Dragoneer Investment Group, LLC
Institutional investor · Portfolio as of Q3 2025
Top Holdings26 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
DUOLINGO INC | 1.6M | $508.8M | 11.2% | $309.33 | +6.29% | 6 qtrssince 2024-Q2 | Increased 99 |
BLOCK INC | 6.5M | $473.4M | 10.5% | $61.77 | +22.05% | 11 qtrssince 2023-Q1 | Decreased 0 |
COUPANG INC | 14.7M | $472.2M | 10.4% | $18.80 | +71.27% | 9 qtrssince 2023-Q3 | Decreased 0 |
GLOBAL E ONLINE LTD | 11.9M | $425.1M | 9.4% | $31.78 | +17.53% | 18 qtrssince 2021-Q2 | Increased 72 |
NVIDIA CORP | 2.1M | $387.8M | 8.6% | $157.73 | +15.29% | 2 qtrssince 2025-Q2 | Decreased 0 |
DAYFORCE INC | 4.7M | $327.2M | 7.2% | $55.42 | +24.19% | 6 qtrssince 2024-Q2 | Unchanged 0 |
KLARNA GROUP PLC | 8.3M | $303.6M | 6.7% | $38.44 | 0.00% | 1 qtr | New 96 |
CARVANA CO | 678,921 | $256.1M | 5.7% | $75.45 | 0.00% | 1 qtr | New 96 |
PDD HOLDINGS INC | 1.8M | $242.6M | 5.4% | $109.19 | +19.68% | 10 qtrssince 2023-Q2 | Decreased 0 |
MERCADOLIBRE INC | 103,379 | $241.6M | 5.3% | $2,501.31 | 0.00% | 1 qtr | New 96 |
SAILPOINT INC | 8M | $176.6M | 3.9% | $19.54 | +14.18% | 3 qtrssince 2025-Q1 | Unchanged 0 |
Chime Financial, Inc. Class A | 8.5M | $172.4M | 3.8% | $33.06 | -37.08% | 2 qtrssince 2025-Q2 | Unchanged 0 |
SERVICETITAN INC | 1M | $100.9M | 2.2% | $103.92 | -0.89% | 4 qtrssince 2024-Q4 | Decreased 0 |
CCC INTELLIGENT SOLUTIONS HO | 9.2M | $83.8M | 1.8% | $10.49 | -11.37% | 17 qtrssince 2021-Q3 | Unchanged 0 |
NU HOLDINGS LTD/CAYMAN ISL-A | 5M | $79.3M | 1.8% | $9.40 | +69.68% | 16 qtrssince 2021-Q4 | Decreased 0 |
FLUENCE ENERGY INC | 6.1M | $65.9M | 1.5% | $11.40 | +10.79% | 1 qtr | New 69 |
JAMF HLDG CORP | 4.3M | $46.3M | 1.0% | $36.16 | -70.00% | 21 qtrssince 2020-Q3 | Unchanged 0 |
GEMINI SPACE STA INC | 1.6M | $38.8M | 0.9% | $24.73 | 0.00% | 1 qtr | New 58 |
DATADOG INC - CLASS A | 271,800 | $38.7M | 0.9% | $125.05 | +13.87% | 25 qtrssince 2019-Q3 | Decreased 0 |
OSCAR HEALTH INC - CLASS A | 1.3M | $25.5M | 0.6% | $9.59 | +99.55% | 19 qtrssince 2021-Q1 | Unchanged 0 |
Dragoneer Investment Group, LLC manages $4.5B across 26 positions as of Q3 2025. Top holdings: DUOL (11.2%), XYZ (10.5%), CPNG (10.4%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 1/5.0.
Active quarter - 9 new positions, 3 exits, 2 increased. Top move: DUOL (INCREASED, conviction 99). Portfolio: $4.5B across 26 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