Q4 2025 · 13F-HR
Dragoneer Investment Group, LLCholdings as filed
Filed 2026-02-17 · accession 0001193125-26-052974
$4.59B
Reported value
27
Positions
2025-12-31
Period end
The Brief · Dragoneer Investment Group, LLC · Q4 2025
AI · grounded in 13F
Dragoneer Investment Group, LLC established a new position in Expand Energy Corporation EXE valued at $145.6M. The fund also opened a new position in Comstock Res Inc CRK for $99.6M and increased its stake in MercadoLibre Inc MELI by 54.9%. On the sell side, the fund closed its position in Fluence Energy Inc FLNC, reducing its holdings by $65.9M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 22266T109 | CPNG | COUPANG INC | $509.0M | 11.1% | 21,576,556 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $493.9M | 10.8% | 2,648,387 | Common | SOLE |
| M5216V106 | GLBE | GLOBAL E ONLINE LTD | $446.8M | 9.74% | 11,365,028 | Common | SOLE |
| 146869102 | CVNA | CARVANA CO | $413.4M | 9.01% | 979,460 | Common | SOLE |
| 15677J108 | DAY | DAYFORCE INC | $328.5M | 7.16% | 4,749,842 | Common | SOLE |
| 852234103 | XYZ | BLOCK INC | $324.0M | 7.07% | 4,978,155 | Common | SOLE |
| 58733R102 | MELI | MERCADOLIBRE INC | $322.7M | 7.04% | 160,193 | Common | SOLE |
| G5279N105 | KLAR | KLARNA GROUP PLC | $239.5M | 5.22% | 8,283,616 | Common | SOLE |
| 16935C109 | CHYM | CHIME FINL INC | $215.2M | 4.69% | 8,548,884 | Common | SOLE |
| 722304102 | PDD | PDD HOLDINGS INC | $208.1M | 4.54% | 1,835,428 | Common | SOLE |
| 26603R106 | DUOL | DUOLINGO INC | $203.6M | 4.44% | 1,159,887 | Common | SOLE |
| 78781J109 | SAIL | SAILPOINT INC | $161.8M | 3.53% | 8,000,000 | Common | SOLE |
| 165167735 | EXE | EXPAND ENERGY CORPORATION | $145.6M | 3.18% | 1,319,618 | Common | SOLE |
| 81764X103 | TTAN | SERVICETITAN INC | $106.6M | 2.32% | 1,000,885 | Common | SOLE |
| 205768302 | CRK | COMSTOCK RES INC | $99.6M | 2.17% | 4,298,202 | Common | SOLE |
| G6683N103 | NU | NU HLDGS LTD | $82.9M | 1.81% | 4,954,299 | Common | SOLE |
| 12510Q100 | CCC | CCC INTELLIGENT SOLUTIONS HL | $73.1M | 1.59% | 9,196,301 | Common | SOLE |
| 47074L105 | JAMF | JAMF HLDG CORP | $56.3M | 1.23% | 4,328,286 | Common | SOLE |
| 23804L103 | DDOG | DATADOG INC | $37.0M | 0.81% | 271,800 | Common | SOLE |
| 639193101 | NAVN | NAVAN INC | $35.8M | 0.78% | 2,095,507 | Common | SOLE |
| 58507V107 | MDLN | MEDLINE INC | $22.1M | 0.48% | 525,000 | Common | SOLE |
| 316841105 | FIG | FIGMA INC | $16.1M | 0.35% | 431,165 | Common | SOLE |
| 77664L207 | ROOT | ROOT INC | $11.1M | 0.24% | 154,320 | Common | SOLE |
| 687793109 | OSCR | OSCAR HEALTH INC | $9.4M | 0.21% | 657,435 | Common | SOLE |
| 947002101 | WLTH | WEALTHFRONT CORP | $8.9M | 0.19% | 654,338 | Common | SOLE |
| 36866J105 | GEMI | GEMINI SPACE STA INC | $8.0M | 0.18% | 810,000 | Common | SOLE |
| 98980F104 | GTM | ZOOMINFO TECHNOLOGIES INC | $6.8M | 0.15% | 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.