Dragoneer Investment Group, LLC
Institutional investor · Portfolio as of Q4 2024
Top Holdings23 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
GLOBAL E ONLINE LTD | 12M | $654M | 11.4% | $30.34 | +79.67% | 15 qtrssince 2021-Q2 | Decreased 0 |
ROBLOX CORP -CLASS A | 10.1M | $584.4M | 10.2% | $34.04 | +71.80% | 16 qtrssince 2021-Q1 | Decreased 0 |
PDD HOLDINGS INC | 5.6M | $540.4M | 9.4% | $109.19 | -13.55% | 7 qtrssince 2023-Q2 | Increased 85 |
COUPANG INC | 20.5M | $451.5M | 7.9% | $18.05 | +23.12% | 6 qtrssince 2023-Q3 | Increased 67 |
ATLASSIAN CORP-CL A | 1.8M | $442M | 7.7% | $172.61 | +43.15% | 3 qtrssince 2024-Q2 | Decreased 0 |
BLOCK INC | 5.1M | $436.2M | 7.6% | $66.92 | +30.72% | 8 qtrssince 2023-Q1 | Increased 86 |
FLUTTER ENTMT PLC | 1.7M | $435.1M | 7.6% | $197.49 | +30.66% | 4 qtrssince 2024-Q1 | Unchanged 0 |
DUOLINGO INC | 1.1M | $345M | 6.0% | $233.80 | +39.09% | 3 qtrssince 2024-Q2 | Decreased 0 |
DAYFORCE INC | 3.9M | $280.4M | 4.9% | $54.78 | +32.33% | 3 qtrssince 2024-Q2 | Decreased 0 |
DYNATRACE INC | 4.5M | $242.4M | 4.2% | $54.10 | 0.00% | 1 qtr | New 86 |
SERVICETITAN INC | 2M | $210.8M | 3.7% | $103.92 | 0.00% | 1 qtr | New 86 |
JAMF HLDG CORP | 13.5M | $189M | 3.3% | $36.16 | -60.73% | 18 qtrssince 2020-Q3 | Decreased 0 |
DOORDASH INC - A | 1.1M | $179.3M | 3.1% | $109.06 | +98.98% | 17 qtrssince 2020-Q4 | Decreased 0 |
INSPIRE MED SYS INC | 871,110 | $161.5M | 2.8% | $184.65 | 0.00% | 1 qtr | New 80 |
OSCAR HEALTH INC - CLASS A | 9.5M | $127.5M | 2.2% | $9.59 | +41.65% | 16 qtrssince 2021-Q1 | Unchanged 0 |
CCC INTELLIGENT SOLUTIONS HO | 9.2M | $107.9M | 1.9% | $10.49 | +12.45% | 14 qtrssince 2021-Q3 | Unchanged 0 |
NU HOLDINGS LTD/CAYMAN ISL-A | 9.9M | $102.7M | 1.8% | $9.40 | +13.30% | 13 qtrssince 2021-Q4 | Unchanged 0 |
ZOOMINFO TECHNOLOGIES INC | 6.3M | $66.5M | 1.2% | $34.61 | -69.95% | 19 qtrssince 2020-Q2 | Decreased 0 |
KANZHUN LIMITED | 4M | $55.7M | 1.0% | $15.72 | -1.09% | 6 qtrssince 2023-Q3 | Decreased 0 |
PROCORE TECHNOLOGIES INC | 633,824 | $47.5M | 0.8% | $69.55 | -16.06% | 15 qtrssince 2021-Q2 | Unchanged 0 |
Dragoneer Investment Group, LLC manages $5.7B across 23 positions as of Q4 2024. Top holdings: GLBE (11.4%), RBLX (10.2%), PDD (9.4%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 1.5/5.0.
Added 3 new positions, exited 4, increased 3, trimmed 9. Top move: XYZ (INCREASED, conviction 86). Portfolio: $5.7B across 23 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