Dragoneer Investment Group, LLC Top Holdings and 13F Report (2021) About Dragoneer Investment Group, LLCInvestment ActivityDragoneer Investment Group, LLC has $4.75 billion in total holdings as of September 30, 2021.Dragoneer Investment Group, LLC owns shares of 22 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 22.99% of the portfolio was purchased this quarter.About 31.23% of the portfolio was sold this quarter.This quarter, Dragoneer Investment Group, LLC has purchased 23 new stocks and bought additional shares in 5 stocks.Dragoneer Investment Group, LLC sold shares of 8 stocks and completely divested from 4 stocks this quarter.Largest Holdings Coupang $565,409,808PDD $540,157,921BLOCK INC $501,748,688Intuit $396,713,061DUOLINGO INC $389,995,075 Largest New Holdings this Quarter 461202103 - Intuit $396,713,061 Holding78781J109 - SAILPOINT INC $150,000,000 Holding485924104 - KARMAN HLDGS INC $30,078,000 Holding Largest Purchases this Quarter Intuit 646,123 shares (about $396.71M)BLOCK INC 4,102,453 shares (about $222.89M)SAILPOINT INC 8,000,000 shares (about $150M)Coupang 5,241,204 shares (about $114.94M)Inspire Medical Systems 426,493 shares (about $67.93M) Largest Sales this Quarter Roblox 8,346,341 shares (about $486.51M)Dynatrace 3,260,831 shares (about $153.75M)Atlassian 704,310 shares (about $149.46M)Global-E Online 3,646,299 shares (about $129.99M)PDD 1,008,022 shares (about $119.30M) 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 PortfolioSectorCPNGCoupang$565,409,808$114,939,604 ▲25.5%25,782,48111.9%Retail/WholesalePDDPDD$540,157,921$119,299,404 ▼-18.1%4,564,07211.4%Retail/WholesaleBLOCK INC$501,748,688$222,886,272 ▲79.9%9,235,20510.6%CL AINTUIntuit$396,713,061$396,713,061 ▲New Holding646,1238.3%Computer and TechnologyDUOLINGO INC$389,995,075$59,605,358 ▲18.0%1,255,8618.2%CL A COMFLUTTER ENTMT PLC$372,959,0420.0%1,683,4087.8%SHSGLBEGlobal-E Online$297,583,384$129,990,559 ▼-30.4%8,347,3606.3%Retail/WholesaleCDAYCeridian HCM$275,682,163$50,497,739 ▲22.4%4,726,2505.8%Computer and TechnologyTEAMAtlassian$235,917,465$149,461,625 ▼-38.8%1,111,7175.0%Computer and TechnologyINSPInspire Medical Systems$206,682,206$67,931,805 ▲49.0%1,297,6034.3%MedicalSERVICETITAN INC$194,877,0610.0%2,048,9654.1%SHS CL ASAILPOINT INC$150,000,000$150,000,000 ▲New Holding8,000,0003.2%COMJAMFJamf$107,145,856$56,281,886 ▼-34.4%8,818,5892.3%Business ServicesRBLXRoblox$102,284,669$486,508,217 ▼-82.6%1,754,7552.2%Consumer DiscretionaryNUNU$101,464,0440.0%9,908,5982.1%FinanceOSCROscar Health$90,687,743$33,698,547 ▼-27.1%6,917,4481.9%FinanceCCCSCCC Intelligent Solutions$83,042,5980.0%9,196,3011.7%Computer and TechnologyDTDynatrace$56,522,949$153,748,183 ▼-73.1%1,198,7901.2%Computer and TechnologyKARMAN HLDGS INC$30,078,000$30,078,000 ▲New Holding900,0000.6%COMMON STOCKDDOGDatadog$26,965,2780.0%271,8000.6%Computer and TechnologyROOTRoot$20,592,4610.0%154,3200.4%FinanceZIZoomInfo Technologies$6,700,000$56,533,310 ▼-89.4%670,0000.1%Computer and TechnologyDOORDASH INC$0$179,325,757 ▼-100.0%00.0%CL ABZKanzhun$0$55,728,747 ▼-100.0%00.0%Computer and TechnologyPCORProcore Technologies$0$47,492,432 ▼-100.0%00.0%Computer and TechnologyIBOTTA INC$0$16,270,000 ▼-100.0%00.0%CLASS A COM SHSShowing 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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