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Dragoneer Growth Opportunities Corp. III

DGNUDelisted Mar 23, 2023
Industry
Blank Checks
SEC CIK
0001827076

Dragoneer Growth Opportunities Corp. III was delisted on Mar 23, 2023; its insiders filed their last Form 4 on Dec 7, 2021; 100 institutions reported holding it in 13F filings for Q4 2022, worth $403.8M in total; 4 superinvestors held it, including Maverick Capital and Third Point.

13F holders, Q2 2021

Institutional positions in Dragoneer Growth Opportunities Corp. III as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
104
+3 vs. Q1 2021
Shares held
39.2M
+3.00M (+8.3%) vs. Q1 2021
Total value
$391.9M
+$25.5M (+7.0%) vs. Q1 2021
New holders
16
12 more added
Sold out
13
10 more reduced

Compare with Q1 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting DGNU on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2021: 104 institutions
Q1 2021: 101 institutionsQ2 2021: 104 institutionsQ3 2021: 104 institutionsQ4 2021: 110 institutionsQ1 2022: 107 institutionsQ2 2022: 103 institutionsQ3 2022: 102 institutionsQ4 2022: 100 institutionsQ1 2023: 0 institutionsQ2 2023: 0 institutionsQ3 2023: 0 institutionsQ4 2023: 0 institutionsQ1 2024: 0 institutionsQ2 2024: 0 institutionsQ3 2024: 0 institutionsQ4 2024: 0 institutionsQ1 2025: 0 institutionsQ2 2025: 0 institutionsQ3 2025: 0 institutionsQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ2 2021: $391.9M
Q1 2021: $366.4MQ2 2021: $391.9MQ3 2021: $392.5MQ4 2021: $394.3MQ1 2022: $385.5MQ2 2022: $388.0MQ3 2022: $404.1MQ4 2022: $403.8MQ1 2023: $0Q2 2023: $0Q3 2023: $0Q4 2023: $0Q1 2024: $0Q2 2024: $0Q3 2024: $0Q4 2024: $0Q1 2025: $0Q2 2025: $0Q3 2025: $0Q4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding DGNU and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20250$0
Q3 20250$0
Q2 20250$0
Q1 20250$0
Q4 20240$0
Q3 20240$0
Q2 20240$0
Q1 20240$0
Q4 20230$0
Q3 20230$0
Q2 20230$0
Q1 20230$0
Q4 2022100$403.8M
Q3 2022102$404.1M
Q2 2022103$388.0M
Q1 2022107$385.5M
Q4 2021110$394.3M
Q3 2021104$392.5M
Q2 2021104$391.9M
Q1 2021101$366.4M

Institutions, Q2 2021

Shares, value and share of portfolio for each institution holding Dragoneer Growth Opportunities Corp. III; share changes are against Q1 2021.

