Dragoneer Investment Group as of Sept. 30, 2025
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 | 1.6M | 321.84 | |
| Block Cl A (XYZ) | 10.5 | $473M | 6.5M | 72.27 | |
| Coupang Cl A (CPNG) | 10.4 | $472M | 15M | 32.20 | |
| Global E Online SHS (GLBE) | 9.4 | $425M | 12M | 35.76 | |
| NVIDIA Corporation (NVDA) | 8.6 | $388M | 2.1M | 186.58 | |
| Ceridian Hcm Hldg (DAY) | 7.2 | $327M | 4.7M | 68.89 | |
| Klarna Group SHS | 6.7 | $304M | 8.3M | 36.65 | |
| Carvana Cl A (CVNA) | 5.7 | $256M | 679k | 377.24 | |
| Pdd Holdings Sponsored Ads (PDD) | 5.4 | $243M | 1.8M | 132.17 | |
| MercadoLibre (MELI) | 5.3 | $242M | 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 | 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 | 5.0M | 16.01 | |
| Fluence Energy Com Cl A (FLNC) | 1.5 | $66M | 6.1M | 10.80 | |
| Jamf Hldg Corp (JAMF) | 1.0 | $46M | 4.3M | 10.70 | |
| Gemini Space Sta Cl A Com | 0.9 | $39M | 1.6M | 23.96 | |
| Datadog Cl A Com (DDOG) | 0.9 | $39M | 272k | 142.40 | |
| Oscar Health Cl A (OSCR) | 0.6 | $26M | 1.3M | 18.93 | |
| Figma Class A Com Stk (FIG) | 0.5 | $22M | 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 | 426k | 16.84 | |
| Pattern Group Com Ser A | 0.1 | $6.7M | 490k | 13.70 | |
| Accelerant Holdings Cl A | 0.1 | $5.0M | 336k | 14.89 |
