Dragoneer Investment Group, LLC Top Holdings and 13F Report (2021) About Dragoneer Investment Group, LLCInvestment ActivityDragoneer Investment Group, LLC has $5.75 billion in total holdings as of September 30, 2021.Dragoneer Investment Group, LLC owns shares of 24 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 13.30% of the portfolio was purchased this quarter.About 12.07% of the portfolio was sold this quarter.This quarter, Dragoneer Investment Group, LLC has purchased 33 new stocks and bought additional shares in 6 stocks.Dragoneer Investment Group, LLC sold shares of 7 stocks and completely divested from 9 stocks this quarter.Largest Holdings Global-E Online $587,999,036Atlassian $579,834,050Roblox $519,842,685PDD $504,761,129Ceridian HCM $466,680,533 Largest Purchases this Quarter Ceridian HCM 3,722,630 shares (about $228.01M)Atlassian 995,061 shares (about $158.03M)DUOLINGO INC 557,646 shares (about $157.27M)PDD 1,123,403 shares (about $151.45M)Coupang 1,987,557 shares (about $48.79M) Largest Sales this Quarter DOORDASH INC 783,534 shares (about $111.83M)Procore Technologies 1,609,607 shares (about $99.34M)CCC Intelligent Solutions 6,708,692 shares (about $74.13M)Oscar Health 3,238,105 shares (about $68.68M)Kanzhun 3,873,106 shares (about $67.24M) Sector Allocation Over TimeMap of 500 Largest Holdings ofDragoneer Investment Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGLBEGlobal-E Online$587,999,036$21,623,153 ▲3.8%15,296,54110.2%Retail/WholesaleTEAMAtlassian$579,834,050$158,025,638 ▲37.5%3,651,11810.1%Computer and TechnologyRBLXRoblox$519,842,6850.0%11,745,2039.0%Consumer DiscretionaryPDDPDD$504,761,129$151,445,958 ▲42.9%3,744,2418.8%Multi-Sector ConglomeratesCDAYCeridian HCM$466,680,533$228,011,088 ▲95.5%7,619,2748.1%Computer and TechnologyCPNGCoupang$462,778,572$48,794,524 ▲11.8%18,850,4518.0%Retail/WholesaleDUOLINGO INC$434,014,115$157,267,325 ▲56.8%1,538,9487.5%CL A COMFLUTTER ENTMT PLC$399,439,0500.0%1,683,4086.9%SHSDOORDASH INC$294,595,148$111,833,808 ▼-27.5%2,064,0035.1%CL AJAMFJamf$284,314,7620.0%16,387,0184.9%Business ServicesZIZoomInfo Technologies$228,279,0710.0%22,120,0654.0%Computer and TechnologySQBlock$226,440,7010.0%3,373,1673.9%Business ServicesOSCROscar Health$201,238,232$68,680,207 ▼-25.4%9,487,8943.5%FinanceBZKanzhun$191,291,489$67,237,120 ▼-26.0%11,019,0953.3%Computer and TechnologyNUNU$135,252,363$45,084,121 ▼-25.0%9,908,5982.4%FinanceCCCSCCC Intelligent Solutions$101,619,126$74,131,047 ▼-42.2%9,196,3011.8%FinancePCORProcore Technologies$39,119,617$99,344,943 ▼-71.7%633,8240.7%Business ServicesRUBRIK INC.$34,330,509$15,501,990 ▼-31.1%1,067,8230.6%CL ADDOGDatadog$31,273,3080.0%271,8000.5%Computer and TechnologyIBOTTA INC$15,402,5000.0%250,0000.3%CLASS A COM SHSROOTRoot$5,830,2100.0%154,3200.1%FinanceKINDNextdoor$4,960,0000.0%2,000,0000.1%Computer and TechnologyREDDIT INC$1,977,6000.0%30,0000.0%CL ASNOWSnowflake$57,4300.0%5000.0%Computer and TechnologyTOSTToast$0$89,520,805 ▼-100.0%00.0%Computer and TechnologyAFRMAffirm$0$45,219,053 ▼-100.0%00.0%Business ServicesPTONPeloton Interactive$0$38,154,471 ▼-100.0%00.0%Consumer DiscretionaryDTDynatrace$0$15,143,908 ▼-100.0%00.0%Computer and TechnologyKLAVIYO INC$0$12,445,000 ▼-100.0%00.0%COM SER AMRVIMaravai LifeSciences$0$5,373,351 ▼-100.0%00.0%MedicalWAYSTAR HLDG CORP$0$4,300,000 ▼-100.0%00.0%COMTEMPUS AI INC$0$1,750,000 ▼-100.0%00.0%CL AME23andMe$0$195,600 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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