Institutions holding DGNU in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Maverick Capital LtdSuperinvestorMaverick Capital3,000,000$30.0M0.28%−30,990−1.0%Reduced
Baupost Group LLCSuperinvestorBaupost Group2,000,000$20.0M0.16%00.0%Unchanged
Soroban Capital Partners LP2,000,000$20.0M0.19%00.0%Unchanged
Arena Capital Advisors, LLC- CA1,863,636$18.6M1.54%−236,364−11.3%Reduced
Finepoint Capital LP1,849,425$18.5M3.47%+1,849,425New
Public Sector Pension Investment Board1,500,000$15.0M0.09%00.0%Unchanged
Glazer Capital, LLC1,365,169$13.7M0.21%−253,709−15.7%Reduced
Third Point LLCSuperinvestorThird Point1,200,000$12.0M0.07%00.0%Unchanged
TPG Group Holdings (SBS) Advisors, Inc.1,200,000$12.0M0.09%00.0%Unchanged
TOMS Capital Investment Management LP1,026,930$10.3M1.42%+26,930+2.7%Added
Indaba Capital Management, L.P.1,000,000$10.0M1.08%00.0%Unchanged
Allianz Asset Management GmbH1,000,000$10.0M0.01%00.0%Unchanged
Millennium Management LLC919,285$9.19M0.01%+19,285+2.1%Added
Apollo Management Holdings, L.P.832,743$8.33M0.05%+57,743+7.5%Added
BlueCrest Capital Management Ltd800,000$8.00M0.26%00.0%Unchanged
Think Investments LP800,000$8.00M1.09%00.0%Unchanged
Fortress Investment Group LLC770,800$7.71M0.32%+735,800+2,102.3%Added
Governors Lane LP750,000$7.50M0.56%00.0%Unchanged
Bank of Montreal700,000$7.04M0.00%00.0%Unchanged
HBK Investments L P600,000$6.00M0.06%00.0%Unchanged
Marshall Wace, LLP600,000$6.00M0.03%00.0%Unchanged
Healthcare of Ontario Pension Plan Trust Fund600,000$6.00M0.01%00.0%Unchanged
Schonfeld Strategic Advisors LLC600,000$6.00M0.07%00.0%Unchanged
Hound Partners, LLC528,766$5.29M0.26%+128,766+32.2%Added
Kepos Capital LP525,000$5.25M0.39%+436,475+493.1%Added
King Street Capital Management, L.P.500,000$5.00M0.41%00.0%Unchanged
Alyeska Investment Group, L.P.500,000$5.00M0.06%00.0%Unchanged
Parkwood LLC500,000$5.00M0.88%00.0%Unchanged
Sycomore Asset Management490,000$4.91M0.68%+490,000New
Manufacturers Life Insurance Company, The488,447$4.88M0.00%+1750.0%Added
Spring Creek Capital LLC400,000$4.00M0.20%00.0%Unchanged
Woodline Partners LP400,000$4.00M0.07%00.0%Unchanged
Sculptor Capital LP350,000$3.50M0.03%00.0%Unchanged
Senator Investment Group LP350,000$3.50M0.07%00.0%Unchanged
Starboard Value LPSuperinvestorStarboard Value335,858$3.36M0.07%+100,300+42.6%Added
Sage Rock Capital Management LP333,800$3.34M0.44%00.0%Unchanged
P Schoenfeld Asset Management LP300,000$3.00M0.19%00.0%Unchanged
Empyrean Capital Partners, LP300,000$3.00M0.07%00.0%Unchanged
Security Benefit Life Insurance Co300,000$3.00M0.23%+300,000New
Farallon Capital Management, L.L.C.250,000$2.50M0.01%00.0%Unchanged
Cohen & Co Financial Management, LLC250,000$2.50M1.59%+250,000New
Park West Asset Management LLC201,000$2.01M0.06%00.0%Unchanged
D. E. Shaw & Co., Inc.200,000$2.00M0.00%00.0%Unchanged
Polygon Management Ltd.200,000$2.00M0.11%00.0%Unchanged
Diameter Capital Partners LP200,000$2.00M0.20%00.0%Unchanged
Ghisallo Capital Management LLC200,000$2.00M0.08%00.0%Unchanged
Echo Street Capital Management LLC184,847$1.85M0.01%+184,847New
Citadel Advisors LLC171,504$1.72M0.00%−254,374−59.7%Reduced
