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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, Q4 2021

Institutional positions in Dragoneer Growth Opportunities Corp. III as of Dec 31, 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
110
+7 vs. Q3 2021
Shares held
40.3M
+1.49M (+3.8%) vs. Q3 2021
Total value
$394.3M
+$13.5M (+3.6%) vs. Q3 2021
New holders
18
16 more added
Sold out
11
16 more reduced

1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2021: 110 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 heldQ4 2021: $394.3M
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, Q4 2021

Shares, value and share of portfolio for each institution holding Dragoneer Growth Opportunities Corp. III; share changes are against Q3 2021.

Institutions holding DGNU in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Maverick Capital LtdSuperinvestorMaverick Capital3,000,000$29.3M0.35%00.0%Unchanged
Baupost Group LLCSuperinvestorBaupost Group2,000,000$19.5M0.19%00.0%Unchanged
Soroban Capital Partners LP2,000,000$19.5M0.15%00.0%Unchanged
Arena Capital Advisors, LLC- CA1,734,999$17.0M1.56%−264,901−13.2%Reduced
Third Point LLCSuperinvestorThird Point1,200,000$11.7M0.08%00.0%Unchanged
Fort Baker Capital Management LP1,064,340$10.4M1.83%+1,064,340New
Millennium Management LLC1,005,698$9.83M0.01%+120,413+13.6%Added
Public Sector Pension Investment Board1,000,000$9.77M0.05%−500,000−33.3%Reduced
Indaba Capital Management, L.P.1,000,000$9.77M1.05%00.0%Unchanged
Allianz Asset Management GmbH1,000,000$9.77M0.01%00.0%Unchanged
Glazer Capital, LLC988,558$9.66M0.24%−362,374−26.8%Reduced
RP Investment Advisors LP985,323$9.63M1.20%+985,323New
Finepoint Capital LP969,959$9.48M2.43%−879,466−47.6%Reduced
Marshall Wace, LLP900,000$8.79M0.02%+300,000+50.0%Added
Apollo Management Holdings, L.P.832,743$8.14M0.04%00.0%Unchanged
BlueCrest Capital Management Ltd800,000$7.82M0.45%00.0%Unchanged
Think Investments LP800,000$7.82M1.81%00.0%Unchanged
Fortress Investment Group LLC770,800$7.53M0.29%00.0%Unchanged
Governors Lane LP750,000$7.33M0.53%00.0%Unchanged
Bank of Montreal700,000$7.00M0.00%00.0%Unchanged
Empyrean Capital Partners, LP629,369$6.15M0.16%+329,369+109.8%Added
HBK Investments L P600,000$5.86M0.13%00.0%Unchanged
Healthcare of Ontario Pension Plan Trust Fund600,000$5.86M0.01%00.0%Unchanged
P Schoenfeld Asset Management LP547,921$5.35M0.29%+247,921+82.6%Added
Westchester Capital Management, LLC539,431$5.27M0.16%+519,431+2,597.2%Added
Kepos Capital LP525,000$5.13M0.43%00.0%Unchanged
Echo Street Capital Management LLC510,813$4.99M0.03%00.0%Unchanged
UBS Oconnor LLC510,531$4.99M0.05%+13,672+2.8%Added
Alyeska Investment Group, L.P.500,000$4.88M0.06%00.0%Unchanged
Parkwood LLC500,000$4.88M0.86%00.0%Unchanged
Apoletto Ltd500,000$4.88M0.61%00.0%Unchanged
Sycomore Asset Management490,000$4.79M0.74%00.0%Unchanged
Farallon Capital Management, L.L.C.484,709$4.74M0.03%+234,709+93.9%Added
Cowen and Company, LLC458,215$4.48M0.43%+458,215New
Omni Event Management Ltd452,154$4.42M0.25%+452,154New
Spring Creek Capital LLC400,000$3.91M0.15%00.0%Unchanged
Woodline Partners LP400,000$3.91M0.06%00.0%Unchanged
Sculptor Capital LP350,000$3.42M0.03%00.0%Unchanged
Senator Investment Group LP350,000$3.42M0.07%00.0%Unchanged
Manufacturers Life Insurance Company, The338,657$3.31M0.00%−149,974−30.7%Reduced
Sage Rock Capital Management LP333,800$3.26M0.49%00.0%Unchanged
D. E. Shaw & Co., Inc.325,419$3.18M0.00%+91,684+39.2%Added
Starboard Value LPSuperinvestorStarboard Value315,537$3.08M0.04%−20,321−6.1%Reduced
