SAN FRANCISCO, CA · CIK 0001602189
Dragoneer
Dragoneer Investment Group, LLC
Portfolio value
$5.73B
| # | Issuer | Ticker | Weight | Value | Shares / Prin | QoQ |
|---|---|---|---|---|---|---|
| 1 | GLOBAL E ONLINE LTD | GLBE |
11.4%
|
$654.0M | 11,993,659 SH | — |
| 2 | ROBLOX CORP Class A | RBLX |
10.2%
|
$584.4M | 10,101,096 SH | — |
| 3 | PDD HOLDINGS INC ADR | PDD |
9.4%
|
$540.4M | 5,572,094 SH | — |
| 4 | COUPANG INC Class A | CPNG |
7.9%
|
$451.5M | 20,541,277 SH | — |
| 5 | ATLASSIAN CORPORATION Class A | TEAM |
7.7%
|
$442.0M | 1,816,027 SH | — |
| 6 | BLOCK INC Class A | XYZ |
7.6%
|
$436.2M | 5,132,752 SH | — |
| 7 | FLUTTER ENTMT PLC | FLUT |
7.6%
|
$435.1M | 1,683,408 SH | — |
| 8 | DUOLINGO INC Class A | DUOL |
6.0%
|
$345.0M | 1,063,920 SH | — |
| 9 | DAYFORCE INC | DAY |
4.9%
|
$280.4M | 3,860,525 SH | — |
| 10 | DYNATRACE INC | DT |
4.2%
|
$242.4M | 4,459,621 SH | — |
| 11 | SERVICETITAN INC Class A | TTAN |
3.7%
|
$210.8M | 2,048,965 SH | — |
| 12 | JAMF HLDG CORP | JAMF |
3.3%
|
$189.0M | 13,450,843 SH | — |
| 13 | DOORDASH INC Class A | DASH |
3.1%
|
$179.3M | 1,069,006 SH | — |
| 14 | INSPIRE MED SYS INC | INSP |
2.8%
|
$161.5M | 871,110 SH | — |
| 15 | OSCAR HEALTH INC Class A | OSCR |
2.2%
|
$127.5M | 9,487,894 SH | — |
| 16 | CCC INTELLIGENT SOLUTIONS HL | CCC |
1.9%
|
$107.9M | 9,196,301 SH | — |
| 17 | NU HLDGS LTD Class A | G6683N103 |
1.8%
|
$102.7M | 9,908,598 SH | — |
| 18 | ZOOMINFO TECHNOLOGIES INC | GTM |
1.2%
|
$66.5M | 6,323,331 SH | — |
| 19 | KANZHUN LIMITED ADR | BZ |
1.0%
|
$55.7M | 4,038,315 SH | — |
| 20 | PROCORE TECHNOLOGIES INC | PCOR |
0.8%
|
$47.5M | 633,824 SH | — |
| 21 | DATADOG INC Class A | DDOG |
0.7%
|
$38.8M | 271,800 SH | — |
| 22 | IBOTTA INC Class A | IBTA |
0.3%
|
$16.3M | 250,000 SH | — |
| 23 | ROOT INC Class A | ROOT |
0.2%
|
$11.2M | 154,320 SH | — |
New this quarter
No new positions.
Exited this quarter
No exits.