DIG
Dragoneer Investment Group Portfolio holdings
AUM
$4.9B
This Quarter Return
+15.5%
1 Year Return
+33.05%
3 Year Return
+99.34%
5 Year Return
+46.3%
10 Year Return
+507.49%
AUM
$706M
AUM Growth
+$706M
(+16%)
Cap. Flow
+$10.9M
Cap. Flow
% of AUM
1.54%
Top 10 Holdings %
Top 10 Hldgs %
80.75%
Holding
26
New
6
Increased
3
Reduced
6
Closed
7
Top Buys
| 1 |
Cannae Holdings
CNNE
|
$47.6M |
| 2 |
Meta Platforms (Facebook)
META
|
$35.6M |
| 3 |
RDFN
Redfin
RDFN
|
$25.2M |
| 4 |
Twilio
TWLO
|
$24.2M |
| 5 |
Dropbox
DBX
|
$23.4M |
Top Sells
| 1 |
Etsy
ETSY
|
$48.6M |
| 2 |
MULE
MuleSoft, Inc.
MULE
|
$48.2M |
| 3 |
BlackLine
BL
|
$24.2M |
| 4 |
SAIL
SailPoint Technologies Holdings, Inc. Common Stock
SAIL
|
$18.1M |
| 5 |
ServiceNow
NOW
|
$13.7M |
Sector Composition
| 1 | Technology | 38.17% |
| 2 | Consumer Discretionary | 26.93% |
| 3 | Communication Services | 15.88% |
| 4 | Real Estate | 6.7% |
| 5 | Consumer Staples | 2.83% |