Dragoneer

Dragoneer Investment Group, LLC

Portfolio value

$4.90B

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	BLOCK INC Class A	XYZ	12.8%	$627.2M	9,233,515 SH	reduced -0%
2	COUPANG INC Class A	CPNG	12.8%	$626.0M	20,893,452 SH	reduced -19%
3	NVIDIA CORPORATION	NVDA	10.3%	$503.5M	3,187,000 SH	new
4	FLUTTER ENTMT PLC	FLUT	9.8%	$481.1M	1,683,408 SH	unchanged
5	PDD HOLDINGS INC ADR	PDD	7.6%	$370.0M	3,535,608 SH	reduced -23%
6	GLOBAL E ONLINE LTD	GLBE	6.9%	$337.3M	10,056,015 SH	increased +20%
7	INSPIRE MED SYS INC	INSP	6.2%	$305.5M	2,354,411 SH	increased +81%
8	DATADOG INC Class A	DDOG	6.2%	$302.9M	2,254,563 SH	increased +729%
9	CHIME FINL INC Class A	CHYM	6.0%	$295.0M	8,548,884 SH	new
10	DAYFORCE INC	DAY	5.4%	$263.1M	4,749,842 SH	increased +0%
11	SAILPOINT INC	SAIL	3.7%	$182.9M	8,000,000 SH	unchanged
12	DUOLINGO INC Class A	DUOL	3.1%	$152.7M	372,441 SH	reduced -70%
13	NU HLDGS LTD Class A	G6683N103	2.8%	$135.9M	9,908,598 SH	unchanged
14	SERVICETITAN INC Class A	TTAN	2.6%	$129.3M	1,206,157 SH	reduced -41%
15	CCC INTELLIGENT SOLUTIONS HL	CCC	1.8%	$86.5M	9,196,301 SH	unchanged
16	JAMF HLDG CORP	JAMF	0.8%	$41.2M	4,328,286 SH	reduced -51%
17	OSCAR HEALTH INC Class A	OSCR	0.6%	$28.9M	1,346,154 SH	reduced -81%
18	ROOT INC Class A	ROOT	0.4%	$19.7M	154,320 SH	unchanged
19	ZOOMINFO TECHNOLOGIES INC	GTM	0.1%	$6.8M	670,000 SH	unchanged
20	HINGE HEALTH INC Class A	HNGE	0.1%	$3.6M	69,283 SH	new

New this quarter

Issuer	Ticker	Value	Shares
NVIDIA CORPORATION	NVDA	$503.5M	3,187,000
CHIME FINL INC	CHYM	$295.0M	8,548,884
HINGE HEALTH INC	HNGE	$3.6M	69,283

Issuer	Ticker	Prior value	Prior shares
INTUIT	INTU	$396.7M	646,123
ATLASSIAN CORPORATION	TEAM	$235.9M	1,111,717
ROBLOX CORP	RBLX	$102.3M	1,754,755
DYNATRACE INC	DT	$56.5M	1,198,790
KARMAN HLDGS INC	KRMN	$30.1M	900,000