Dragoneer Investment Group 13F holdings, Q4 2019
Holdings as of December 31, 2019 · filings on SEC EDGAR · latest filing →
Dragoneer Investment Group disclosed 21 US equity positions worth $2.4bn in its Q4 2019 13F filing. The largest position was UBER at 26.4% of the reported book, followed by TWLO and DDOG. Against the Q3 2019 filing, it opened 3 new positions, added to 2 and reduced 9 among the top 21 holdings.
What did Dragoneer Investment Group own in Q4 2019? Top 21 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2019 |
|---|---|---|---|---|---|---|---|
| 1 | UBER UBER TECHNOLOGIES INC | Technology | 26.4% | $635.2m | 21,359,622 | 0% | held |
| 2 | TWLO TWILIO INC | Technology | 12.2% | $293.9m | 2,990,166 | 7% | added |
| 3 | DDOG DATADOG INC | Technology | 10.8% | $260.7m | 6,901,048 | -9% | reduced |
| 4 | BABA ALIBABA GROUP HLDG LTD | Consumer Cyclical | 9.5% | $228.2m | 1,076,070 | -4% | reduced |
| 5 | DT DYNATRACE INC | Technology | 8.2% | $196.7m | 7,775,051 | 13% | added |
| 6 | DAY CERIDIAN HCM HLDG INC | 6.0% | $145.0m | 2,136,482 | -24% | reduced | |
| 7 | GREENSKY INC | 5.7% | $136.6m | 15,347,750 | 0% | held | |
| 8 | LIVONGO HEALTH INC | 4.8% | $114.8m | 4,579,912 | -5% | reduced | |
| 9 | NOW SERVICENOW INC | Technology | 4.6% | $111.7m | 395,787 | 0% | held |
| 10 | 58 COM INC | 3.7% | $88.8m | 1,371,562 | -5% | reduced | |
| 11 | META FACEBOOK INC | Communication Services | 2.5% | $59.6m | 290,565 | -24% | reduced |
| 12 | XP XP INC | Financial Services | 1.9% | $46.6m | 1,209,758 | – | new |
| 13 | BILL BILL COM HLDGS INC | Technology | 0.7% | $17.2m | 451,923 | – | new |
| 14 | UPWK UPWORK INC | Communication Services | 0.7% | $17.1m | 1,603,038 | -47% | reduced |
| 15 | PTON PELOTON INTERACTIVE INC | Consumer Cyclical | 0.7% | $15.8m | 554,974 | -53% | reduced |
| 16 | MEDALLIA INC | 0.6% | $15.6m | 500,000 | 0% | held | |
| 17 | STG SUNLANDS TECHNOLOGY GROUP | 0.3% | $7.7m | 2,976,874 | 0% | held | |
| 18 | ZM ZOOM VIDEO COMMUNICATIONS IN | Technology | 0.3% | $6.8m | 100,000 | – | new |
| 19 | TME TENCENT MUSIC ENTMT GROUP | Communication Services | 0.3% | $6.1m | 515,464 | -47% | reduced |
| 20 | FTCHQ FARFETCH LTD | Consumer Cyclical | 0.2% | $4.1m | 400,000 | 0% | held |
| 21 | NFLX NETFLIX INC | Communication Services | 0.1% | $1.7m | 5,120 | 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.