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DRAGONEER INVESTMENT GROUP, LLC
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SAN FRANCISCO CA
Investment Advisor
Hedge Fund
Dragoneer Investment Group is based out of San Francisco. Dragoneer Investment Group is a hedge fund with 30 clients and discretionary assets under management (AUM) of $22,663,899,860 (Form ADV from 2024-04-29). Their last reported 13F filing for Q4 2024 included $5,726,061,528 in managed 13F securities
and a top 10 holdings concentration of 77.04%. Dragoneer Investment Group's largest holding is Global-E Online Ltd with shares held of 11,993,659. Whalewisdom has at least 41 13F filings, 7 13D filings, and 34 13G filings
Business Description
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Other Contact Information
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2024-12-31
Top Buys (13F)
| Name | % Change |
|---|---|
| DT Dynatrace Inc | 4.23% |
| XYZ Block Inc | 3.68% |
| TTAN ServiceTitan Inc. | 3.68% |
| INSP Inspire Medical Syst | 2.82% |
| PDD PDD Holdings Inc | 0.66% |
2024-12-31
Top Sells (13F)
| Name | % Change |
|---|---|
| DAY Dayforce Inc | 3.22% |
| ZI ZoomInfo Technologie | 2.81% |
| TEAM Atlassian Corporatio | 2.36% |
| BZ KANZHUN LTD | 2.35% |
| DASH DoorDash, Inc | 1.99% |
2024-12-31
13F Holdings Summary
| Name | $ Change |
|---|---|
| GLBE Global-E Online Ltd | 11.42% |
| RBLX Roblox Corporation | 10.21% |
| PDD PDD Holdings Inc | 9.44% |
| CPNG Coupang Inc | 7.89% |
| TEAM Atlassian Corporatio | 7.72% |
2024-12-31
13F Activity
| Market Value | $5.73b, Prior: $5.75b |
| Inflows (Outflows) as % of Total MV | (-11.9094)% |
| New Purchases | 3 stocks |
| Added To | 3 stocks |
| Sold out of | 4 stocks |
| Reduced holdings in | 9 stocks |
| Top 10 Holdings % | 77.04% |
| Turnover %[1] | 25.93% |
| Turnover Alt %[2] | 17.09% |
| Time Held Top 20 | 6.45 quarters |
| Time Held Top 10 | 2.8 quarters |
| Time Held All | 9.04 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2024-12-31
13F Sector Allocation Over Time
limited to past 4 quarters. Subscribe to see all available data
2024-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2024-12-31