Filed: 5/15/2025ACC: 0000950123-25-005403
📋 What this filing means
DRAGONEER INVESTMENT GROUP, LLC filed this quarterly 13F‑HR report disclosing 22 equity positions with a total reported market value of $4.75B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
22
Positions
$4.75B
Total AUM (reported)
108.49M
Total Shares
Allocation by class
CL A$1.50B31.5%
COM$1.22B25.7%
SHS$670.54M14.1%
SPONSORED ADS$540.16M11.4%
CL A COM$416.96M8.8%
SHS CL A$194.88M4.1%
ORD SHS CL A$101.46M2.1%
Portfolio Concentration
Top 3$1.61B33.8%
4–10$2.18B45.8%
11–25$970.36M20.4%
Top 3 weight
33.8%
Top 10 weight
79.6%
Voting Authority Distribution
Total shares with voting rights: 108.49M
Sole
Full voting authority
108.49M
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)
Sole22
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings22
Rows:
COUPANG INC
SOLEShares25.78M
TypeSH
Market value$565.41M
11.90%
Sole
25.78M
Shared
0.00
None
0.00
PDD HOLDINGS INC
SOLEShares4.56M
TypeSH
Market value$540.16M
11.36%
Sole
4.56M
Shared
0.00
None
0.00
BLOCK INC
SOLEShares9.24M
TypeSH
Market value$501.75M
10.56%
Sole
9.24M
Shared
0.00
None
0.00
INTUIT
SOLEShares646.12K
TypeSH
Market value$396.71M
8.35%
Sole
646.12K
Shared
0.00
None
0.00
DUOLINGO INC
SOLEShares1.26M
TypeSH
Market value$390.00M
8.20%
Sole
1.26M
Shared
0.00
None
0.00
FLUTTER ENTMT PLC
SOLEShares1.68M
TypeSH
Market value$372.96M
7.85%
Sole
1.68M
Shared
0.00
None
0.00
GLOBAL E ONLINE LTD
SOLEShares8.35M
TypeSH
Market value$297.58M
6.26%
Sole
8.35M
Shared
0.00
None
0.00
DAYFORCE INC
SOLEShares4.73M
TypeSH
Market value$275.68M
5.80%
Sole
4.73M
Shared
0.00
None
0.00
ATLASSIAN CORPORATION
SOLEShares1.11M
TypeSH
Market value$235.92M
4.96%
Sole
1.11M
Shared
0.00
None
0.00
INSPIRE MED SYS INC
SOLEShares1.30M
TypeSH
Market value$206.68M
4.35%
Sole
1.30M
Shared
0.00
None
0.00
SERVICETITAN INC
SOLEShares2.05M
TypeSH
Market value$194.88M
4.10%
Sole
2.05M
Shared
0.00
None
0.00
SAILPOINT INC
SOLEShares8M
TypeSH
Market value$150.00M
3.16%
Sole
8M
Shared
0.00
None
0.00
JAMF HLDG CORP
SOLEShares8.82M
TypeSH
Market value$107.15M
2.25%
Sole
8.82M
Shared
0.00
None
0.00
ROBLOX CORP
SOLEShares1.75M
TypeSH
Market value$102.28M
2.15%
Sole
1.75M
Shared
0.00
None
0.00
NU HLDGS LTD
SOLEShares9.91M
TypeSH
Market value$101.46M
2.13%
Sole
9.91M
Shared
0.00
None
0.00
OSCAR HEALTH INC
SOLEShares6.92M
TypeSH
Market value$90.69M
1.91%
Sole
6.92M
Shared
0.00
None
0.00
CCC INTELLIGENT SOLUTIONS HL
