Dragoneer Investment Group, LLC

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 22Value: $4.8BLatest: 2025Q1

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.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "INSP",
  "CCCS",
  "GLBE",
  "TEAM",
  "DT",
  "TTAN",
  "INTU",
  "OSCR",
  null,
  "ROOT",
  "DUOL",
  "NU",
  null,
  null,
  "JAMF",
  "PDD",
  "GTM",
  "RBLX",
  null,
  "CPNG",
  "DDOG",
  "DAY"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

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: dragoneer-investment-group
Manager Name: Dragoneer-Investment-Group

Data Enrichment

82% identified

18 identified4 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

22 positions • $4.8B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Coupang, Inc.

CPNG|22266T109

Shares:25.8M

Value:$565.4M

% of Portfolio:11.9% ($565.4M/$4.8B)

PDD Holdings Inc.

PDD|722304102

Shares:4.6M

Value:$540.2M

% of Portfolio:11.4% ($540.2M/$4.8B)

852234103

Shares:9.2M

Value:$501.7M

% of Portfolio:10.6% ($501.7M/$4.8B)

INTUIT INC.

INTU|461202103

Shares:646.1K

Value:$396.7M

% of Portfolio:8.3% ($396.7M/$4.8B)

Duolingo, Inc.

DUOL|26603R106

Shares:1.3M

Value:$390.0M

% of Portfolio:8.2% ($390.0M/$4.8B)

G3643J108

Shares:1.7M

Value:$373.0M

% of Portfolio:7.8% ($373.0M/$4.8B)

Global-E Online Ltd.

GLBE|M5216V106

Shares:8.3M

Value:$297.6M

% of Portfolio:6.3% ($297.6M/$4.8B)

Dayforce, Inc.

DAY|15677J108

Shares:4.7M

Value:$275.7M

% of Portfolio:5.8% ($275.7M/$4.8B)

Atlassian Corp

TEAM|049468101

Shares:1.1M

Value:$235.9M

% of Portfolio:5.0% ($235.9M/$4.8B)

Inspire Medical Systems, Inc.

INSP|457730109

Shares:1.3M

Value:$206.7M

% of Portfolio:4.3% ($206.7M/$4.8B)

ServiceTitan, Inc.

TTAN|81764X103

Shares:2.0M

Value:$194.9M

% of Portfolio:4.1% ($194.9M/$4.8B)

78781J109

Shares:8.0M

Value:$150.0M

% of Portfolio:3.2% ($150.0M/$4.8B)

Jamf Holding Corp.

JAMF|47074L105

Shares:8.8M

Value:$107.1M

% of Portfolio:2.3% ($107.1M/$4.8B)

Roblox Corp

RBLX|771049103

Shares:1.8M

Value:$102.3M

% of Portfolio:2.2% ($102.3M/$4.8B)

Nu Holdings Ltd.

NU|G6683N103

Shares:9.9M

Value:$101.5M

% of Portfolio:2.1% ($101.5M/$4.8B)

Oscar Health, Inc.

OSCR|687793109

Shares:6.9M

Value:$90.7M

% of Portfolio:1.9% ($90.7M/$4.8B)

CCC Intelligent Solutions Holdings Inc.

CCCS|12510Q100

Shares:9.2M

Value:$83.0M

% of Portfolio:1.7% ($83.0M/$4.8B)

Dynatrace, Inc.

DT|268150109

Shares:1.2M

Value:$56.5M

% of Portfolio:1.2% ($56.5M/$4.8B)

485924104

Shares:900.0K

Value:$30.1M

% of Portfolio:0.6% ($30.1M/$4.8B)

Datadog, Inc.

