Dragoneer Investment Group, LLC
Institutional investor · Portfolio as of Q2 2025
Top Holdings20 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
BLOCK INC | 9.2M | $627.2M | 12.8% | $61.77 | +7.87% | 10 qtrssince 2023-Q1 | Decreased 0 |
COUPANG INC | 20.9M | $626M | 12.8% | $18.92 | +62.81% | 8 qtrssince 2023-Q3 | Decreased 0 |
NVIDIA CORP | 3.2M | $503.5M | 10.3% | $157.73 | 0.00% | 1 qtr | New 100 |
FLUTTER ENTMT PLC | 1.7M | $481.1M | 9.8% | $197.49 | -51.19% | 6 qtrssince 2024-Q1 | Unchanged 0 |
PDD HOLDINGS INC | 3.5M | $370M | 7.6% | $109.19 | -3.71% | 9 qtrssince 2023-Q2 | Decreased 0 |
GLOBAL E ONLINE LTD | 10.1M | $337.3M | 6.9% | $30.76 | +6.68% | 17 qtrssince 2021-Q2 | Increased 75 |
INSPIRE MED SYS INC | 2.4M | $305.5M | 6.2% | $156.24 | -63.38% | 3 qtrssince 2024-Q4 | Increased 95 |
DATADOG INC - CLASS A | 2.3M | $302.9M | 6.2% | $122.85 | +7.52% | 24 qtrssince 2019-Q3 | Increased 100 |
Chime Financial, Inc. Class A | 8.5M | $295M | 6.0% | $33.06 | 0.00% | 1 qtr | New 98 |
DAYFORCE INC | 4.7M | $263.1M | 5.4% | $55.42 | -0.51% | 5 qtrssince 2024-Q2 | Increased 63 |
SAILPOINT INC | 8M | $182.9M | 3.7% | $19.54 | +16.53% | 2 qtrssince 2025-Q1 | Unchanged 0 |
DUOLINGO INC | 372,441 | $152.7M | 3.1% | $246.21 | +67.03% | 5 qtrssince 2024-Q2 | Decreased 0 |
NU HOLDINGS LTD/CAYMAN ISL-A | 9.9M | $135.9M | 2.8% | $9.40 | +40.96% | 15 qtrssince 2021-Q4 | Unchanged 0 |
SERVICETITAN INC | 1.2M | $129.3M | 2.6% | $103.92 | +3.86% | 3 qtrssince 2024-Q4 | Decreased 0 |
CCC INTELLIGENT SOLUTIONS HO | 9.2M | $86.5M | 1.8% | $10.49 | -10.33% | 16 qtrssince 2021-Q3 | Unchanged 0 |
JAMF HLDG CORP | 4.3M | $41.2M | 0.8% | $36.16 | -74.14% | 20 qtrssince 2020-Q3 | Decreased 0 |
OSCAR HEALTH INC - CLASS A | 1.3M | $28.9M | 0.6% | $9.59 | +112.90% | 18 qtrssince 2021-Q1 | Decreased 0 |
ROOT INC | 154,320 | $19.7M | 0.4% | $297.90 | -56.95% | 19 qtrssince 2020-Q4 | Unchanged 0 |
ZOOMINFO TECHNOLOGIES INC | 670,000 | $6.8M | 0.1% | $34.61 | -70.85% | 21 qtrssince 2020-Q2 | Unchanged 0 |
HINGE HEALTH INC | 69,283 | $3.6M | 0.1% | $46.51 | +88.93% | 1 qtr | New 40 |
Dragoneer Investment Group, LLC manages $4.9B across 20 positions as of Q2 2025. Top holdings: XYZ (12.8%), CPNG (12.8%), NVDA (10.3%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 1/5.0.
Added 3 new positions, exited 5, increased 4, trimmed 7. Top move: NVDA (NEW, conviction 100). Portfolio: $4.9B across 20 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