SOLEShares9.20M
TypeSH
Market value$83.04M
1.75%
Sole
9.20M
Shared
0.00
None
0.00
DYNATRACE INC
SOLEShares1.20M
TypeSH
Market value$56.52M
1.19%
Sole
1.20M
Shared
0.00
None
0.00
KARMAN HLDGS INC
SOLEShares900K
TypeSH
Market value$30.08M
0.63%
Sole
900K
Shared
0.00
None
0.00
DATADOG INC
SOLEShares271.80K
TypeSH
Market value$26.97M
0.57%
Sole
271.80K
Shared
0.00
None
0.00
ROOT INC
SOLEShares154.32K
TypeSH
Market value$20.59M
0.43%
Sole
154.32K
Shared
0.00
None
0.00
ZOOMINFO TECHNOLOGIES INC
SOLEShares670K
TypeSH
Market value$6.70M
0.14%
Sole
670K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
COUPANG INCSOLE | CL A | 25.78M | SH | $565.41M 11.90% | 25.78M | 0.00 | 0.00 |
PDD HOLDINGS INCSOLE | SPONSORED ADS | 4.56M | SH | $540.16M 11.36% | 4.56M | 0.00 | 0.00 |
BLOCK INCSOLE | CL A | 9.24M | SH | $501.75M 10.56% | 9.24M | 0.00 | 0.00 |
INTUITSOLE | COM | 646.12K | SH | $396.71M 8.35% | 646.12K | 0.00 | 0.00 |
DUOLINGO INCSOLE | CL A COM | 1.26M | SH | $390.00M 8.20% | 1.26M | 0.00 | 0.00 |
FLUTTER ENTMT PLCSOLE | SHS | 1.68M | SH | $372.96M 7.85% | 1.68M | 0.00 | 0.00 |
GLOBAL E ONLINE LTDSOLE | SHS | 8.35M | SH | $297.58M 6.26% | 8.35M | 0.00 | 0.00 |
DAYFORCE INCSOLE | COM | 4.73M | SH | $275.68M 5.80% | 4.73M | 0.00 | 0.00 |
ATLASSIAN CORPORATIONSOLE | CL A | 1.11M | SH | $235.92M 4.96% | 1.11M | 0.00 | 0.00 |
INSPIRE MED SYS INCSOLE | COM | 1.30M | SH | $206.68M 4.35% | 1.30M | 0.00 | 0.00 |
SERVICETITAN INCSOLE | SHS CL A | 2.05M | SH | $194.88M 4.10% | 2.05M | 0.00 | 0.00 |
SAILPOINT INCSOLE | COM | 8M | SH | $150.00M 3.16% | 8M | 0.00 | 0.00 |
JAMF HLDG CORPSOLE | COM | 8.82M | SH | $107.15M 2.25% | 8.82M | 0.00 | 0.00 |
ROBLOX CORPSOLE | CL A | 1.75M | SH | $102.28M 2.15% | 1.75M | 0.00 | 0.00 |
NU HLDGS LTDSOLE | ORD SHS CL A | 9.91M | SH | $101.46M 2.13% | 9.91M | 0.00 | 0.00 |
OSCAR HEALTH INCSOLE | CL A | 6.92M | SH | $90.69M 1.91% | 6.92M | 0.00 | 0.00 |
CCC INTELLIGENT SOLUTIONS HLSOLE | COM | 9.20M | SH | $83.04M 1.75% | 9.20M | 0.00 | 0.00 |
DYNATRACE INCSOLE | COM NEW | 1.20M | SH | $56.52M 1.19% | 1.20M | 0.00 | 0.00 |
KARMAN HLDGS INCSOLE | COMMON STOCK | 900K | SH | $30.08M 0.63% | 900K | 0.00 | 0.00 |
DATADOG INCSOLE | CL A COM | 271.80K | SH | $26.97M 0.57% | 271.80K | 0.00 | 0.00 |
ROOT INCSOLE | CL A NEW | 154.32K | SH | $20.59M 0.43% | 154.32K | 0.00 | 0.00 |
ZOOMINFO TECHNOLOGIES INCSOLE | COMMON STOCK | 670K | SH | $6.70M 0.14% | 670K | 0.00 | 0.00 |