DIG
Dragoneer Investment Group Portfolio holdings
AUM
$4.9B
This Quarter Return
+68.06%
1 Year Return
+33.05%
3 Year Return
+99.34%
5 Year Return
+46.3%
10 Year Return
+507.49%
AUM
$3.02B
AUM Growth
+$3.02B
(+35%)
Cap. Flow
-$674M
Cap. Flow
% of AUM
-22.31%
Top 10 Holdings %
Top 10 Hldgs %
83.25%
Holding
29
New
5
Increased
2
Reduced
13
Closed
6
Top Buys
| 1 |
GTM
ZoomInfo Technologies
GTM
|
$159M |
| 2 |
Floor & Decor
FND
|
$90.5M |
| 3 |
API
Agora
API
|
$88.2M |
| 4 |
CarGurus
CARG
|
$52M |
| 5 |
XYZ
Block, Inc.
XYZ
|
$13.3M |
Top Sells
| 1 |
Twilio
TWLO
|
$472M |
| 2 |
LVGO
Livongo Health, Inc. Common Stock
LVGO
|
$166M |
| 3 |
Datadog
DDOG
|
$130M |
| 4 |
Dynatrace
DT
|
$81.2M |
| 5 |
Uber
UBER
|
$44.3M |
Sector Composition
| 1 | Technology | 72.93% |
| 2 | Consumer Discretionary | 12.78% |
| 3 | Communication Services | 9.42% |
| 4 | Industrials | 2.4% |
| 5 | Consumer Staples | 0.43% |