Dragoneer Investment Group, LLC 13F Holdings

CIK 0001602189 · SAN FRANCISCO, CA

As of Sep 30, 2025, Dragoneer Investment Group, LLC reported 26 positions worth $4.5B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
DUOLINGO INCDUOLTechnology1,580,787$508.8M11.23%
BLOCK INCXYZTechnology6,549,747$473.4M10.45%
COUPANG INCCPNGConsumer Cyclical14,665,691$472.2M10.43%
GLOBAL-E ONLINE LTDGLBEConsumer Cyclical11,887,078$425.1M9.39%
NVIDIA CORPNVDATechnology2,078,387$387.8M8.56%
DAYFORCE INCDAYTechnology4,749,842$327.2M7.22%
KLARNA GROUP PLCKLARTechnology8,283,616$303.6M6.70%
CARVANA COCVNAConsumer Cyclical678,921$256.1M5.66%
PDD HOLDINGS INCPDDConsumer Cyclical1,835,428$242.6M5.36%
MERCADOLIBRE INCMELIConsumer Cyclical103,379$241.6M5.33%
SAILPOINT INCSAILTechnology8,000,000 76.6M3.90%
Chime Finl Inc——8,548,884 72.4M3.81%
SERVICETITAN INCTTANTechnology1,000,885 00.9M2.23%
CCC INTELLIGENT SOLUTIONS HOLDINGS INCCCCTechnology9,196,301$83.8M1.85%
NU HOLDINGS LTDNUFinancial Services4,954,299$79.3M1.75%
FLUENCE ENERGY INCFLNCUtilities6,100,265$65.9M1.45%
JAMF HOLDING CORPJAMFTechnology4,328,286$46.3M1.02%
GEMINI SPACE STA INCGEMIFinancial Services1,620,000$38.8M0.86%
DATADOG INCDDOGTechnology271,800$38.7M0.85%
OSCAR HEALTH INCOSCRHealthcare1,346,154$25.5M0.56%
FIGMA INCFIGTechnology431,165$22.4M0.49%
ROOT INCROOTFinancial Services154,320 3.8M0.30%
ZOOMINFO TECHNOLOGIES INCGTMTechnology670,000$7.3M0.16%
STUBHUB HLDGS INCSTUBCommunication Services425,531$7.2M0.16%
PATTERN GROUP INC COM SER APTRNConsumer Cyclical489,700$6.7M0.15%