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SAN FRANCISCO, CA · CIK 0001602189
Portfolio Value
$4.53B
Positions
26
New
9
Increased
2
Decreased
7
Sold Out
3
Dragoneer Investment Group, LLC (SAN FRANCISCO, CA) reported a portfolio value of $4.53B across 26 positions in their Q3 2025 SEC 13F filing (period ending 2025-09-30). The top 10 positions account for 80.3% of the portfolio.
Top 26 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | DUOLDUOLINGO INC | $508.76M | 11.23% | +324.4% |
| 2 | XYZBLOCK INC | $473.35M | 10.45% | -29.1% |
| 3 | CPNGCOUPANG INC | $472.24M | 10.43% | -29.8% |
| 4 | GLBEGLOBAL E ONLINE LTD | $425.08M | 9.39% | +18.2% |
| 5 | NVDANVIDIA CORPORATION | $387.79M | 8.56% | -34.8% |
| 6 | DAYDAYFORCE INC | $327.22M | 7.22% | - |
| 7 | KLARKLARNA GROUP PLC | $303.59M | 6.70% | New |
| 8 | CVNACARVANA CO | $256.12M | 5.66% | New |
| 9 | PDDPDD HOLDINGS INC | $242.59M | 5.36% | -48.1% |
| 10 | MELIMERCADOLIBRE INC | $241.59M | 5.33% | New |
| Stock | Value | Shares |
|---|---|---|
| KLARKLARNA GROUP PLC | $303.59M | 8,283,616 |
| CVNACARVANA CO | $256.12M | 678,921 |
| MELIMERCADOLIBRE INC | $241.59M | 103,379 |
| FLNCFLUENCE ENERGY INC | $65.88M | 6,100,265 |
| GEMIGEMINI SPACE STA INC | $38.82M | 1,620,000 |
| FIGFIGMA INC | $22.36M | 431,165 |
| STUBSTUBHUB HLDGS INC | $7.17M | 425,531 |
| PTRNPATTERN GROUP INC | $6.71M | 489,700 |
| ARXACCELERANT HOLDINGS | $5.01M | 336,361 |
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