Dragoneer Investment Group 13F, Q4 2024
Marc Stad · quarter ending 31 December 2024 · filed 14 February 2025 · SEC CIK 1602189
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q4 2024
Weights are against the whole filed book. Changes are in shares held, against the Q3 2024 filing.
| Company | Ticker | Value | % of book | vs Q3 2024 |
|---|---|---|---|---|
| GLOBAL E ONLINE LTD | $654.01M | 11.4% | -22% shares | |
| ROBLOX CORP | RBLX | $584.45M | 10.2% | -14% shares |
| PDD HOLDINGS INC | PDD | $540.44M | 9.4% | +49% shares |
| COUPANG INC | CPNG | $451.50M | 7.9% | +9% shares |
| ATLASSIAN CORPORATION | TEAM | $441.98M | 7.7% | -50% shares |
| BLOCK INC | XYZ | $436.23M | 7.6% | +52% shares |
| FLUTTER ENTMT PLC | $435.08M | 7.6% | unchanged | |
| DUOLINGO INC | DUOL | $344.95M | 6.0% | -31% shares |
| DAYFORCE INC | DAY | $280.43M | 4.9% | -49% shares |
| DYNATRACE INC | DT | $242.38M | 4.2% | new |
| SERVICETITAN INC | TTAN | $210.78M | 3.7% | new |
| JAMF HLDG CORP | JAMF | $188.98M | 3.3% | -18% shares |
| DOORDASH INC | DASH | $179.33M | 3.1% | -48% shares |
| INSPIRE MED SYS INC | INSP | $161.49M | 2.8% | new |
| OSCAR HEALTH INC | OSCR | $127.52M | 2.2% | unchanged |
| CCC INTELLIGENT SOLUTIONS HL | CCC | $107.87M | 1.9% | unchanged |
| NU HLDGS LTD | $102.65M | 1.8% | unchanged | |
| ZOOMINFO TECHNOLOGIES INC | GTM | $66.46M | 1.2% | -71% shares |
| KANZHUN LIMITED | BZ | $55.73M | 1.0% | -63% shares |
| PROCORE TECHNOLOGIES INC | PCOR | $47.49M | 0.8% | unchanged |
| DATADOG INC | DDOG | $38.84M | 0.7% | unchanged |
| IBOTTA INC | IBTA | $16.27M | 0.3% | unchanged |
| ROOT INC | ROOT | $11.20M | 0.2% | unchanged |
What changed since Q3 2024
Against the Q3 2024 filing, Dragoneer Investment Group opened 3 new positions, added to 3, trimmed 9, left 8 unchanged and exited 4. Every position is compared, matched on its CUSIP; a change of 2% or less in shares counts as unchanged.
Other quarters
Source: SEC Form 13F-HR, accession 0000950123-25-002260, filed by Dragoneer Investment Group, LLC. Values are as filed and cover US-listed positions only; a 13F does not show short positions or holdings outside the US. A 13F may be filed up to 45 days after the quarter ends, so the fund may have traded since. Educational information, not financial advice.