Dragoneer Investment Group, LLC
Q2 2023 13F-HR Holdings
Net value change ($000)
+619,465
(14.7%)
New positions
4
Sold out positions
7
Turnover %
12.4%
Sector allocation + QoQ delta (equities-only)
Snapshot: Change Analysis
Compared to Q1 2023
Methodology:
sector metrics are equities-only;
instrument mix chart is ex-options;
options exposure is shown separately.
Why this matters.
Top Adds (Value $000, Stocks/ETFs)
| PDD | 179,607 | NEW |
| TOST | 102,490 | NEW |
| XYZ | 98,196 | 45.9% |
| NU | 88,088 | 65.8% |
| UBER | 85,898 | 36.2% |
| DASH | 85,607 | 30.9% |
| GLBE | 84,876 | 19.5% |
| FTCHQ | 79,013 | 62.6% |
| DDOG | 53,612 | 17.9% |
| GRAB HOLDINGS LIMITED | 49,237 | NEW |
Top Reduces (Value $000, Stocks/ETFs)
| SNOW | -211,040 | -44.2% |
| CVENT HOLDING CORP. | -104,935 | -100.0% |
| SCHW | -58,508 | -100.0% |
| PCOR | -47,547 | -45.3% |
| Enfusion, Inc. | -44,294 | -100.0% |
| RBLX | -12,128 | -10.4% |
| XP | -9,361 | -100.0% |
| TCV Acquisition Corp. | -5,120 | -100.0% |
| MELI KASZEK PIONEER CORP | -4,080 | -100.0% |
| PORTAGE FINTECH ACQUISITN CO | -1,860 | -100.0% |
Instrument mix + QoQ Δ (ex-options)
How this table is calculated:
SEC
VALUE ($000) is used as reported.
For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received.
Column % is bucket-based:
non-options share is calculated inside non-option total, options share is calculated inside options total.
Details.
Filter:
Instrument:
| Issuer Name | Ticker | Sector | Industry | Class | History | Value ($000) | % | Shares | Shares Δ | Shares Δ% | Value Δ ($000) | Value Δ% | Principal | Option Type |
|---|