Fund · 13F archive
Dragoneer Investment Group, LLC — 2025 Q4 holdings
Period end
Filed
Portfolio value
$4.59B
Positions
27
We track
5
| # | Company | Class | Value | Shares | % Port. | vs prior |
|---|---|---|---|---|---|---|
| 1 | Coupang Inc | CL A | $509.0M | 21.6M | 11.1% | ADD |
| 2 | NVDANVIDIA Corporation★ | COM | $493.9M | 2.6M | 10.8% | ADD |
| 3 | Global E Online Ltd | SHS | $446.8M | 11.4M | 9.7% | TRIM |
| 4 | CVNACarvana Co.★ | CL A | $413.4M | 979K | 9.0% | ADD |
| 5 | Dayforce Inc | COM | $328.5M | 4.7M | 7.2% | HOLD |
| 6 | XYZBlock, Inc.★ | CL A | $324.0M | 5.0M | 7.1% | TRIM |
| 7 | Mercadolibre Inc | COM | $322.7M | 160K | 7.0% | ADD |
| 8 | KLARKlarna Group plc★ | SHS | $239.5M | 8.3M | 5.2% | HOLD |
| 9 | Chime Finl Inc | COM SHS CL A | $215.2M | 8.5M | 4.7% | HOLD |
| 10 | Pdd Holdings Inc | SPONSORED ADS | $208.1M | 1.8M | 4.5% | HOLD |
| 11 | Duolingo Inc | CL A COM | $203.6M | 1.2M | 4.4% | TRIM |
| 12 | Sailpoint Inc | COM | $161.8M | 8.0M | 3.5% | HOLD |
| 13 | Expand Energy Corporation | COM | $145.6M | 1.3M | 3.2% | NEW |
| 14 | Servicetitan Inc | SHS CL A | $106.6M | 1.0M | 2.3% | HOLD |
| 15 | Comstock Res Inc | COM | $99.6M | 4.3M | 2.2% | NEW |
| 16 | Nu Hldgs Ltd | ORD SHS CL A | $82.9M | 5.0M | 1.8% | HOLD |
| 17 | Ccc Intelligent Solutions Hl | COM | $73.1M | 9.2M | 1.6% | HOLD |
| 18 | Jamf Hldg Corp | COM | $56.3M | 4.3M | 1.2% | HOLD |
| 19 | DDOGDatadog, Inc.★ | CL A COM | $37.0M | 272K | 0.8% | HOLD |
| 20 | Navan Inc | CL A | $35.8M | 2.1M | 0.8% | NEW |
| 21 | Medline Inc | COM CL A | $22.1M | 525K | 0.5% | NEW |
| 22 | Figma Inc | CLASS A COM STK | $16.1M | 431K | 0.4% | HOLD |
| 23 | Root Inc | CL A NEW | $11.1M | 154K | 0.2% | HOLD |
| 24 | Oscar Health Inc | CL A | $9.4M | 657K | 0.2% | TRIM |
| 25 | Wealthfront Corp | COM | $8.9M | 654K | 0.2% | NEW |
| 26 | Gemini Space Sta Inc | CL A COM | $8.0M | 810K | 0.2% | TRIM |
| 27 | Zoominfo Technologies Inc | COMMON STOCK | $6.8M | 670K | 0.1% | HOLD |