Q1 2025 · 13F-HR
Dragoneer Investment Group, LLCholdings as filed
Filed 2025-05-15 · accession 0000950123-25-005403
$4.75B
Reported value
22
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 22266T109 | CPNG | COUPANG INC | $565.4M | 11.9% | 25,782,481 | Common | SOLE |
| 722304102 | PDD | PDD HOLDINGS INC | $540.2M | 11.4% | 4,564,072 | Common | SOLE |
| 852234103 | XYZ | BLOCK INC | $501.7M | 10.6% | 9,235,205 | Common | SOLE |
| 461202103 | INTU | INTUIT | $396.7M | 8.35% | 646,123 | Common | SOLE |
| 26603R106 | DUOL | DUOLINGO INC | $390.0M | 8.20% | 1,255,861 | Common | SOLE |
| G3643J108 | FLUT | FLUTTER ENTMT PLC | $373.0M | 7.85% | 1,683,408 | Common | SOLE |
| M5216V106 | GLBE | GLOBAL E ONLINE LTD | $297.6M | 6.26% | 8,347,360 | Common | SOLE |
| 15677J108 | DAY | DAYFORCE INC | $275.7M | 5.80% | 4,726,250 | Common | SOLE |
| 049468101 | TEAM | ATLASSIAN CORPORATION | $235.9M | 4.96% | 1,111,717 | Common | SOLE |
| 457730109 | INSP | INSPIRE MED SYS INC | $206.7M | 4.35% | 1,297,603 | Common | SOLE |
| 81764X103 | TTAN | SERVICETITAN INC | $194.9M | 4.10% | 2,048,965 | Common | SOLE |
| 78781J109 | SAIL | SAILPOINT INC | $150.0M | 3.16% | 8,000,000 | Common | SOLE |
| 47074L105 | JAMF | JAMF HLDG CORP | $107.1M | 2.25% | 8,818,589 | Common | SOLE |
| 771049103 | RBLX | ROBLOX CORP | $102.3M | 2.15% | 1,754,755 | Common | SOLE |
| G6683N103 | NU | NU HLDGS LTD | $101.5M | 2.13% | 9,908,598 | Common | SOLE |
| 687793109 | OSCR | OSCAR HEALTH INC | $90.7M | 1.91% | 6,917,448 | Common | SOLE |
| 12510Q100 | CCC | CCC INTELLIGENT SOLUTIONS HL | $83.0M | 1.75% | 9,196,301 | Common | SOLE |
| 268150109 | DT | DYNATRACE INC | $56.5M | 1.19% | 1,198,790 | Common | SOLE |
| 485924104 | KRMN | KARMAN HLDGS INC | $30.1M | 0.63% | 900,000 | Common | SOLE |
| 23804L103 | DDOG | DATADOG INC | $27.0M | 0.57% | 271,800 | Common | SOLE |
| 77664L207 | ROOT | ROOT INC | $20.6M | 0.43% | 154,320 | Common | SOLE |
| 98980F104 | GTM | ZOOMINFO TECHNOLOGIES INC | $6.7M | 0.14% | 670,000 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.