Dragoneer Investment Group, LLC Portfolio Holdings by Sector

Dragoneer Investment Group, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Internet Retail \| Consumer Cyclical CPNG GLBE CVNA PDD MELI 5 stocks	$1.64 Million 45.98% of portfolio	3	2	2	-	0 Calls 0 Puts
Software—Application \| Technology DUOL CDAY JAMF DDOG ZI 5 stocks	$907,178 25.47% of portfolio	1	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology SQ CCCS 2 stocks	$458,554 12.87% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$387,785 10.89% of portfolio	-	1	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services NU 1 stocks	$79,318 2.23% of portfolio	-	1	-	-	0 Calls 0 Puts
Utilities—Renewable \| Utilities FLNC 1 stocks	$65,882 1.85% of portfolio	1	-	1	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare OSCR 1 stocks	$25,482 0.72% of portfolio	-	-	-	-	0 Calls 0 Puts

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