Filed: 2/14/2025ACC: 0000950123-25-002260
📋 What this filing means
DRAGONEER INVESTMENT GROUP, LLC filed this quarterly 13F‑HR report disclosing 23 equity positions with a total reported market value of $5.73B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
23
Positions
$5.73B
Total AUM (reported)
123.93M
Total Shares
Allocation by class
CL A$2.22B38.8%
SHS$1.09B19.0%
COM$786.26M13.7%
SPONSORED ADS$596.17M10.4%
CL A COM$383.79M6.7%
COM NEW$242.38M4.2%
SHS CL A$210.78M3.7%
Portfolio Concentration
Top 3$1.78B31.1%
4–10$2.63B46.0%
11–25$1.31B23.0%
Top 3 weight
31.1%
Top 10 weight
77.0%
Voting Authority Distribution
Total shares with voting rights: 123.93M
Sole
Full voting authority
123.93M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole23
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings23
Rows:
GLOBAL E ONLINE LTD
SOLEShares11.99M
TypeSH
Market value$654.01M
11.42%
Sole
11.99M
Shared
0.00
None
0.00
ROBLOX CORP
SOLEShares10.10M
TypeSH
Market value$584.45M
10.21%
Sole
10.10M
Shared
0.00
None
0.00
PDD HOLDINGS INC
SOLEShares5.57M
TypeSH
Market value$540.44M
9.44%
Sole
5.57M
Shared
0.00
None
0.00
COUPANG INC
SOLEShares20.54M
TypeSH
Market value$451.50M
7.88%
Sole
20.54M
Shared
0.00
None
0.00
ATLASSIAN CORPORATION
SOLEShares1.82M
TypeSH
Market value$441.98M
7.72%
Sole
1.82M
Shared
0.00
None
0.00
BLOCK INC
SOLEShares5.13M
TypeSH
Market value$436.23M
7.62%
Sole
5.13M
Shared
0.00
None
0.00
FLUTTER ENTMT PLC
SOLEShares1.68M
TypeSH
Market value$435.08M
7.60%
Sole
1.68M
Shared
0.00
None
0.00
DUOLINGO INC
SOLEShares1.06M
TypeSH
Market value$344.95M
6.02%
Sole
1.06M
Shared
0.00
None
0.00
DAYFORCE INC
SOLEShares3.86M
TypeSH
Market value$280.43M
4.90%
Sole
3.86M
Shared
0.00
None
0.00
DYNATRACE INC
SOLEShares4.46M
TypeSH
Market value$242.38M
4.23%
Sole
4.46M
Shared
0.00
None
0.00
SERVICETITAN INC
SOLEShares2.05M
TypeSH
Market value$210.78M
3.68%
Sole
2.05M
Shared
0.00
None
0.00
JAMF HLDG CORP
SOLEShares13.45M
TypeSH
Market value$188.98M
3.30%
Sole
13.45M
Shared
0.00
None
0.00
DOORDASH INC
SOLEShares1.07M
TypeSH
Market value$179.33M
3.13%
Sole
1.07M
Shared
0.00
None
0.00
INSPIRE MED SYS INC
SOLEShares871.11K
TypeSH
Market value$161.49M
2.82%
Sole
871.11K
Shared
0.00
None
0.00
OSCAR HEALTH INC
SOLEShares9.49M
TypeSH
Market value$127.52M
2.23%
Sole
9.49M
Shared
0.00
None
0.00
CCC INTELLIGENT SOLUTIONS HL
SOLEShares9.20M
TypeSH
Market value$107.87M
1.88%
Sole
9.20M
Shared
0.00
None
0.00
NU HLDGS LTD
SOLEShares9.91M
TypeSH
Market value$102.65M
1.79%
Sole
9.91M
Shared
0.00
None
0.00
ZOOMINFO TECHNOLOGIES INC
