Dragoneer Investment Group, LLC
Institutional investor · Portfolio as of Q1 2025
Top Holdings22 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
COUPANG INC | 25.8M | $565.4M | 11.9% | $18.92 | +18.15% | 7 qtrssince 2023-Q3 | Increased 76 |
PDD HOLDINGS INC | 4.6M | $540.2M | 11.4% | $109.19 | +10.32% | 8 qtrssince 2023-Q2 | Decreased 0 |
BLOCK INC | 9.2M | $501.7M | 10.6% | $61.77 | -10.43% | 9 qtrssince 2023-Q1 | Increased 94 |
INTUIT INC | 646,123 | $396.7M | 8.3% | $594.88 | -43.59% | 1 qtr | New 97 |
DUOLINGO INC | 1.3M | $390M | 8.2% | $246.21 | +27.94% | 4 qtrssince 2024-Q2 | Increased 72 |
FLUTTER ENTMT PLC | 1.7M | $373M | 7.8% | $197.49 | +15.86% | 5 qtrssince 2024-Q1 | Unchanged 0 |
GLOBAL E ONLINE LTD | 8.3M | $297.6M | 6.3% | $30.34 | +17.59% | 16 qtrssince 2021-Q2 | Decreased 0 |
DAYFORCE INC | 4.7M | $275.7M | 5.8% | $55.43 | +5.20% | 4 qtrssince 2024-Q2 | Increased 73 |
ATLASSIAN CORP-CL A | 1.1M | $235.9M | 5.0% | $172.61 | -8.27% | 4 qtrssince 2024-Q2 | Decreased 0 |
INSPIRE MED SYS INC | 1.3M | $206.7M | 4.3% | $175.64 | -10.48% | 2 qtrssince 2024-Q4 | Increased 78 |
SERVICETITAN INC | 2M | $194.9M | 4.1% | $103.92 | -8.20% | 2 qtrssince 2024-Q4 | Unchanged 0 |
SAILPOINT INC | 8M | $150M | 3.2% | $19.54 | 0.00% | 1 qtr | New 85 |
JAMF HLDG CORP | 8.8M | $107.1M | 2.3% | $36.16 | -65.65% | 19 qtrssince 2020-Q3 | Decreased 0 |
ROBLOX CORP -CLASS A | 1.8M | $102.3M | 2.2% | $34.04 | +11.43% | 17 qtrssince 2021-Q1 | Decreased 0 |
NU HOLDINGS LTD/CAYMAN ISL-A | 9.9M | $101.5M | 2.1% | $9.40 | +10.11% | 14 qtrssince 2021-Q4 | Unchanged 0 |
OSCAR HEALTH INC - CLASS A | 6.9M | $90.7M | 1.9% | $9.59 | +38.73% | 17 qtrssince 2021-Q1 | Decreased 0 |
CCC INTELLIGENT SOLUTIONS HO | 9.2M | $83M | 1.7% | $10.49 | -15.00% | 15 qtrssince 2021-Q3 | Unchanged 0 |
DYNATRACE INC | 1.2M | $56.5M | 1.2% | $54.10 | -12.00% | 2 qtrssince 2024-Q4 | Decreased 0 |
Karman Holdings Inc. | 900,000 | $30.1M | 0.6% | $35.08 | +76.11% | 1 qtr | New 57 |
DATADOG INC - CLASS A | 271,800 | $27M | 0.6% | $55.49 | +82.19% | 23 qtrssince 2019-Q3 | Unchanged 0 |
Dragoneer Investment Group, LLC manages $4.8B across 22 positions as of Q1 2025. Top holdings: CPNG (11.9%), PDD (11.4%), XYZ (10.6%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 1/5.0.
Added 3 new positions, exited 4, increased 5, trimmed 8. Top move: INTU (NEW, conviction 97). Portfolio: $4.8B across 22 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
No active accumulation streaks detected for this filer.
Streaks require 2+ consecutive quarters of increased positions in the most recent period.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer