Dragoneer Investment Group 13F, Q2 2025
Marc Stad · quarter ending 30 June 2025 · filed 14 August 2025 · SEC CIK 1602189
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q2 2025
Weights are against the whole filed book. Changes are in shares held, against the Q1 2025 filing.
| Company | Ticker | Value | % of book | vs Q1 2025 |
|---|---|---|---|---|
| BLOCK INC | XYZ | $627.23M | 12.8% | unchanged |
| COUPANG INC | CPNG | $625.97M | 12.8% | -19% shares |
| NVIDIA CORPORATION | NVDA | $503.51M | 10.3% | new |
| FLUTTER ENTMT PLC | $481.05M | 9.8% | unchanged | |
| PDD HOLDINGS INC | PDD | $370.04M | 7.5% | -23% shares |
| GLOBAL E ONLINE LTD | $337.28M | 6.9% | +21% shares | |
| INSPIRE MED SYS INC | INSP | $305.53M | 6.2% | +81% shares |
| DATADOG INC | DDOG | $302.86M | 6.2% | +730% shares |
| CHIME FINL INC | CHYM | $295.02M | 6.0% | new |
| DAYFORCE INC | DAY | $263.09M | 5.4% | unchanged |
| SAILPOINT INC | SAIL | $182.88M | 3.7% | unchanged |
| DUOLINGO INC | DUOL | $152.71M | 3.1% | -70% shares |
| NU HLDGS LTD | $135.95M | 2.8% | unchanged | |
| SERVICETITAN INC | TTAN | $129.28M | 2.6% | -41% shares |
| CCC INTELLIGENT SOLUTIONS HL | CCC | $86.54M | 1.8% | unchanged |
| JAMF HLDG CORP | JAMF | $41.16M | 0.8% | -51% shares |
| OSCAR HEALTH INC | OSCR | $28.86M | 0.6% | -81% shares |
| ROOT INC | ROOT | $19.75M | 0.4% | unchanged |
| ZOOMINFO TECHNOLOGIES INC | GTM | $6.78M | 0.1% | unchanged |
| HINGE HEALTH INC | HNGE | $3.59M | 0.1% | new |
What changed since Q1 2025
Against the Q1 2025 filing, Dragoneer Investment Group opened 3 new positions, added to 3, trimmed 6, left 8 unchanged and exited 5. 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 0000950123-25-007994, 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.