Q4 2024 · 13F-HR
Dragoneer Investment Group, LLCholdings as filed
Filed 2025-02-14 · accession 0000950123-25-002260
$5.73B
Reported value
23
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| M5216V106 | GLBE | GLOBAL E ONLINE LTD | $654.0M | 11.4% | 11,993,659 | Common | SOLE |
| 771049103 | RBLX | ROBLOX CORP | $584.4M | 10.2% | 10,101,096 | Common | SOLE |
| 722304102 | PDD | PDD HOLDINGS INC | $540.4M | 9.44% | 5,572,094 | Common | SOLE |
| 22266T109 | CPNG | COUPANG INC | $451.5M | 7.88% | 20,541,277 | Common | SOLE |
| 049468101 | TEAM | ATLASSIAN CORPORATION | $442.0M | 7.72% | 1,816,027 | Common | SOLE |
| 852234103 | XYZ | BLOCK INC | $436.2M | 7.62% | 5,132,752 | Common | SOLE |
| G3643J108 | FLUT | FLUTTER ENTMT PLC | $435.1M | 7.60% | 1,683,408 | Common | SOLE |
| 26603R106 | DUOL | DUOLINGO INC | $345.0M | 6.02% | 1,063,920 | Common | SOLE |
| 15677J108 | DAY | DAYFORCE INC | $280.4M | 4.90% | 3,860,525 | Common | SOLE |
| 268150109 | DT | DYNATRACE INC | $242.4M | 4.23% | 4,459,621 | Common | SOLE |
| 81764X103 | TTAN | SERVICETITAN INC | $210.8M | 3.68% | 2,048,965 | Common | SOLE |
| 47074L105 | JAMF | JAMF HLDG CORP | $189.0M | 3.30% | 13,450,843 | Common | SOLE |
| 25809K105 | DASH | DOORDASH INC | $179.3M | 3.13% | 1,069,006 | Common | SOLE |
| 457730109 | INSP | INSPIRE MED SYS INC | $161.5M | 2.82% | 871,110 | Common | SOLE |
| 687793109 | OSCR | OSCAR HEALTH INC | $127.5M | 2.23% | 9,487,894 | Common | SOLE |
| 12510Q100 | CCC | CCC INTELLIGENT SOLUTIONS HL | $107.9M | 1.88% | 9,196,301 | Common | SOLE |
| G6683N103 | NU | NU HLDGS LTD | $102.7M | 1.79% | 9,908,598 | Common | SOLE |
| 98980F104 | GTM | ZOOMINFO TECHNOLOGIES INC | $66.5M | 1.16% | 6,323,331 | Common | SOLE |
| 48553T106 | BZ | KANZHUN LIMITED | $55.7M | 0.97% | 4,038,315 | Common | SOLE |
| 74275K108 | PCOR | PROCORE TECHNOLOGIES INC | $47.5M | 0.83% | 633,824 | Common | SOLE |
| 23804L103 | DDOG | DATADOG INC | $38.8M | 0.68% | 271,800 | Common | SOLE |
| 451051106 | IBTA | IBOTTA INC | $16.3M | 0.28% | 250,000 | Common | SOLE |
| 77664L207 | ROOT | ROOT INC | $11.2M | 0.20% | 154,320 | 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.