Dragoneer Investment Group, LLC
Investment Portfolio & 13F Holdings Analysis
About
Dragoneer Investment Group, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 22 holdings worth $4.8 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-15
- Total Holdings
- 22
- Total Value
- 4753209472
- Accession Number
- 0000950123-25-005403
- Form Type
- 13F-HR
- CIK
- 0001602189
- Manager Name
- Dragoneer Investment Group, LLC
Data Enrichment
82% identified18 identified4 unidentified
Holdings
22 positions
Manager:
Search and click to pin securities to the top
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852234103
Shares:
9235205(+79.9%)
Value:
$501.7B(+15.0%)
G3643J108
Shares:
1683408(+0.0%)
Value:
$373.0B(-14.3%)
78781J109
Shares:
8000000
Value:
$150.0B
485924104
Shares:
900000
Value:
$30.1B
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
Coupang, Inc.(CPNGcusip22266T109) | 25.8M | All Managers (Combined) | $565.4M | ||
4.6M | All Managers (Combined) | $540.2M | |||
(cusip852234103)✕ | 9.2M | All Managers (Combined) | $501.7M | ||
Intuit Inc.(INTUcusip461202103) | 646.1K | QoQ NEW(+646.1K) YoY NEW(+646.1K) | All Managers (Combined) | $396.7M | QoQ NEW(+$396.7M) YoY NEW(+$396.7M) |
Duolingo, Inc.(DUOLcusip26603R106) | 1.3M | YoY NEW(+1.3M) | All Managers (Combined) | $390.0M | YoY NEW(+$390.0M) |
(cusipG3643J108)✕ | 1.7M | All Managers (Combined) | $373.0M | ||
8.3M | All Managers (Combined) | $297.6M | |||
Dayforce, Inc.(DAYcusip15677J108) | 4.7M | YoY NEW(+4.7M) | All Managers (Combined) | $275.7M | YoY NEW(+$275.7M) |
Atlassian Corp(TEAMcusip049468101) | 1.1M | YoY NEW(+1.1M) | All Managers (Combined) | $235.9M | YoY NEW(+$235.9M) |
1.3M | YoY NEW(+1.3M) | All Managers (Combined) | $206.7M | YoY NEW(+$206.7M) | |
2.0M | QoQ 0.00% (-0)YoY NEW(+2.0M) | All Managers (Combined) | $194.9M | YoY NEW(+$194.9M) | |
(cusip78781J109)✕ | 8.0M | QoQ NEW(+8.0M) YoY NEW(+8.0M) | All Managers (Combined) | $150.0M | QoQ NEW(+$150.0M) YoY NEW(+$150.0M) |
8.8M | All Managers (Combined) | $107.1M | |||
Roblox Corp(RBLXcusip771049103) | 1.8M | All Managers (Combined) | $102.3M | ||
Nu Holdings Ltd.(NUcusipG6683N103) | 9.9M | QoQ 0.00% (-0) | All Managers (Combined) | $101.5M | |
6.9M | All Managers (Combined) | $90.7M | |||
9.2M | QoQ 0.00% (-0) | All Managers (Combined) | $83.0M | ||
Dynatrace, Inc.(DTcusip268150109) | 1.2M | All Managers (Combined) | $56.5M | ||
(cusip485924104)✕ | 900.0K | QoQ NEW(+900.0K) YoY NEW(+900.0K) | All Managers (Combined) | $30.1M | QoQ NEW(+$30.1M) YoY NEW(+$30.1M) |
Datadog, Inc.(DDOGcusip23804L103) | 271.8K | All Managers (Combined) | $27.0M |