DIG

Dragoneer Investment Group Portfolio holdings

AUM $4.9B
1-Year Est. Return 33.05%
This Quarter Est. Return
1 Year Est. Return
+33.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.61B
AUM Growth
+$262M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$94.6M
2
+$47.6M
3
+$41.9M
4
BZ icon
Kanzhun
BZ
+$15.4M
5
BIRK icon
Birkenstock
BIRK
+$14.6M

Top Sells

1
+$215M
2
+$137M
3
+$113M
4
CARG icon
CarGurus
CARG
+$94.4M
5
DASH icon
DoorDash
DASH
+$75.7M

Sector Composition

1 Technology 46.66%
2 Consumer Discretionary 34.48%
3 Communication Services 13.83%
4 Healthcare 2.54%
5 Financials 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.78M 0.08%
2,000,000
27
$1.62M 0.04%
154,320
28
$457K 0.01%
25,000
29
– –
-750,000
30
– –
-1,565,395
1
2