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SAN FRANCISCO, CA · CIK 0001602189
Portfolio Value
$4.75B
Positions
22
New
3
Increased
5
Decreased
8
Sold Out
4
Dragoneer Investment Group, LLC (SAN FRANCISCO, CA) reported a portfolio value of $4.75B across 22 positions in their Q1 2025 SEC 13F filing (period ending 2025-03-31). The top 10 positions account for 79.6% of the portfolio.
Top 22 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | CPNGCOUPANG INC | $565.41M | 11.90% | +25.5% |
| 2 | PDDPDD HOLDINGS INC | $540.16M | 11.36% | -18.1% |
| 3 | XYZBLOCK INC | $501.75M | 10.56% | +79.9% |
| 4 | INTUINTUIT | $396.71M | 8.35% | New |
| 5 | DUOLDUOLINGO INC | $390.00M | 8.20% | +18.0% |
| 6 | FLUTFLUTTER ENTMT PLC | $372.96M | 7.85% | - |
| 7 | GLBEGLOBAL E ONLINE LTD | $297.58M | 6.26% | -30.4% |
| 8 | DAYDAYFORCE INC | $275.68M | 5.80% | +22.4% |
| 9 | TEAMATLASSIAN CORPORATION | $235.92M | 4.96% | -38.8% |
| 10 | INSPINSPIRE MED SYS INC | $206.68M | 4.35% | +49.0% |
| Stock | Value | Shares |
|---|---|---|
| INTUINTUIT | $396.71M | 646,123 |
| SAILSAILPOINT INC | $150.00M | 8,000,000 |
| KRMNKARMAN HLDGS INC | $30.08M | 900,000 |
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