SOLEShares6.32M
TypeSH
Market value$66.46M
1.16%
Sole
6.32M
Shared
0.00
None
0.00
KANZHUN LIMITED
SOLEShares4.04M
TypeSH
Market value$55.73M
0.97%
Sole
4.04M
Shared
0.00
None
0.00
PROCORE TECHNOLOGIES INC
SOLEShares633.82K
TypeSH
Market value$47.49M
0.83%
Sole
633.82K
Shared
0.00
None
0.00
DATADOG INC
SOLEShares271.80K
TypeSH
Market value$38.84M
0.68%
Sole
271.80K
Shared
0.00
None
0.00
IBOTTA INC
SOLEShares250K
TypeSH
Market value$16.27M
0.28%
Sole
250K
Shared
0.00
None
0.00
ROOT INC
SOLEShares154.32K
TypeSH
Market value$11.20M
0.20%
Sole
154.32K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
GLOBAL E ONLINE LTDSOLE | SHS | 11.99M | SH | $654.01M 11.42% | 11.99M | 0.00 | 0.00 |
ROBLOX CORPSOLE | CL A | 10.10M | SH | $584.45M 10.21% | 10.10M | 0.00 | 0.00 |
PDD HOLDINGS INCSOLE | SPONSORED ADS | 5.57M | SH | $540.44M 9.44% | 5.57M | 0.00 | 0.00 |
COUPANG INCSOLE | CL A | 20.54M | SH | $451.50M 7.88% | 20.54M | 0.00 | 0.00 |
ATLASSIAN CORPORATIONSOLE | CL A | 1.82M | SH | $441.98M 7.72% | 1.82M | 0.00 | 0.00 |
BLOCK INCSOLE | CL A | 5.13M | SH | $436.23M 7.62% | 5.13M | 0.00 | 0.00 |
FLUTTER ENTMT PLCSOLE | SHS | 1.68M | SH | $435.08M 7.60% | 1.68M | 0.00 | 0.00 |
DUOLINGO INCSOLE | CL A COM | 1.06M | SH | $344.95M 6.02% | 1.06M | 0.00 | 0.00 |
DAYFORCE INCSOLE | COM | 3.86M | SH | $280.43M 4.90% | 3.86M | 0.00 | 0.00 |
DYNATRACE INCSOLE | COM NEW | 4.46M | SH | $242.38M 4.23% | 4.46M | 0.00 | 0.00 |
SERVICETITAN INCSOLE | SHS CL A | 2.05M | SH | $210.78M 3.68% | 2.05M | 0.00 | 0.00 |
JAMF HLDG CORPSOLE | COM | 13.45M | SH | $188.98M 3.30% | 13.45M | 0.00 | 0.00 |
DOORDASH INCSOLE | CL A | 1.07M | SH | $179.33M 3.13% | 1.07M | 0.00 | 0.00 |
INSPIRE MED SYS INCSOLE | COM | 871.11K | SH | $161.49M 2.82% | 871.11K | 0.00 | 0.00 |
OSCAR HEALTH INCSOLE | CL A | 9.49M | SH | $127.52M 2.23% | 9.49M | 0.00 | 0.00 |
CCC INTELLIGENT SOLUTIONS HLSOLE | COM | 9.20M | SH | $107.87M 1.88% | 9.20M | 0.00 | 0.00 |
NU HLDGS LTDSOLE | ORD SHS CL A | 9.91M | SH | $102.65M 1.79% | 9.91M | 0.00 | 0.00 |
ZOOMINFO TECHNOLOGIES INCSOLE | COMMON STOCK | 6.32M | SH | $66.46M 1.16% | 6.32M | 0.00 | 0.00 |
KANZHUN LIMITEDSOLE | SPONSORED ADS | 4.04M | SH | $55.73M 0.97% | 4.04M | 0.00 | 0.00 |
PROCORE TECHNOLOGIES INCSOLE | COM | 633.82K | SH | $47.49M 0.83% | 633.82K | 0.00 | 0.00 |
DATADOG INCSOLE | CL A COM | 271.80K | SH | $38.84M 0.68% | 271.80K | 0.00 | 0.00 |
IBOTTA INCSOLE | CLASS A COM SHS | 250K | SH | $16.27M 0.28% | 250K | 0.00 | 0.00 |
ROOT INCSOLE | CL A NEW | 154.32K | SH | $11.20M 0.20% | 154.32K | 0.00 | 0.00 |