Q2 2024 · 13F-HR
Dragoneer Investment Group, LLCholdings as filed
Filed 2024-08-14 · accession 0000950123-24-008380
$5.23B
Reported value
33
Positions
2024-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| M5216V106 | GLBE | GLOBAL E ONLINE LTD | $534.4M | 10.2% | 14,734,024 | Common | SOLE |
| 049468101 | TEAM | ATLASSIAN CORPORATION | $469.8M | 8.98% | 2,656,057 | Common | SOLE |
| 771049103 | RBLX | ROBLOX CORP | $437.0M | 8.35% | 11,745,203 | Common | SOLE |
| 22266T109 | CPNG | COUPANG INC | $353.3M | 6.75% | 16,862,894 | Common | SOLE |
| 722304102 | PDD | PDD HOLDINGS INC | $348.4M | 6.66% | 2,620,838 | Common | SOLE |
| 25809K105 | DASH | DOORDASH INC | $309.8M | 5.92% | 2,847,537 | Common | SOLE |
| G3643J108 | FLUT | FLUTTER ENTMT PLC | $307.0M | 5.86% | 1,683,408 | Common | SOLE |
| 98980F104 | GTM | ZOOMINFO TECHNOLOGIES INC | $282.5M | 5.40% | 22,120,065 | Common | SOLE |
| 48553T106 | BZ | KANZHUN LIMITED | $280.1M | 5.35% | 14,892,201 | Common | SOLE |
| 47074L105 | JAMF | JAMF HLDG CORP | $270.4M | 5.17% | 16,387,018 | Common | SOLE |
| 852234103 | XYZ | BLOCK INC | $217.5M | 4.16% | 3,373,167 | Common | SOLE |
| 26603R106 | DUOL | DUOLINGO INC | $204.8M | 3.91% | 981,302 | Common | SOLE |
| 687793109 | OSCR | OSCAR HEALTH INC | $201.3M | 3.85% | 12,725,999 | Common | SOLE |
| 15677J108 | DAY | DAYFORCE INC | $193.3M | 3.69% | 3,896,644 | Common | SOLE |
| 12510Q100 | CCC | CCC INTELLIGENT SOLUTIONS HL | $176.7M | 3.38% | 15,904,993 | Common | SOLE |
| G6683N103 | NU | NU HLDGS LTD | $170.3M | 3.25% | 13,211,464 | Common | SOLE |
| 74275K108 | PCOR | PROCORE TECHNOLOGIES INC | $148.8M | 2.84% | 2,243,431 | Common | SOLE |
| 888787108 | TOST | TOAST INC | $89.5M | 1.71% | 3,473,838 | Common | SOLE |
| 781154109 | RBRK | RUBRIK INC. | $47.5M | 0.91% | 1,550,000 | Common | SOLE |
| 00827B106 | AFRM | AFFIRM HLDGS INC | $45.2M | 0.86% | 1,496,824 | Common | SOLE |
| 70614W100 | PTON | PELOTON INTERACTIVE INC | $38.2M | 0.73% | 11,288,305 | Common | SOLE |
| 23804L103 | DDOG | DATADOG INC | $35.2M | 0.67% | 271,800 | Common | SOLE |
| 451051106 | IBTA | IBOTTA INC | $18.8M | 0.36% | 250,000 | Common | SOLE |
| 268150109 | DT | DYNATRACE INC | $15.1M | 0.29% | 338,487 | Common | SOLE |
| 49845K101 | KVYO | KLAVIYO INC | $12.4M | 0.24% | 500,000 | Common | SOLE |
| 77664L207 | ROOT | ROOT INC | $8.0M | 0.15% | 154,320 | Common | SOLE |
| 65345M108 | NXDR | NEXTDOOR HOLDINGS INC | $5.6M | 0.11% | 2,000,000 | Common | SOLE |
| 56600D107 | MRVI | MARAVAI LIFESCIENCES HLDGS I | $5.4M | 0.10% | 750,468 | Common | SOLE |
| 946784105 | WAY | WAYSTAR HLDG CORP | $4.3M | 0.08% | 200,000 | Common | SOLE |
| 75734B100 | RDDT | REDDIT INC | $1.9M | 0.04% | 30,000 | Common | SOLE |
| 88023B103 | TEM | TEMPUS AI INC | $1.8M | 0.03% | 50,000 | Common | SOLE |
| 90138Q108 | — | 23ANDME HOLDING CO | $195,600 | 0.00% | 500,000 | Common | SOLE |
| 833445109 | SNOW | SNOWFLAKE INC | $67,545 | 0.00% | 500 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.