Dragoneer Investment Group, LLC
Institutional investor · Portfolio as of Q1 2025
Top Holdings22 positions
COUPANG INC | 25.8M | $565.4M | 11.9% | $18.80 | +16.64% | 7 qtrssince 2023-Q3 | Increased 76 |
PDD HOLDINGS INC | 4.6M | $540.2M | 11.4% | $109.96 | +7.63% | 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 | 646,123 | $396.7M | 8.3% | $594.88 | -45.34%as of Oct 16 | 1 qtr | New 97 |
DUOLINGO INC | 1.3M | $390M | 8.2% | $246.21 | +27.94% | 4 qtrssince 2024-Q2 | Increased 72 |
Flutter Entertainment Plc | 1.7M | $373M | 7.8% | $197.49 | +12.18% | 5 qtrssince 2024-Q1 | Unchanged 0 |
GLOBAL E ONLINE LTD | 8.3M | $297.6M | 6.3% | $29.58 | +20.52% | 16 qtrssince 2021-Q2 | Decreased 0 |
DAYFORCE INC | 4.7M | $275.7M | 5.8% | — | — | 4 qtrssince 2024-Q2 | Increased 73 |
ATLASSIAN CORPORATION | 1.1M | $235.9M | 5.0% | $172.61 | +20.40%as of Oct 16 | 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% | — | — | 19 qtrssince 2020-Q3 | Decreased 0 |
ROBLOX CORP | 1.8M | $102.3M | 2.2% | $34.04 | +45.57%as of Oct 16 | 17 qtrssince 2021-Q1 | Decreased 0 |
NU HLDGS LTD | 9.9M | $101.5M | 2.1% | $9.40 | +10.11% | 14 qtrssince 2021-Q4 | Unchanged 0 |
OSCAR HEALTH INC | 6.9M | $90.7M | 1.9% | $9.59 | +38.73% | 17 qtrssince 2021-Q1 | Decreased 0 |
CCC INTELLIGENT SOLUTIONS HL | 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 | +12.96%as of Oct 16 | 2 qtrssince 2024-Q4 | Decreased 0 |
KARMAN HLDGS INC | 900,000 | $30.1M | 0.6% | $35.08 | -1.14%as of Oct 16 | 1 qtr | New 57 |
DATADOG INC | 271,800 | $27M | 0.6% | $57.35 | +72.99% | 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: Balanced Allocator. HoldingsIntel Score: 1.5/5.0.
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
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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
Verify source filings on SEC EDGAR