Dragoneer Investment Group, LLC
SAN FRANCISCO, CA · CIK 0001602189
Portfolio Value: $4.75B
Positions: 22
Period: 2025-03-31
Filed: 2025-05-15
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022Q2 2022Q1 2022Q4 2021Q3 2021Q2 2021Q1 2021Q4 2020Q3 2020Q2 2020Q1 2020Q4 2019Q3 2019Q2 2019Q1 2019Q4 2018Q3 2018Q2 2018Q1 2018Q4 2017Q3 2017Q2 2017Q1 2017Q4 2016Q3 2016Q2 2016Q1 2016Q4 2015Q3 2015Q2 2015Q1 2015Q4 2014
Portfolio Value
$4.75B
Positions
22
New
3
Increased
5
Decreased
8
Sold Out
203
Dragoneer Investment Group, LLC Q1 2025 13F Filing Summary
Dragoneer Investment Group, LLC (SAN FRANCISCO, CA) reported a portfolio value of $4.75B across 22 positions in their Q1 2025 SEC 13F filing (period ending 2025-03-31). Top holdings include COUPANG INC ($565.41M), PDD HOLDINGS INC ($540.16M), BLOCK INC ($501.75M). The top 10 positions account for 79.6% of the portfolio. This quarter saw 3 new positions, 5 increases, 8 reductions, 203 complete exits. Notable new buys: INTUIT ($396.71M), SAILPOINT INC ($150.00M), KARMAN HLDGS INC ($30.08M). Notable exits: KANZHUN LIMITED, DOORDASH INC, PROCORE TECHNOLOGIES INC.
All Holdings
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | COUPANG INC CL A | $565.41M | 11.90% | +25.5% |
| 2 | PDD HOLDINGS INC SPONSORED ADS | $540.16M | 11.36% | -18.1% |
| 3 | BLOCK INC CL A | $501.75M | 10.56% | +79.9% |
| 4 | INTUIT COM | $396.71M | 8.35% | New |
| 5 | DUOLINGO INC CL A COM | $390.00M | 8.20% | +18.0% |
| 6 | FLUTTER ENTMT PLC SHS | $372.96M | 7.85% | - |
| 7 | GLOBAL E ONLINE LTD SHS | $297.58M | 6.26% | -30.4% |
| 8 | DAYFORCE INC COM | $275.68M | 5.80% | +22.4% |
| 9 | ATLASSIAN CORPORATION CL A | $235.92M | 4.96% | -38.8% |
| 10 | INSPIRE MED SYS INC COM | $206.68M | 4.35% | +49.0% |
| 11 | SERVICETITAN INC SHS CL A | $194.88M | 4.10% | - |
| 12 | SAILPOINT INC COM | $150.00M | 3.16% | New |
| 13 | JAMF HLDG CORP COM | $107.15M | 2.25% | -34.4% |
| 14 | ROBLOX CORP CL A | $102.28M | 2.15% | -82.6% |
| 15 | NU HLDGS LTD ORD SHS CL A | $101.46M | 2.13% | - |
| 16 | OSCAR HEALTH INC CL A | $90.69M | 1.91% | -27.1% |
| 17 | CCC INTELLIGENT SOLUTIONS HL COM | $83.04M | 1.75% | - |
| 18 | DYNATRACE INC COM NEW | $56.52M | 1.19% | -73.1% |
| 19 | KARMAN HLDGS INC COMMON STOCK | $30.08M | 0.63% | New |
| 20 | DATADOG INC CL A COM | $26.97M | 0.57% | - |
| 21 | ROOT INC CL A NEW | $20.59M | 0.43% | - |
| 22 | ZOOMINFO TECHNOLOGIES INC COMMON STOCK | $6.70M | 0.14% | -89.4% |
Position Changes
| Stock | Value | Shares |
|---|---|---|
INTUIT | $396.71M | 646,123 |
SAILPOINT INC | $150.00M | 8,000,000 |
KARMAN HLDGS INC | $30.08M | 900,000 |