13F HOLDINGS REPORT
Dragoneer Investment Group, LLC
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0000950123-25-002260
Total Value
$5.73B
Positions
23
Other Managers
0
Confidential Omitted
No
Holdings (23)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | GLOBAL E ONLINE LTD | GLBE | 11,993,659 | $654.0M | 11.42% |
| 2 | ROBLOX CORP | RBLX | 10,101,096 | $584.4M | 10.21% |
| 3 | PDD HOLDINGS INC | PDD | 5,572,094 | $540.4M | 9.44% |
| 4 | COUPANG INC | CPNG | 20,541,277 | $451.5M | 7.88% |
| 5 | ATLASSIAN CORPORATION | TEAM | 1,816,027 | $442.0M | 7.72% |
| 6 | BLOCK INC | BSQKZ | 5,132,752 | $436.2M | 7.62% |
| 7 | FLUTTER ENTMT PLC | G3643J108 | 1,683,408 | $435.1M | 7.60% |
| 8 | DUOLINGO INC | DUOL | 1,063,920 | $345.0M | 6.02% |
| 9 | DAYFORCE INC | 15677J108 | 3,860,525 | $280.4M | 4.90% |
| 10 | DYNATRACE INC | DT | 4,459,621 | $242.4M | 4.23% |
| 11 | SERVICETITAN INC | TTAN | 2,048,965 | $210.8M | 3.68% |
| 12 | JAMF HLDG CORP | 47074L105 | 13,450,843 | $189.0M | 3.30% |
| 13 | DOORDASH INC | DASH | 1,069,006 | $179.3M | 3.13% |
| 14 | INSPIRE MED SYS INC | 457730109 | 871,110 | $161.5M | 2.82% |
| 15 | OSCAR HEALTH INC | OSCR | 9,487,894 | $127.5M | 2.23% |
| 16 | CCC INTELLIGENT SOLUTIONS HL | CCC | 9,196,301 | $107.9M | 1.88% |
| 17 | NU HLDGS LTD | NU | 9,908,598 | $102.7M | 1.79% |
| 18 | ZOOMINFO TECHNOLOGIES INC | GTM | 6,323,331 | $66.5M | 1.16% |
| 19 | KANZHUN LIMITED | BZ | 4,038,315 | $55.7M | 0.97% |
| 20 | PROCORE TECHNOLOGIES INC | PCOR | 633,824 | $47.5M | 0.83% |
| 21 | DATADOG INC | DDOG | 271,800 | $38.8M | 0.68% |
| 22 | IBOTTA INC | IBTA | 250,000 | $16.3M | 0.28% |
| 23 | ROOT INC | ROOT | 154,320 | $11.2M | 0.20% |