Dragoneer Investment
Latest statistics and disclosures from Dragoneer Investment Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DUOL, XYZ, CPNG, GLBE, NVDA, and represent 50.06% of Dragoneer Investment Group's stock portfolio.
- Added to shares of these 10 stocks: DUOL (+$389M), Klarna Group (+$304M), CVNA (+$256M), MELI (+$242M), FLNC (+$66M), GLBE (+$66M), Gemini Space Sta (+$39M), FIG (+$22M), Stubhub Hldgs (+$7.2M), Pattern Group (+$6.7M).
- Started 9 new stock positions in MELI, Stubhub Hldgs, Pattern Group, Gemini Space Sta, CVNA, FLNC, Accelerant Holdings Cl A, Klarna Group, FIG.
- Reduced shares in these 10 stocks: FLUT (-$481M), INSP (-$306M), DDOG (-$282M), PDD (-$225M), NVDA (-$207M), CPNG (-$201M), XYZ (-$194M), NU (-$79M), TTAN (-$21M), HNGE.
- Sold out of its positions in HNGE, INSP, FLUT.
- Dragoneer Investment Group was a net seller of stock by $-597M.
- Dragoneer Investment Group has $4.5B in assets under management (AUM), dropping by -7.55%.
- Central Index Key (CIK): 0001602189
Tip: Access up to 7 years of quarterly data
Positions held by Dragoneer Investment consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Dragoneer Investment Group
Dragoneer Investment Group holds 26 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Duolingo Cl A Com (DUOL) | 11.2 | $509M | +324% | 1.6M | 321.84 |
|
| Block Cl A (XYZ) | 10.5 | $473M | -29% | 6.5M | 72.27 |
|
| Coupang Cl A (CPNG) | 10.4 | $472M | -29% | 15M | 32.20 |
|
| Global E Online SHS (GLBE) | 9.4 | $425M | +18% | 12M | 35.76 |
|
| NVIDIA Corporation (NVDA) | 8.6 | $388M | -34% | 2.1M | 186.58 |
|
| Ceridian Hcm Hldg (DAY) | 7.2 | $327M | 4.7M | 68.89 |
|
|
| Klarna Group SHS | 6.7 | $304M | NEW | 8.3M | 36.65 |
|
| Carvana Cl A (CVNA) | 5.7 | $256M | NEW | 679k | 377.24 |
|
| Pdd Holdings Sponsored Ads (PDD) | 5.4 | $243M | -48% | 1.8M | 132.17 |
|
| MercadoLibre (MELI) | 5.3 | $242M | NEW | 103k | 2336.94 |
|
| Sailpoint (SAIL) | 3.9 | $177M | 8.0M | 22.08 |
|
|
| Chime Finl Com Shs Cl A (CHYM) | 3.8 | $172M | 8.5M | 20.17 |
|
|
| Servicetitan Shs Cl A (TTAN) | 2.2 | $101M | -17% | 1.0M | 100.83 |
|
| Ccc Intelligent Solutions Holdings (CCCS) | 1.8 | $84M | 9.2M | 9.11 |
|
|
| Nu Hldgs Ord Shs Cl A (NU) | 1.8 | $79M | -50% | 5.0M | 16.01 |
|
| Fluence Energy Com Cl A (FLNC) | 1.5 | $66M | NEW | 6.1M | 10.80 |
|
| Jamf Hldg Corp (JAMF) | 1.0 | $46M | 4.3M | 10.70 |
|
|
| Gemini Space Sta Cl A Com | 0.9 | $39M | NEW | 1.6M | 23.96 |
|
| Datadog Cl A Com (DDOG) | 0.9 | $39M | -87% | 272k | 142.40 |
|
| Oscar Health Cl A (OSCR) | 0.6 | $26M | 1.3M | 18.93 |
|
|
| Figma Class A Com Stk (FIG) | 0.5 | $22M | NEW | 431k | 51.87 |
|
| Root Cl A New (ROOT) | 0.3 | $14M | 154k | 89.51 |
|
|
| Zoominfo Technologies Common Stock (GTM) | 0.2 | $7.3M | 670k | 10.91 |
|
|
| Stubhub Hldgs Cl A | 0.2 | $7.2M | NEW | 426k | 16.84 |
|
| Pattern Group Com Ser A | 0.1 | $6.7M | NEW | 490k | 13.70 |
|
| Accelerant Holdings Cl A | 0.1 | $5.0M | NEW | 336k | 14.89 |
|
Past Filings by Dragoneer Investment Group
SEC 13F filings are viewable for Dragoneer Investment Group going back to 2014
- Dragoneer Investment Group 2025 Q3 filed Nov. 14, 2025
- Dragoneer Investment Group 2025 Q2 filed Aug. 14, 2025
- Dragoneer Investment Group 2025 Q1 filed May 15, 2025
- Dragoneer Investment Group 2024 Q4 filed Feb. 14, 2025
- Dragoneer Investment Group 2024 Q3 filed Nov. 14, 2024
- Dragoneer Investment Group 2024 Q2 filed Aug. 14, 2024
- Dragoneer Investment Group 2024 Q1 filed May 15, 2024
- Dragoneer Investment Group 2023 Q4 filed Feb. 14, 2024
- Dragoneer Investment Group 2023 Q3 filed Nov. 14, 2023
- Dragoneer Investment Group 2023 Q2 filed Aug. 14, 2023
- Dragoneer Investment Group 2023 Q1 filed May 15, 2023
- Dragoneer Investment Group 2022 Q4 filed Feb. 14, 2023
- Dragoneer Investment Group 2022 Q3 filed Nov. 14, 2022
- Dragoneer Investment Group 2022 Q2 filed Aug. 15, 2022
- Dragoneer Investment Group 2022 Q1 filed May 16, 2022
- Dragoneer Investment Group 2021 Q4 filed Feb. 15, 2022