DDOG|23804L103

Shares:271.8K

Value:$27.0M

% of Portfolio:0.6% ($27.0M/$4.8B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Coupang, Inc.(CPNGcusip22266T109)	25.8M	QoQ +25.51% (+5.2M) YoY +34.10% (+6.6M)	All Managers (Combined)	$565.4M	11.9% ($565.4M/$4.8B)	QoQ +25.22% (+$113.9M) YoY +65.31% (+$223.4M)
PDD Holdings Inc.(PDDcusip722304102)	4.6M	QoQ -18.09% (-1.0M) YoY +322.40% (+3.5M)	All Managers (Combined)	$540.2M	11.4% ($540.2M/$4.8B)	QoQ -0.05% (-$279.5K) YoY +330.03% (+$414.6M)
(cusip852234103)✕	9.2M	QoQ +79.92% (+4.1M) YoY +172.49% (+5.8M)	All Managers (Combined)	$501.7M	10.6% ($501.7M/$4.8B)	QoQ +15.01% (+$65.5M) YoY +75.03% (+$215.1M)
INTUIT INC.(INTUcusip461202103)	646.1K	QoQ NEW(+646.1K) YoY NEW(+646.1K)	All Managers (Combined)	$396.7M	8.3% ($396.7M/$4.8B)	QoQ NEW(+$396.7M) YoY NEW(+$396.7M)
Duolingo, Inc.(DUOLcusip26603R106)	1.3M	QoQ +18.04% (+191.9K) YoY NEW(+1.3M)	All Managers (Combined)	$390.0M	8.2% ($390.0M/$4.8B)	QoQ +13.05% (+$45.0M) YoY NEW(+$390.0M)
(cusipG3643J108)✕	1.7M	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$373.0M	7.8% ($373.0M/$4.8B)	QoQ -14.27% (-$62.1M) YoY +11.13% (+$37.4M)
Global-E Online Ltd.(GLBEcusipM5216V106)	8.3M	QoQ -30.40% (-3.6M) YoY -37.91% (-5.1M)	All Managers (Combined)	$297.6M	6.3% ($297.6M/$4.8B)	QoQ -54.49% (-$356.4M) YoY -39.11% (-$191.1M)
Dayforce, Inc.(DAYcusip15677J108)	4.7M	QoQ +22.42% (-865.7K) YoY NEW(+4.7M)	All Managers (Combined)	$275.7M	5.8% ($275.7M/$4.8B)	QoQ -1.69% (-$4.7M) YoY NEW(+$275.7M)
Atlassian Corp(TEAMcusip049468101)	1.1M	QoQ -38.78% (-704.3K) YoY NEW(+1.1M)	All Managers (Combined)	$235.9M	5.0% ($235.9M/$4.8B)	QoQ -46.62% (-$206.1M) YoY NEW(+$235.9M)
Inspire Medical Systems, Inc.(INSPcusip457730109)	1.3M	QoQ +48.95% (+426.5K) YoY NEW(+1.3M)	All Managers (Combined)	$206.7M	4.3% ($206.7M/$4.8B)	QoQ +27.98% (+$45.2M) YoY NEW(+$206.7M)
ServiceTitan, Inc.(TTANcusip81764X103)	2.0M	QoQ 0.00% (-0) YoY NEW(+2.0M)	All Managers (Combined)	$194.9M	4.1% ($194.9M/$4.8B)	QoQ -7.54% (-$15.9M) YoY NEW(+$194.9M)
(cusip78781J109)✕	8.0M	QoQ NEW(+8.0M) YoY NEW(+8.0M)	All Managers (Combined)	$150.0M	3.2% ($150.0M/$4.8B)	QoQ NEW(+$150.0M) YoY NEW(+$150.0M)
Jamf Holding Corp.(JAMFcusip47074L105)	8.8M	QoQ -34.43% (-4.6M) YoY -46.61% (-7.7M)	All Managers (Combined)	$107.1M	2.3% ($107.1M/$4.8B)	QoQ -43.30% (-$81.8M) YoY -64.65% (-$196.0M)
Roblox Corp(RBLXcusip771049103)	1.8M	QoQ -82.62% (-8.3M) YoY -81.04% (-7.5M)	All Managers (Combined)	$102.3M	2.2% ($102.3M/$4.8B)	QoQ -82.49% (-$482.2M) YoY -71.06% (-$251.2M)
Nu Holdings Ltd.(NUcusipG6683N103)	9.9M	QoQ 0.00% (-0) YoY -25.00% (-3.3M)	All Managers (Combined)	$101.5M	2.1% ($101.5M/$4.8B)	QoQ -1.15% (-$1.2M) YoY -35.62% (-$56.1M)
Oscar Health, Inc.(OSCRcusip687793109)	6.9M	QoQ -27.09% (-2.6M) YoY -45.64% (-5.8M)	All Managers (Combined)	$90.7M	1.9% ($90.7M/$4.8B)	QoQ -28.88% (-$36.8M) YoY -52.07% (-$98.5M)
CCC Intelligent Solutions Holdings Inc.(CCCScusip12510Q100)	9.2M	QoQ 0.00% (-0) YoY -23.97% (-2.9M)	All Managers (Combined)	$83.0M	1.7% ($83.0M/$4.8B)	QoQ -23.01% (-$24.8M) YoY -42.59% (-$61.6M)
Dynatrace, Inc.(DTcusip268150109)	1.2M	QoQ -73.11% (-3.3M) YoY -73.81% (-3.4M)	All Managers (Combined)	$56.5M	1.2% ($56.5M/$4.8B)	QoQ -76.68% (-$185.9M) YoY -73.41% (-$156.1M)
(cusip485924104)✕	900.0K	QoQ NEW(+900.0K) YoY NEW(+900.0K)	All Managers (Combined)	$30.1M	0.6% ($30.1M/$4.8B)	QoQ NEW(+$30.1M) YoY NEW(+$30.1M)
Datadog, Inc.(DDOGcusip23804L103)	271.8K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$27.0M	0.6% ($27.0M/$4.8B)	QoQ -30.56% (-$11.9M) YoY -19.73% (-$6.6M)