Davidson Kempner Capital Management LP165,706$1.66M0.01%+15,706+10.5%Added
Wolverine Asset Management LLC160,387$1.60M0.01%+140,387+701.9%Added
Silver Rock Financial LP150,300$1.50M0.25%+300+0.2%Added
Tenor Capital Management Co., L.P.150,000$1.50M0.03%00.0%Unchanged
Venator Capital Management Ltd.140,500$1.41M0.74%00.0%Unchanged
Neuberger Berman Group LLC125,402$1.25M0.00%−22,106−15.0%Reduced
Soros Fund Management LLCSuperinvestorSoros Fund Management125,000$1.25M0.02%00.0%Unchanged
Balyasny Asset Management LLC125,000$1.25M0.01%00.0%Unchanged
Magnetar Financial LLC125,000$1.25M0.01%00.0%Unchanged
Saba Capital Management, L.P.125,000$1.25M0.05%00.0%Unchanged
Parallax Volatility Advisers, L.P.120,090$1.20M0.02%+120,090New
Weiss Asset Management LP101,195$1.01M0.03%+101,195New
Toronto Dominion Bank100,000$1.00M0.00%00.0%Unchanged
Fir Tree Capital Management LP100,000$1.00M0.04%00.0%Unchanged
Radcliffe Capital Management, L.P.100,000$1.00M0.04%00.0%Unchanged
Lombard Odier Asset Management (USA) Corp100,000$1.00M0.19%00.0%Unchanged
Antara Capital LP100,000$1.00M0.18%+100,000New
Berkley W R Corp99,232$992.0K0.10%00.0%Unchanged
CSS LLC98,992$990.0K0.05%−128,508−56.5%Reduced
Gabelli Funds LLC78,600$786.0K0.01%00.0%Unchanged
HRT Financial LP74,950$749.0K0.01%00.0%Unchanged
Gabelli & Co Investment Advisers, Inc.71,400$714.0K0.08%00.0%Unchanged
Hudson Bay Capital Management LP70,000$700.0K0.01%00.0%Unchanged
Jane Street Group, LLC70,000$700.0K0.00%00.0%Unchanged
Caas Capital Management LP70,000$700.0K0.04%00.0%Unchanged
Picton Mahoney Asset Management70,000$700.0K0.03%+70,000New
TD Asset Management Inc70,000$692.0K0.00%00.0%Unchanged
Royal Bank of Canada67,056$671.0K0.00%+2,849+4.4%Added
Bank of America Corp60,520$605.0K0.00%+60,520New
Citigroup Inc57,661$577.0K0.00%−21,522−27.2%Reduced
Geode Capital Management, LLC52,306$523.0K0.00%+52,306New
Maven Securities LTD50,000$502.0K0.05%−25,000−33.3%Reduced
Centiva Capital, LP50,225$502.0K0.04%+50,225New
CNH Partners LLC50,000$500.0K0.01%00.0%Unchanged
CVI Holdings, LLC50,000$500.0K0.03%00.0%Unchanged
Cinctive Capital Management LP50,000$500.0K0.03%00.0%Unchanged
Angelo Gordon & Co., L.P.35,000$350.0K0.04%00.0%Unchanged
Pentwater Capital Management LP35,000$350.0K0.00%00.0%Unchanged
Atalaya Capital Management LP35,000$350.0K0.09%00.0%Unchanged
DG Capital Management, LLC26,126$261.0K0.06%+26,126New
Anson Funds Management LP25,000$250.0K0.03%+25,000New
DuPont Capital Management Corp20,000$200.0K0.00%00.0%Unchanged
Whitebox Advisors LLC20,000$200.0K0.00%00.0%Unchanged
Westchester Capital Management, LLC20,000$200.0K0.01%00.0%Unchanged
Segantii Capital Management Ltd20,000$200.0K0.01%00.0%Unchanged
KCL Capital, L.P.20,000$200.0K0.03%00.0%Unchanged
Shaolin Capital Management LLC20,000$200.0K0.01%00.0%Unchanged
J. Goldman & Co LP16,290$163.0K0.01%+16,290New
Context Capital Management, LLC15,270$153.0K0.01%−24,730−61.8%Reduced
ExodusPoint Capital Management, LP15,000$150.0K0.00%00.0%Unchanged
MMCAP International Inc. SPC10,000$100.0K0.01%00.0%Unchanged
Castle Creek Arbitrage, LLC10,000$100.0K0.01%00.0%Unchanged