SmartMoneyDB

Dragoneer Investment Group, LLC

SAN FRANCISCO, CA · CIK 0001602189

Portfolio Value: $4.59B
Positions: 27
Period: 2025-12-31
Filed: 2026-02-17
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

$4.59B

Positions

27

New

5

Increased

4

Decreased

5

Sold Out

214

Dragoneer Investment Group, LLC Q4 2025 13F Filing Summary

Dragoneer Investment Group, LLC (SAN FRANCISCO, CA) reported a portfolio value of $4.59B across 27 positions in their Q4 2025 SEC 13F filing (period ending 2025-12-31). Top holdings include COUPANG INC ($508.99M), NVIDIA CORPORATION ($493.92M), GLOBAL E ONLINE LTD ($446.76M). The top 10 positions account for 76.3% of the portfolio. This quarter saw 5 new positions, 4 increases, 5 reductions, 214 complete exits. Notable new buys: EXPAND ENERGY CORPORATION ($145.63M), COMSTOCK RES INC ($99.63M), NAVAN INC ($35.79M). Notable exits: FLUENCE ENERGY INC, PATTERN GROUP INC, STUBHUB HLDGS INC.

All Holdings

#StockValue↓WeightChange
1
COUPANG INC
CL A
$508.99M
11.10%
+47.1%
2
NVIDIA CORPORATION
COM
$493.92M
10.77%
+27.4%
3
GLOBAL E ONLINE LTD
SHS
$446.76M
9.74%
-4.4%
4
CARVANA CO
CL A
$413.35M
9.01%
+44.3%
5
DAYFORCE INC
COM
$328.50M
7.16%
-
6
BLOCK INC
CL A
$324.03M
7.07%
-24.0%
7
MERCADOLIBRE INC
COM
$322.67M
7.04%
+55.0%
8
KLARNA GROUP PLC
SHS
$239.48M
5.22%
-
9
CHIME FINL INC
COM SHS CL A
$215.18M
4.69%
-
10
PDD HOLDINGS INC
SPONSORED ADS
$208.12M
4.54%
-
11
DUOLINGO INC
CL A COM
$203.56M
4.44%
-26.6%
12
SAILPOINT INC
COM
$161.84M
3.53%
-
13
EXPAND ENERGY CORPORATION
COM
$145.63M
3.18%
New
14
SERVICETITAN INC
SHS CL A
$106.59M
2.32%
-
15
COMSTOCK RES INC
COM
$99.63M
2.17%
New
16
NU HLDGS LTD
ORD SHS CL A
$82.93M
1.81%
-
17
CCC INTELLIGENT SOLUTIONS HL
COM
$73.11M
1.59%
-
18
JAMF HLDG CORP
COM
$56.31M
1.23%
-
19
DATADOG INC
CL A COM
$36.96M
0.81%
-
20
NAVAN INC
CL A
$35.79M
0.78%
New
21
MEDLINE INC
COM CL A
$22.05M
0.48%
New
22
FIGMA INC
CLASS A COM STK
$16.11M
0.35%
-
23
ROOT INC
CL A NEW
$11.15M
0.24%
-
24
OSCAR HEALTH INC
CL A
$9.45M
0.21%
-51.2%
25
WEALTHFRONT CORP
COM
$8.89M
0.19%
New
26
GEMINI SPACE STA INC
CL A COM
$8.04M
0.18%
-50.0%
27
ZOOMINFO TECHNOLOGIES INC
COMMON STOCK
$6.81M
0.15%
-

Position Changes

StockValueShares
EXPAND ENERGY CORPORATION
$145.63M1,319,618
COMSTOCK RES INC
$99.63M4,298,202
NAVAN INC
$35.79M2,095,507
MEDLINE INC
$22.05M525,000
WEALTHFRONT CORP
$8.89M654,338