Dragoneer Investment Group, LLC
Q1 2024 13F-HR Holdings
Net value change ($000)
-287,582
(-6.2%)
New positions
6
Sold out positions
5
Turnover %
17.1%
Sector allocation + QoQ delta (equities-only)
Snapshot: Change Analysis
Compared to Q4 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)
| FLUT | 335,585 | NEW |
| DT | 212,582 | NEW |
| TOST | 105,606 | 127.4% |
| BZ | 104,189 | 49.6% |
| OSCR | 72,793 | 62.5% |
| CPNG | 61,730 | 22.0% |
| NU | 44,524 | 39.4% |
| ALAB | 22,257 | NEW |
| TBBB | 19,024 | NEW |
| PCOR | 8,208 | 18.7% |
Top Reduces (Value $000, Stocks/ETFs)
| DDOG | -264,861 | -88.7% |
| XYZ | -192,767 | -40.2% |
| PDD | -181,271 | -59.1% |
| DASH | -142,289 | -39.2% |
| NCNO | -89,330 | -57.4% |
| GRAB HOLDINGS LIMITED | -78,333 | -74.6% |
| RBLX | -69,799 | -16.5% |
| SNOW | -57,003 | -99.9% |
| GTM | -54,415 | -13.3% |
| EngageSmart, Inc. | -50,190 | -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 |
|---|