Dragoneer Investment Group 13F, Q1 2025
Marc Stad · quarter ending 31 March 2025 · filed 15 May 2025 · SEC CIK 1602189
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q1 2025
Weights are against the whole filed book. Changes are in shares held, against the Q4 2024 filing.
| Company | Ticker | Value | % of book | vs Q4 2024 |
|---|---|---|---|---|
| COUPANG INC | CPNG | $565.41M | 11.9% | +26% shares |
| PDD HOLDINGS INC | PDD | $540.16M | 11.4% | -18% shares |
| BLOCK INC | XYZ | $501.75M | 10.6% | +80% shares |
| INTUIT | INTU | $396.71M | 8.3% | new |
| DUOLINGO INC | DUOL | $390.00M | 8.2% | +18% shares |
| FLUTTER ENTMT PLC | $372.96M | 7.8% | unchanged | |
| GLOBAL E ONLINE LTD | $297.58M | 6.3% | -30% shares | |
| DAYFORCE INC | DAY | $275.68M | 5.8% | +22% shares |
| ATLASSIAN CORPORATION | TEAM | $235.92M | 5.0% | -39% shares |
| INSPIRE MED SYS INC | INSP | $206.68M | 4.3% | +49% shares |
| SERVICETITAN INC | TTAN | $194.88M | 4.1% | unchanged |
| SAILPOINT INC | SAIL | $150.00M | 3.2% | new |
| JAMF HLDG CORP | JAMF | $107.15M | 2.3% | -34% shares |
| ROBLOX CORP | RBLX | $102.28M | 2.1% | -83% shares |
| NU HLDGS LTD | $101.46M | 2.1% | unchanged | |
| OSCAR HEALTH INC | OSCR | $90.69M | 1.9% | -27% shares |
| CCC INTELLIGENT SOLUTIONS HL | CCC | $83.04M | 1.8% | unchanged |
| DYNATRACE INC | DT | $56.52M | 1.2% | -73% shares |
| KARMAN HLDGS INC | KRMN | $30.08M | 0.6% | new |
| DATADOG INC | DDOG | $26.97M | 0.6% | unchanged |
| ROOT INC | ROOT | $20.59M | 0.4% | unchanged |
| ZOOMINFO TECHNOLOGIES INC | GTM | $6.70M | 0.1% | -89% shares |
What changed since Q4 2024
Against the Q4 2024 filing, Dragoneer Investment Group opened 3 new positions, added to 5, trimmed 8, left 6 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 0000950123-25-005403, 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.