Q2 2025 · 13F-HR
Dragoneer Investment Group, LLCholdings as filed
Filed 2025-08-14 · accession 0000950123-25-007994
$4.90B
Reported value
20
Positions
2025-06-30
Period end
The Brief · Dragoneer Investment Group, LLC · Q2 2025
AI · grounded in 13F
Dragoneer Investment Group, LLC established a new position in Block Inc XYZ valued at $627.2M. The fund also initiated new stakes in Coupang Inc CPNG for $626M and NVIDIA Corporation NVDA for $503.5M. Additional new positions include Flutter Entmt PLC FLUT and PDD Holdings Inc PDD. Total assets under management stand at $4.9B across 20 positions.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 852234103 | XYZ | BLOCK INC | $627.2M | 12.8% | 9,233,515 | Common | SOLE |
| 22266T109 | CPNG | COUPANG INC | $626.0M | 12.8% | 20,893,452 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $503.5M | 10.3% | 3,187,000 | Common | SOLE |
| G3643J108 | FLUT | FLUTTER ENTMT PLC | $481.1M | 9.82% | 1,683,408 | Common | SOLE |
| 722304102 | PDD | PDD HOLDINGS INC | $370.0M | 7.55% | 3,535,608 | Common | SOLE |
| M5216V106 | GLBE | GLOBAL E ONLINE LTD | $337.3M | 6.88% | 10,056,015 | Common | SOLE |
| 457730109 | INSP | INSPIRE MED SYS INC | $305.5M | 6.24% | 2,354,411 | Common | SOLE |
| 23804L103 | DDOG | DATADOG INC | $302.9M | 6.18% | 2,254,563 | Common | SOLE |
| 16935C109 | CHYM | CHIME FINL INC | $295.0M | 6.02% | 8,548,884 | Common | SOLE |
| 15677J108 | DAY | DAYFORCE INC | $263.1M | 5.37% | 4,749,842 | Common | SOLE |
| 78781J109 | SAIL | SAILPOINT INC | $182.9M | 3.73% | 8,000,000 | Common | SOLE |
| 26603R106 | DUOL | DUOLINGO INC | $152.7M | 3.12% | 372,441 | Common | SOLE |
| G6683N103 | NU | NU HLDGS LTD | $135.9M | 2.77% | 9,908,598 | Common | SOLE |
| 81764X103 | TTAN | SERVICETITAN INC | $129.3M | 2.64% | 1,206,157 | Common | SOLE |
| 12510Q100 | CCC | CCC INTELLIGENT SOLUTIONS HL | $86.5M | 1.77% | 9,196,301 | Common | SOLE |
| 47074L105 | JAMF | JAMF HLDG CORP | $41.2M | 0.84% | 4,328,286 | Common | SOLE |
| 687793109 | OSCR | OSCAR HEALTH INC | $28.9M | 0.59% | 1,346,154 | Common | SOLE |
| 77664L207 | ROOT | ROOT INC | $19.7M | 0.40% | 154,320 | Common | SOLE |
| 98980F104 | GTM | ZOOMINFO TECHNOLOGIES INC | $6.8M | 0.14% | 670,000 | Common | SOLE |
| 433313103 | HNGE | HINGE HEALTH INC | $3.6M | 0.07% | 69,283 | 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.