Dragoneer Investment Group, LLC
SAN FRANCISCO, CA · CIK 0001602189
Portfolio Value: $5.73B
Positions: 23
Period: 2024-12-31
Filed: 2025-02-14
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022Q2 2022Q1 2022Q4 2021Q3 2021Q2 2021Q1 2021Q4 2020Q3 2020Q2 2020Q1 2020Q4 2019Q3 2019Q2 2019Q1 2019Q4 2018Q3 2018Q2 2018Q1 2018Q4 2017Q3 2017Q2 2017Q1 2017Q4 2016Q3 2016Q2 2016Q1 2016Q4 2015Q3 2015Q2 2015Q1 2015Q4 2014
Portfolio Value
$5.73B
Positions
23
New
2
Increased
4
Decreased
9
Sold Out
199
Dragoneer Investment Group, LLC Q4 2024 13F Filing Summary
Dragoneer Investment Group, LLC (SAN FRANCISCO, CA) reported a portfolio value of $5.73B across 23 positions in their Q4 2024 SEC 13F filing (period ending 2024-12-31). Top holdings include GLOBAL E ONLINE LTD ($654.01M), ROBLOX CORP ($584.45M), PDD HOLDINGS INC ($540.44M). The top 10 positions account for 77.0% of the portfolio. This quarter saw 2 new positions, 4 increases, 9 reductions, 199 complete exits. Notable new buys: SERVICETITAN INC ($210.78M), INSPIRE MED SYS INC ($161.49M). Notable exits: NEXTDOOR HOLDINGS INC, RUBRIK INC., REDDIT INC.
All Holdings
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | GLOBAL E ONLINE LTD SHS | $654.01M | 11.42% | -21.6% |
| 2 | ROBLOX CORP CL A | $584.45M | 10.21% | -14.0% |
| 3 | PDD HOLDINGS INC SPONSORED ADS | $540.44M | 9.44% | +48.8% |
| 4 | COUPANG INC CL A | $451.50M | 7.88% | +9.0% |
| 5 | ATLASSIAN CORPORATION CL A | $441.98M | 7.72% | -50.3% |
| 6 | BLOCK INC CL A | $436.23M | 7.62% | +52.2% |
| 7 | FLUTTER ENTMT PLC SHS | $435.08M | 7.60% | - |
| 8 | DUOLINGO INC CL A COM | $344.95M | 6.02% | -30.9% |
| 9 | DAYFORCE INC COM | $280.43M | 4.90% | -49.3% |
| 10 | DYNATRACE INC COM NEW | $242.38M | 4.23% | +0.0% |
| 11 | SERVICETITAN INC SHS CL A | $210.78M | 3.68% | New |
| 12 | JAMF HLDG CORP COM | $188.98M | 3.30% | -17.9% |
| 13 | DOORDASH INC CL A | $179.33M | 3.13% | -48.2% |
| 14 | INSPIRE MED SYS INC COM | $161.49M | 2.82% | New |
| 15 | OSCAR HEALTH INC CL A | $127.52M | 2.23% | - |
| 16 | CCC INTELLIGENT SOLUTIONS HL COM | $107.87M | 1.88% | - |
| 17 | NU HLDGS LTD ORD SHS CL A | $102.65M | 1.79% | - |
| 18 | ZOOMINFO TECHNOLOGIES INC COMMON STOCK | $66.46M | 1.16% | -71.4% |
| 19 | KANZHUN LIMITED SPONSORED ADS | $55.73M | 0.97% | -63.4% |
| 20 | PROCORE TECHNOLOGIES INC COM | $47.49M | 0.83% | - |
| 21 | DATADOG INC CL A COM | $38.84M | 0.68% | - |
| 22 | IBOTTA INC CLASS A COM SHS | $16.27M | 0.28% | - |
| 23 | ROOT INC CL A NEW | $11.20M | 0.20% | - |
Position Changes
| Stock | Value | Shares |
|---|---|---|
SERVICETITAN INC | $210.78M | 2,048,965 |
INSPIRE MED SYS INC | $161.49M | 871,110 |