Dragoneer Investment Group 13F holdings, Q1 2020
Holdings as of March 31, 2020 · filings on SEC EDGAR · latest filing →
Dragoneer Investment Group disclosed 24 US equity positions worth $2.2bn in its Q1 2020 13F filing. The largest position was UBER at 26.7% of the reported book, followed by TWLO and DDOG. Against the Q4 2019 filing, it opened 5 new positions, added to 4 and reduced 7 among the top 24 holdings.
What did Dragoneer Investment Group own in Q1 2020? Top 24 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2019 |
|---|---|---|---|---|---|---|---|
| 1 | UBER UBER TECHNOLOGIES INC | Technology | 26.7% | $597.5m | 21,402,034 | 0% | held |
| 2 | TWLO TWILIO INC | Technology | 13.3% | $297.0m | 3,318,893 | 11% | added |
| 3 | DDOG DATADOG INC | Technology | 10.3% | $231.0m | 6,419,943 | -7% | reduced |
| 4 | DT DYNATRACE INC | Technology | 9.1% | $204.1m | 8,559,935 | 10% | added |
| 5 | BABA ALIBABA GROUP HLDG LTD | Consumer Cyclical | 7.5% | $168.8m | 867,925 | -19% | reduced |
| 6 | LIVONGO HEALTH INC | 5.8% | $130.7m | 4,579,912 | 0% | held | |
| 7 | META FACEBOOK INC | Communication Services | 4.3% | $95.8m | 574,440 | 98% | added |
| 8 | NOW SERVICENOW INC | Technology | 4.2% | $94.7m | 330,550 | -16% | reduced |
| 9 | XYZ SQUARE INC | Technology | 3.9% | $86.5m | 1,651,118 | – | new |
| 10 | CARG CARGURUS INC | Communication Services | 3.1% | $69.0m | 3,640,905 | – | new |
| 11 | 58 COM INC | 3.0% | $66.8m | 1,371,562 | 0% | held | |
| 12 | GREENSKY INC | 2.5% | $56.5m | 14,787,696 | -4% | reduced | |
| 13 | DAY CERIDIAN HCM HLDG INC | 2.3% | $51.8m | 1,034,739 | -52% | reduced | |
| 14 | PTON PELOTON INTERACTIVE INC | Consumer Cyclical | 1.5% | $33.3m | 1,253,366 | 126% | added |
| 15 | ANAPLAN INC | 0.9% | $20.4m | 672,586 | – | new | |
| 16 | MEDALLIA INC | 0.4% | $10.0m | 500,000 | 0% | held | |
| 17 | XP XP INC | Financial Services | 0.4% | $9.3m | 480,599 | -60% | reduced |
| 18 | TME TENCENT MUSIC ENTMT GROUP | Communication Services | 0.2% | $5.2m | 515,464 | 0% | held |
| 19 | STG SUNLANDS TECHNOLOGY GROUP | 0.2% | $4.1m | 2,976,874 | 0% | held | |
| 20 | FTCHQ FARFETCH LTD | Consumer Cyclical | 0.1% | $3.2m | 400,000 | 0% | held |
| 21 | NFLX NETFLIX INC | Communication Services | 0.1% | $1.9m | 5,120 | 0% | held |
| 22 | PINS PINTEREST INC | Communication Services | 0.0% | $772.0k | 50,000 | – | new |
| 23 | BILL BILL COM HLDGS INC | Technology | 0.0% | $746.0k | 21,800 | -95% | reduced |
| 24 | SVMK INC | 0.0% | $400.0k | 29,583 | – | 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.