Q3 2025 · 13F-HR
Dragoneer Investment Group, LLCholdings as filed
Filed 2025-11-14 · accession 0001193125-25-281469
$4.53B
Reported value
26
Positions
2025-09-30
Period end
The Brief · Dragoneer Investment Group, LLC · Q3 2025
AI · grounded in 13F
Dragoneer Investment Group, LLC closed its position in FLUT, reducing exposure by $481.1M. The fund established new positions in KLAR for $303.6M, CVNA for $256.1M, and MELI for $241.6M. Additionally, the fund accumulated shares of DUOL, increasing its position by 324.4%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 26603R106 | DUOL | DUOLINGO INC | $508.8M | 11.2% | 1,580,787 | Common | SOLE |
| 852234103 | XYZ | BLOCK INC | $473.4M | 10.5% | 6,549,747 | Common | SOLE |
| 22266T109 | CPNG | COUPANG INC | $472.2M | 10.4% | 14,665,691 | Common | SOLE |
| M5216V106 | GLBE | GLOBAL E ONLINE LTD | $425.1M | 9.39% | 11,887,078 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $387.8M | 8.56% | 2,078,387 | Common | SOLE |
| 15677J108 | DAY | DAYFORCE INC | $327.2M | 7.22% | 4,749,842 | Common | SOLE |
| G5279N105 | KLAR | KLARNA GROUP PLC | $303.6M | 6.70% | 8,283,616 | Common | SOLE |
| 146869102 | CVNA | CARVANA CO | $256.1M | 5.66% | 678,921 | Common | SOLE |
| 722304102 | PDD | PDD HOLDINGS INC | $242.6M | 5.36% | 1,835,428 | Common | SOLE |
| 58733R102 | MELI | MERCADOLIBRE INC | $241.6M | 5.33% | 103,379 | Common | SOLE |
| 78781J109 | SAIL | SAILPOINT INC | $176.6M | 3.90% | 8,000,000 | Common | SOLE |
| 16935C109 | CHYM | CHIME FINL INC | $172.4M | 3.81% | 8,548,884 | Common | SOLE |
| 81764X103 | TTAN | SERVICETITAN INC | $100.9M | 2.23% | 1,000,885 | Common | SOLE |
| 12510Q100 | CCC | CCC INTELLIGENT SOLUTIONS HL | $83.8M | 1.85% | 9,196,301 | Common | SOLE |
| G6683N103 | NU | NU HLDGS LTD | $79.3M | 1.75% | 4,954,299 | Common | SOLE |
| 34379V103 | FLNC | FLUENCE ENERGY INC | $65.9M | 1.45% | 6,100,265 | Common | SOLE |
| 47074L105 | JAMF | JAMF HLDG CORP | $46.3M | 1.02% | 4,328,286 | Common | SOLE |
| 36866J105 | GEMI | GEMINI SPACE STA INC | $38.8M | 0.86% | 1,620,000 | Common | SOLE |
| 23804L103 | DDOG | DATADOG INC | $38.7M | 0.85% | 271,800 | Common | SOLE |
| 687793109 | OSCR | OSCAR HEALTH INC | $25.5M | 0.56% | 1,346,154 | Common | SOLE |
| 316841105 | FIG | FIGMA INC | $22.4M | 0.49% | 431,165 | Common | SOLE |
| 77664L207 | ROOT | ROOT INC | $13.8M | 0.30% | 154,320 | Common | SOLE |
| 98980F104 | GTM | ZOOMINFO TECHNOLOGIES INC | $7.3M | 0.16% | 670,000 | Common | SOLE |
| 86384P109 | STUB | STUBHUB HLDGS INC | $7.2M | 0.16% | 425,531 | Common | SOLE |
| 70339W104 | PTRN | PATTERN GROUP INC | $6.7M | 0.15% | 489,700 | Common | SOLE |
| G00894108 | ARX | ACCELERANT HOLDINGS | $5.0M | 0.11% | 336,361 | 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.