13F HOLDINGS REPORT
Dragoneer Investment Group, LLC
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0000950123-25-005403
Total Value
$4.75B
Positions
22
Other Managers
0
Confidential Omitted
No
Holdings (22)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | COUPANG INC | CPNG | 25,782,481 | $565.4M | 11.90% |
| 2 | PDD HOLDINGS INC | PDD | 4,564,072 | $540.2M | 11.36% |
| 3 | BLOCK INC | BSQKZ | 9,235,205 | $501.7M | 10.56% |
| 4 | INTUIT | INTU | 646,123 | $396.7M | 8.35% |
| 5 | DUOLINGO INC | DUOL | 1,255,861 | $390.0M | 8.20% |
| 6 | FLUTTER ENTMT PLC | G3643J108 | 1,683,408 | $373.0M | 7.85% |
| 7 | GLOBAL E ONLINE LTD | GLBE | 8,347,360 | $297.6M | 6.26% |
| 8 | DAYFORCE INC | 15677J108 | 4,726,250 | $275.7M | 5.80% |
| 9 | ATLASSIAN CORPORATION | TEAM | 1,111,717 | $235.9M | 4.96% |
| 10 | INSPIRE MED SYS INC | 457730109 | 1,297,603 | $206.7M | 4.35% |
| 11 | SERVICETITAN INC | TTAN | 2,048,965 | $194.9M | 4.10% |
| 12 | SAILPOINT INC | SAIL | 8,000,000 | $150.0M | 3.16% |
| 13 | JAMF HLDG CORP | 47074L105 | 8,818,589 | $107.1M | 2.25% |
| 14 | ROBLOX CORP | RBLX | 1,754,755 | $102.3M | 2.15% |
| 15 | NU HLDGS LTD | NU | 9,908,598 | $101.5M | 2.13% |
| 16 | OSCAR HEALTH INC | OSCR | 6,917,448 | $90.7M | 1.91% |
| 17 | CCC INTELLIGENT SOLUTIONS HL | CCC | 9,196,301 | $83.0M | 1.75% |
| 18 | DYNATRACE INC | DT | 1,198,790 | $56.5M | 1.19% |
| 19 | KARMAN HLDGS INC | KRMN | 900,000 | $30.1M | 0.63% |
| 20 | DATADOG INC | DDOG | 271,800 | $27.0M | 0.57% |
| 21 | ROOT INC | ROOT | 154,320 | $20.6M | 0.43% |
| 22 | ZOOMINFO TECHNOLOGIES INC | GTM | 670,000 | $6.7M | 0.14% |