13F HOLDINGS REPORT
Dragoneer Investment Group, LLC
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001193125-25-281469
Total Value
$4.53B
Positions
26
Other Managers
0
Confidential Omitted
No
Holdings (26)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DUOLINGO INC | DUOL | 1,580,787 | $508.8M | 11.23% |
| 2 | BLOCK INC | BSQKZ | 6,549,747 | $473.4M | 10.45% |
| 3 | COUPANG INC | CPNG | 14,665,691 | $472.2M | 10.43% |
| 4 | GLOBAL E ONLINE LTD | GLBE | 11,887,078 | $425.1M | 9.39% |
| 5 | NVIDIA CORPORATION | NVDA | 2,078,387 | $387.8M | 8.56% |
| 6 | DAYFORCE INC | 15677J108 | 4,749,842 | $327.2M | 7.22% |
| 7 | KLARNA GROUP PLC | KLAR | 8,283,616 | $303.6M | 6.70% |
| 8 | CARVANA CO | CVNA | 678,921 | $256.1M | 5.66% |
| 9 | PDD HOLDINGS INC | PDD | 1,835,428 | $242.6M | 5.36% |
| 10 | MERCADOLIBRE INC | MELI | 103,379 | $241.6M | 5.33% |
| 11 | SAILPOINT INC | SAIL | 8,000,000 | $176.6M | 3.90% |
| 12 | CHIME FINL INC | 16935C109 | 8,548,884 | $172.4M | 3.81% |
| 13 | SERVICETITAN INC | TTAN | 1,000,885 | $100.9M | 2.23% |
| 14 | CCC INTELLIGENT SOLUTIONS HL | CCC | 9,196,301 | $83.8M | 1.85% |
| 15 | NU HLDGS LTD | NU | 4,954,299 | $79.3M | 1.75% |
| 16 | FLUENCE ENERGY INC | FLNC | 6,100,265 | $65.9M | 1.45% |
| 17 | JAMF HLDG CORP | 47074L105 | 4,328,286 | $46.3M | 1.02% |
| 18 | GEMINI SPACE STA INC | GEMI | 1,620,000 | $38.8M | 0.86% |
| 19 | DATADOG INC | DDOG | 271,800 | $38.7M | 0.85% |
| 20 | OSCAR HEALTH INC | OSCR | 1,346,154 | $25.5M | 0.56% |
| 21 | FIGMA INC | FIG | 431,165 | $22.4M | 0.49% |
| 22 | ROOT INC | ROOT | 154,320 | $13.8M | 0.30% |
| 23 | ZOOMINFO TECHNOLOGIES INC | GTM | 670,000 | $7.3M | 0.16% |
| 24 | STUBHUB HLDGS INC | STUB | 425,531 | $7.2M | 0.16% |
| 25 | PATTERN GROUP INC | PTRN | 489,700 | $6.7M | 0.15% |
| 26 | ACCELERANT HOLDINGS | ARX | 336,361 | $5.0M | 0.11% |