13F HOLDINGS REPORT
Dragoneer Investment Group, LLC
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0000950123-25-007994
Total Value
$4.90B
Positions
20
Other Managers
0
Confidential Omitted
No
Holdings (20)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BLOCK INC | BSQKZ | 9,233,515 | $627.2M | 12.80% |
| 2 | COUPANG INC | CPNG | 20,893,452 | $626.0M | 12.78% |
| 3 | NVIDIA CORPORATION | NVDA | 3,187,000 | $503.5M | 10.28% |
| 4 | FLUTTER ENTMT PLC | G3643J108 | 1,683,408 | $481.1M | 9.82% |
| 5 | PDD HOLDINGS INC | PDD | 3,535,608 | $370.0M | 7.55% |
| 6 | GLOBAL E ONLINE LTD | GLBE | 10,056,015 | $337.3M | 6.88% |
| 7 | INSPIRE MED SYS INC | 457730109 | 2,354,411 | $305.5M | 6.24% |
| 8 | DATADOG INC | DDOG | 2,254,563 | $302.9M | 6.18% |
| 9 | CHIME FINL INC | 16935C109 | 8,548,884 | $295.0M | 6.02% |
| 10 | DAYFORCE INC | 15677J108 | 4,749,842 | $263.1M | 5.37% |
| 11 | SAILPOINT INC | SAIL | 8,000,000 | $182.9M | 3.73% |
| 12 | DUOLINGO INC | DUOL | 372,441 | $152.7M | 3.12% |
| 13 | NU HLDGS LTD | NU | 9,908,598 | $135.9M | 2.77% |
| 14 | SERVICETITAN INC | TTAN | 1,206,157 | $129.3M | 2.64% |
| 15 | CCC INTELLIGENT SOLUTIONS HL | CCC | 9,196,301 | $86.5M | 1.77% |
| 16 | JAMF HLDG CORP | 47074L105 | 4,328,286 | $41.2M | 0.84% |
| 17 | OSCAR HEALTH INC | OSCR | 1,346,154 | $28.9M | 0.59% |
| 18 | ROOT INC | ROOT | 154,320 | $19.7M | 0.40% |
| 19 | ZOOMINFO TECHNOLOGIES INC | GTM | 670,000 | $6.8M | 0.14% |
| 20 | HINGE HEALTH INC | HNGE | 69,283 | $3.6M | 0.07% |