TIG Advisors, LLC300,000$2.93M0.15%+300,000New
LH Capital Markets, LLC300,000$2.93M1.33%+300,000New
Davidson Kempner Capital Management LP250,000$2.45M0.04%00.0%Unchanged
Cowen Investment Management LLC250,000$2.44M0.53%+250,000New
Vetamer Capital Management, L.P.250,000$2.44M1.24%+250,000New
Park West Asset Management LLC201,000$1.96M0.06%00.0%Unchanged
Polygon Management Ltd.200,000$1.95M0.12%00.0%Unchanged
Diameter Capital Partners LP200,000$1.95M0.18%00.0%Unchanged
Ghisallo Capital Management LLC200,000$1.95M0.10%00.0%Unchanged
Prelude Capital Management, LLC194,576$1.90M0.09%+105,541+118.5%Added
Beryl Capital Management LLC182,500$1.78M0.09%+182,500New
Silver Rock Financial LP177,019$1.73M0.30%−24,149−12.0%Reduced
Seven Grand Managers, LLC170,425$1.67M1.60%+170,425New
Tenor Capital Management Co., L.P.150,000$1.47M0.03%00.0%Unchanged
Venator Capital Management Ltd.140,500$1.37M0.86%00.0%Unchanged
Centiva Capital, LP140,102$1.37M0.09%+89,877+178.9%Added
Magnetar Financial LLC135,050$1.32M0.01%00.0%Unchanged
Soros Fund Management LLCSuperinvestorSoros Fund Management125,000$1.22M0.02%00.0%Unchanged
Balyasny Asset Management LLC125,000$1.22M0.01%00.0%Unchanged
Saba Capital Management, L.P.125,000$1.22M0.02%00.0%Unchanged
Kawa Capital Management, Inc113,870$1.11M1.07%+113,870New
Gabelli Funds LLC112,413$1.10M0.01%+33,813+43.0%Added
Neuberger Berman Group LLC100,313$980.0K0.00%−25,089−20.0%Reduced
Toronto Dominion Bank100,000$977.0K0.00%00.0%Unchanged
Radcliffe Capital Management, L.P.100,000$977.0K0.04%00.0%Unchanged
Lombard Odier Asset Management (USA) Corp100,000$977.0K0.15%00.0%Unchanged
Antara Capital LP100,000$977.0K0.10%00.0%Unchanged
Cohen & Co Financial Management, LLC100,000$977.0K0.65%+100,000New
Berkley W R Corp99,232$969.0K0.05%00.0%Unchanged
DG Capital Management, LLC88,240$862.0K0.17%00.0%Unchanged
Gabelli & Co Investment Advisers, Inc.86,300$843.0K0.11%+14,900+20.9%Added
HRT Financial LP74,950$732.0K0.00%+509+0.7%Added
Jane Street Group, LLC70,199$686.0K0.00%+199+0.3%Added
TD Asset Management Inc70,000$684.0K0.00%00.0%Unchanged
Hudson Bay Capital Management LP70,000$684.0K0.01%00.0%Unchanged
Picton Mahoney Asset Management70,000$684.0K0.02%00.0%Unchanged
Caas Capital Management LP70,000$684.0K0.06%00.0%Unchanged
Royal Bank of Canada66,976$654.0K0.00%−280−0.4%Reduced
Fir Tree Capital Management LP66,331$648.0K0.02%−33,669−33.7%Reduced
Bank of America Corp60,520$591.0K0.00%00.0%Unchanged
Citigroup Inc57,661$563.0K0.00%00.0%Unchanged
Geode Capital Management, LLC52,306$511.0K0.00%00.0%Unchanged
Cinctive Capital Management LP50,605$494.0K0.02%+605+1.2%Added
FNY Investment Advisers, LLC50,200$490.0K0.27%+50,200New
Wolverine Asset Management LLC46,819$457.0K0.01%−99,828−68.1%Reduced
Boothbay Fund Management, LLC44,986$440.0K0.01%+44,986New
Angelo Gordon & Co., L.P.35,000$342.0K0.03%00.0%Unchanged
Atalaya Capital Management LP35,000$342.0K0.04%00.0%Unchanged
Mirae Asset Global Investments Co., Ltd.31,727$310.0K0.00%+31,727New
CVI Holdings, LLC24,192$236.0K0.02%−25,808−51.6%Reduced
DuPont Capital Management Corp20,000$195.0K0.01%00.0%Unchanged
Segantii Capital Management Ltd20,000$195.0K0.01%00.0%Unchanged
Shaolin Capital Management LLC20,000$195.0K0.01%00.0%Unchanged
Whitebox Advisors LLC18,400$180.0K0.00%00.0%Unchanged
Context Capital Management, LLC15,270$149.0K0.01%00.0%Unchanged
ExodusPoint Capital Management, LP15,000$147.0K0.00%00.0%Unchanged
Evolution Capital Management LLC15,000$147.0K0.46%+15,000New