SmartMoneyDB

Dragoneer Investment Group, LLC

SAN FRANCISCO, CA · CIK 0001602189

Portfolio Value: $4.53B
Positions: 26
Period: 2025-09-30
Filed: 2025-11-14
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

$4.53B

Positions

26

New

8

Increased

3

Decreased

7

Sold Out

210

Dragoneer Investment Group, LLC Q3 2025 13F Filing Summary

Dragoneer Investment Group, LLC (SAN FRANCISCO, CA) reported a portfolio value of $4.53B across 26 positions in their Q3 2025 SEC 13F filing (period ending 2025-09-30). Top holdings include DUOLINGO INC ($508.76M), BLOCK INC ($473.35M), COUPANG INC ($472.24M). The top 10 positions account for 80.3% of the portfolio. This quarter saw 8 new positions, 3 increases, 7 reductions, 210 complete exits. Notable new buys: KLARNA GROUP PLC ($303.59M), CARVANA CO ($256.12M), FLUENCE ENERGY INC ($65.88M). Notable exits: INSPIRE MED SYS INC, FLUTTER ENTMT PLC, HINGE HEALTH INC.

All Holdings

#StockValue↓WeightChange
1
DUOLINGO INC
CL A COM
$508.76M
11.23%
+324.4%
2
BLOCK INC
CL A
$473.35M
10.45%
-29.1%
3
COUPANG INC
CL A
$472.24M
10.43%
-29.8%
4
GLOBAL E ONLINE LTD
SHS
$425.08M
9.39%
+18.2%
5
NVIDIA CORPORATION
COM
$387.79M
8.56%
-34.8%
6
DAYFORCE INC
COM
$327.22M
7.22%
-
7
KLARNA GROUP PLC
SHS
$303.59M
6.70%
New
8
CARVANA CO
CL A
$256.12M
5.66%
New
9
PDD HOLDINGS INC
SPONSORED ADS
$242.59M
5.36%
-48.1%
10
MERCADOLIBRE INC
COM
$241.59M
5.33%
+0.0%
11
SAILPOINT INC
COM
$176.64M
3.90%
-
12
CHIME FINL INC
COM SHS CL A
$172.43M
3.81%
-
13
SERVICETITAN INC
SHS CL A
$100.92M
2.23%
-17.0%
14
CCC INTELLIGENT SOLUTIONS HL
COM
$83.78M
1.85%
-
15
NU HLDGS LTD
ORD SHS CL A
$79.32M
1.75%
-50.0%
16
FLUENCE ENERGY INC
COM CL A
$65.88M
1.45%
New
17
JAMF HLDG CORP
COM
$46.31M
1.02%
-
18
GEMINI SPACE STA INC
CL A COM
$38.82M
0.86%
New
19
DATADOG INC
CL A COM
$38.70M
0.85%
-87.9%
20
OSCAR HEALTH INC
CL A
$25.48M
0.56%
-
21
FIGMA INC
CLASS A COM STK
$22.36M
0.49%
New
22
ROOT INC
CL A NEW
$13.81M
0.30%
-
23
ZOOMINFO TECHNOLOGIES INC
COMMON STOCK
$7.31M
0.16%
-
24
STUBHUB HLDGS INC
CL A
$7.17M
0.16%
New
25
PATTERN GROUP INC
COM SER A
$6.71M
0.15%
New
26
ACCELERANT HOLDINGS
CL A
$5.01M
0.11%
New

Position Changes

StockValueShares
KLARNA GROUP PLC
$303.59M8,283,616
CARVANA CO
$256.12M678,921
FLUENCE ENERGY INC
$65.88M6,100,265
GEMINI SPACE STA INC
$38.82M1,620,000
FIGMA INC
$22.36M431,165
STUBHUB HLDGS INC
$7.17M425,531
PATTERN GROUP INC
$6.71M489,700
ACCELERANT HOLDINGS
$5.01M336,361