HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 GLOBAL E ONLINE LTD |
12,437,103 | +1,202,369 | $492,882 |
| GLBE | 12,437,103 | +1,202,369 | $492,882 |
| BLOCK INC |
6,198,016 | -2,773,911 | $479,417 |
| SQ | 6,198,016 | -2,773,911 | $479,417 |
| ROBLOX CORP |
9,257,159 | UNCH | $423,237 |
| RBLX | 9,257,159 | UNCH | $423,237 |
| ZOOMINFO TECHNOLOGIES INC |
22,120,065 | UNCH | $409,000 |
| ZI | 22,120,065 | UNCH | $409,000 |
| DOORDASH INC |
3,668,470 | -765,202 | $362,775 |
| DASH | 3,668,470 | -765,202 | $362,775 |
| PDD HOLDINGS INC |
2,097,452 | -937,966 | $306,878 |
| PDD | 2,097,452 | -937,966 | $306,878 |
| DATADOG INC |
2,458,850 | -599,263 | $298,455 |
| DDOG | 2,458,850 | -599,263 | $298,455 |
| JAMF HLDG CORP |
16,519,521 | UNCH | $298,343 |
| JAMF | 16,519,521 | UNCH | $298,343 |
| COUPANG INC |
17,312,990 | +5,845,573 | $280,297 |
| CPNG | 17,312,990 | +5,845,573 | $280,297 |
| KANZHUN LIMITED |
12,645,672 | +929,873 | $210,045 |
| BZ | 12,645,672 | +929,873 | $210,045 |
| NCINO INC |
4,625,246 | -3,374,638 | $155,547 |
| NCNO | 4,625,246 | -3,374,638 | $155,547 |
| CCC INTELLIGENT SOLUTIONS HL |
12,095,793 | -1,157,431 | $137,771 |
| CCCS | 12,095,793 | -1,157,431 | $137,771 |
| OSCAR HEALTH INC |
12,725,999 | +4,576,137 | $116,443 |
| OSCR | 12,725,999 | +4,576,137 | $116,443 |
| NU HLDGS LTD |
13,576,112 | -4,287,193 | $113,089 |
| NU | 13,576,112 | -4,287,193 | $113,089 |
| GRAB HOLDINGS LIMITED |
31,173,009 | UNCH | $105,053 |
| GRAB | 31,173,009 | UNCH | $105,053 |
| TOAST INC |
4,540,985 | UNCH | $82,918 |
| TOST | 4,540,985 | UNCH | $82,918 |
| PELOTON INTERACTIVE INC |
11,288,305 | -3,055,883 | $68,746 |
| PTON | 11,288,305 | -3,055,883 | $68,746 |
| SNOWFLAKE INC |
286,854 | UNCH | $57,084 |
| SNOW | 286,854 | UNCH | $57,084 |
| ENGAGESMART INC |
2,191,705 | UNCH | $50,190 |
| ESMT | 2,191,705 | UNCH | $50,190 |
| CARGURUS INC |
1,837,399 | -3,908,742 | $44,392 |
| CARG | 1,837,399 | -3,908,742 | $44,392 |
| PROCORE TECHNOLOGIES INC |
633,824 | UNCH | $43,873 |
| PCOR | 633,824 | UNCH | $43,873 |
| CLEARWATER ANALYTICS HLDGS I |
893,361 | -1,620,722 | $17,894 |
| CWAN | 893,361 | -1,620,722 | $17,894 |
| MAPLEBEAR INC |
751,285 | -750,000 | $17,633 |
| CART | 751,285 | -750,000 | $17,633 |
| BIRKENSTOCK HOLDING PLC |
300,000 | +300,000 | $14,619 |
| BIRK | 300,000 | +300,000 | $14,619 |
| KLAVIYO INC |
500,000 | UNCH | $13,890 |
| KVYO | 500,000 | UNCH | $13,890 |
| NEXTDOOR HOLDINGS INC |
2,000,000 | UNCH | $3,780 |
| KIND | 2,000,000 | UNCH | $3,780 |
| ROOT INC |
154,320 | UNCH | $1,617 |
| ROOT | 154,320 | UNCH | $1,617 |
See Full List: All Stocks Held By Dragoneer Investment Group LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Dragoneer Investment Group LLC
|
Size ($ in 1000's)
At 12/31/2023: $4,606,325 At 09/30/2023: $4,344,574 Dragoneer Investment Group LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Dragoneer Investment Group LLC 13F filings. Link to 13F filings: SEC filings |
