Fund · 13F archive
Dragoneer Investment Group, LLC — 2025 Q3 holdings
Period end
Filed
Portfolio value
$4.53B
Positions
26
We track
5
| # | Company | Class | Value | Shares | % Port. | vs prior |
|---|---|---|---|---|---|---|
| 1 | Duolingo Inc | CL A COM | $508.8M | 1.6M | 11.2% | |
| 2 | XYZBlock, Inc.★ | CL A | $473.4M | 6.5M | 10.5% | |
| 3 | Coupang Inc | CL A | $472.2M | 14.7M | 10.4% | |
| 4 | Global E Online Ltd | SHS | $425.1M | 11.9M | 9.4% | |
| 5 | NVDANVIDIA Corporation★ | COM | $387.8M | 2.1M | 8.6% | |
| 6 | Dayforce Inc | COM | $327.2M | 4.7M | 7.2% | |
| 7 | KLARKlarna Group plc★ | SHS | $303.6M | 8.3M | 6.7% | |
| 8 | CVNACarvana Co.★ | CL A | $256.1M | 679K | 5.7% | |
| 9 | Pdd Holdings Inc | SPONSORED ADS | $242.6M | 1.8M | 5.4% | |
| 10 | Mercadolibre Inc | COM | $241.6M | 103K | 5.3% | |
| 11 | Sailpoint Inc | COM | $176.6M | 8.0M | 3.9% | |
| 12 | Chime Finl Inc | COM SHS CL A | $172.4M | 8.5M | 3.8% | |
| 13 | Servicetitan Inc | SHS CL A | $100.9M | 1.0M | 2.2% | |
| 14 | Ccc Intelligent Solutions Hl | COM | $83.8M | 9.2M | 1.8% | |
| 15 | Nu Hldgs Ltd | ORD SHS CL A | $79.3M | 5.0M | 1.8% | |
| 16 | Fluence Energy Inc | COM CL A | $65.9M | 6.1M | 1.5% | |
| 17 | Jamf Hldg Corp | COM | $46.3M | 4.3M | 1.0% | |
| 18 | Gemini Space Sta Inc | CL A COM | $38.8M | 1.6M | 0.9% | |
| 19 | DDOGDatadog, Inc.★ | CL A COM | $38.7M | 272K | 0.9% | |
| 20 | Oscar Health Inc | CL A | $25.5M | 1.3M | 0.6% | |
| 21 | Figma Inc | CLASS A COM STK | $22.4M | 431K | 0.5% | |
| 22 | Root Inc | CL A NEW | $13.8M | 154K | 0.3% | |
| 23 | Zoominfo Technologies Inc | COMMON STOCK | $7.3M | 670K | 0.2% | |
| 24 | Stubhub Hldgs Inc | CL A | $7.2M | 426K | 0.2% | |
| 25 | Pattern Group Inc | COM SER A | $6.7M | 490K | 0.1% | |
| 26 | Accelerant Holdings | CL A | $5.0M | 336K | 0.1% |