NFLX NETFLIX INC | Communication Services | 1.0% | $24.8m | 67,605 | -17% | reduced |
| 14 | CRWD CROWDSTRIKE HLDGS INC | Technology | 1.0% | $23.9m | 350,000 | – | new |
| 15 | TME TENCENT MUSIC ENTMT GROUP | Communication Services | 0.7% | $18.1m | 1,210,686 | -85% | reduced |
| 16 | ESTC ELASTIC N V | Technology | 0.6% | $14.9m | 200,000 | -33% | reduced |
| 17 | FTCHQ FARFETCH LTD | Consumer Cyclical | 0.3% | $8.3m | 400,000 | -44% | reduced |
| 18 | STG SUNLANDS ONLINE ED GROUP | 0.3% | $7.1m | 2,976,874 | -6% | reduced | |
| 19 | EB4 EVENTBRITE INC | 0.1% | $2.5m | 155,000 | 0% | held | |
| 20 | STNE STONECO LTD | Technology | 0.1% | $1.5m | 50,000 | -86% | reduced |
| 21 | FUTU FUTU HLDGS LTD | Financial Services | 0.0% | $81.0k | 7,700 | -98% | reduced |
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.