Dragoneer

Dragoneer Investment Group, LLC

Portfolio value

$4.75B

2026-03-31 2025-12-31 2025-09-30 2025-06-30 2025-03-31 2024-12-31

Positions

New this Q

Exited this Q

Source filing

#	Issuer	Ticker	Weight	Value	Shares / Prin	QoQ
1	COUPANG INC Class A	CPNG	11.9%	$565.4M	25,782,481 SH	increased +26%
2	PDD HOLDINGS INC ADR	PDD	11.4%	$540.2M	4,564,072 SH	reduced -18%
3	BLOCK INC Class A	XYZ	10.6%	$501.7M	9,235,205 SH	increased +80%
4	INTUIT	INTU	8.3%	$396.7M	646,123 SH	new
5	DUOLINGO INC Class A	DUOL	8.2%	$390.0M	1,255,861 SH	increased +18%
6	FLUTTER ENTMT PLC	FLUT	7.8%	$373.0M	1,683,408 SH	unchanged
7	GLOBAL E ONLINE LTD	GLBE	6.3%	$297.6M	8,347,360 SH	reduced -30%
8	DAYFORCE INC	DAY	5.8%	$275.7M	4,726,250 SH	increased +22%
9	ATLASSIAN CORPORATION Class A	TEAM	5.0%	$235.9M	1,111,717 SH	reduced -39%
10	INSPIRE MED SYS INC	INSP	4.3%	$206.7M	1,297,603 SH	increased +49%
11	SERVICETITAN INC Class A	TTAN	4.1%	$194.9M	2,048,965 SH	unchanged
12	SAILPOINT INC	SAIL	3.2%	$150.0M	8,000,000 SH	new
13	JAMF HLDG CORP	JAMF	2.3%	$107.1M	8,818,589 SH	reduced -34%
14	ROBLOX CORP Class A	RBLX	2.2%	$102.3M	1,754,755 SH	reduced -83%
15	NU HLDGS LTD Class A	G6683N103	2.1%	$101.5M	9,908,598 SH	unchanged
16	OSCAR HEALTH INC Class A	OSCR	1.9%	$90.7M	6,917,448 SH	reduced -27%
17	CCC INTELLIGENT SOLUTIONS HL	CCC	1.7%	$83.0M	9,196,301 SH	unchanged
18	DYNATRACE INC	DT	1.2%	$56.5M	1,198,790 SH	reduced -73%
19	KARMAN HLDGS INC	KRMN	0.6%	$30.1M	900,000 SH	new
20	DATADOG INC Class A	DDOG	0.6%	$27.0M	271,800 SH	unchanged
21	ROOT INC Class A	ROOT	0.4%	$20.6M	154,320 SH	unchanged
22	ZOOMINFO TECHNOLOGIES INC	GTM	0.1%	$6.7M	670,000 SH	reduced -89%

New this quarter

Issuer	Ticker	Value	Shares
INTUIT	INTU	$396.7M	646,123
SAILPOINT INC	SAIL	$150.0M	8,000,000
KARMAN HLDGS INC	KRMN	$30.1M	900,000

Issuer	Ticker	Prior value	Prior shares
DOORDASH INC	DASH	$179.3M	1,069,006
KANZHUN LIMITED	BZ	$55.7M	4,038,315
PROCORE TECHNOLOGIES INC	PCOR	$47.5M	633,824
IBOTTA INC	IBTA	$16.3M	250,000