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

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: 0001602189
Manager Name: Dragoneer Investment Group, LLC

Data Enrichment

82% identified

18 identified4 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

22 positions • $4,753,209.472K total value

22 positions

Manager:

SEC FilingSEC DataHachi Filing

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Coupang, Inc.

CPNG|22266T109

25782481(+25.5%)

Value:

$565.4B(+25.2%)

PDD Holdings Inc.

PDD|722304102

4564072(-18.1%)

Value:

$540.2B(-0.1%)

852234103

9235205(+79.9%)

Value:

$501.7B(+15.0%)

INTUIT INC.

INTU|461202103

646123

Value:

$396.7B

Duolingo, Inc.

DUOL|26603R106

1255861(+18.0%)

Value:

$390.0B(+13.1%)

G3643J108

1683408(+0.0%)

Value:

$373.0B(-14.3%)

Global-E Online Ltd.

GLBE|M5216V106

8347360(-30.4%)

Value:

$297.6B(-54.5%)

Dayforce, Inc.

DAY|15677J108

4726250(+22.4%)

Value:

$275.7B(-1.7%)

Atlassian Corp

TEAM|049468101

1111717(-38.8%)

Value:

$235.9B(-46.6%)

Inspire Medical Systems, Inc.

INSP|457730109

1297603(+49.0%)

Value:

$206.7B(+28.0%)

ServiceTitan, Inc.

TTAN|81764X103

2048965(+0.0%)

Value:

$194.9B(-7.5%)

78781J109

8000000

Value:

$150.0B

Jamf Holding Corp.

JAMF|47074L105

8818589(-34.4%)

Value:

$107.1B(-43.3%)

Roblox Corp

RBLX|771049103

1754755(-82.6%)

Value:

$102.3B(-82.5%)

Nu Holdings Ltd.

NU|G6683N103

9908598(+0.0%)

Value:

$101.5B(-1.1%)

Oscar Health, Inc.

OSCR|687793109

6917448(-27.1%)

Value:

$90.7B(-28.9%)

CCC Intelligent Solutions Holdings Inc.

CCCS|12510Q100

9196301(+0.0%)

Value:

$83.0B(-23.0%)

Dynatrace, Inc.

DT|268150109

1198790(-73.1%)

Value:

$56.5B(-76.7%)

485924104

900000

Value:

$30.1B

Datadog, Inc.

DDOG|23804L103

271800(+0.0%)

Value:

$27.0B(-30.6%)

Instrument	Shares		Other Manager	Value
Coupang, Inc.(CPNGcusip22266T109)	25.8M	QoQ +25.51% (+5.2M) YoY +34.10% (+6.6M)	All Managers (Combined)	$565.4M	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	QoQ -30.56% (-$11.9M) YoY -19.73% (-$6.6M)