Filed: 8/14/2025ACC: 0000950123-25-007994
📋 What this filing means
DRAGONEER INVESTMENT GROUP, LLC filed this quarterly 13F‑HR report disclosing 20 equity positions with a total reported market value of $4.90B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
20
Positions
$4.90B
Total AUM (reported)
101.75M
Total Shares
Allocation by class
COM$1.38B28.2%
CL A$1.29B26.2%
SHS$818.33M16.7%
CL A COM$455.56M9.3%
SPONSORED ADS$370.04M7.6%
COM SHS CL A$295.02M6.0%
ORD SHS CL A$135.95M2.8%
Portfolio Concentration
Top 3$1.76B35.9%
4–10$2.35B48.1%
11–25$787.48M16.1%
Top 3 weight
35.9%
Top 10 weight
83.9%
Voting Authority Distribution
Total shares with voting rights: 101.75M
Sole
Full voting authority
101.75M
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)
Sole20
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings20
Rows:
BLOCK INC
SOLEShares9.23M
TypeSH
Market value$627.23M
12.80%
Sole
9.23M
Shared
0.00
None
0.00
COUPANG INC
SOLEShares20.89M
TypeSH
Market value$625.97M
12.78%
Sole
20.89M
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares3.19M
TypeSH
Market value$503.51M
10.28%
Sole
3.19M
Shared
0.00
None
0.00
FLUTTER ENTMT PLC
SOLEShares1.68M
TypeSH
Market value$481.05M
9.82%
Sole
1.68M
Shared
0.00
None
0.00
PDD HOLDINGS INC
SOLEShares3.54M
TypeSH
Market value$370.04M
7.55%
Sole
3.54M
Shared
0.00
None
0.00
GLOBAL E ONLINE LTD
SOLEShares10.06M
TypeSH
Market value$337.28M
6.88%
Sole
10.06M
Shared
0.00
None
0.00
INSPIRE MED SYS INC
SOLEShares2.35M
TypeSH
Market value$305.53M
6.24%
Sole
2.35M
Shared
0.00
None
0.00
DATADOG INC
SOLEShares2.25M
TypeSH
Market value$302.86M
6.18%
Sole
2.25M
Shared
0.00
None
0.00
CHIME FINL INC
SOLEShares8.55M
TypeSH
Market value$295.02M
6.02%
Sole
8.55M
Shared
0.00
None
0.00
DAYFORCE INC
SOLEShares4.75M
TypeSH
Market value$263.09M
5.37%
Sole
4.75M
Shared
0.00
None
0.00
SAILPOINT INC
SOLEShares8M
TypeSH
Market value$182.88M
3.73%
Sole
8M
Shared
0.00
None
0.00
DUOLINGO INC
SOLEShares372.44K
TypeSH
Market value$152.71M
3.12%
Sole
372.44K
Shared
0.00
None
0.00
NU HLDGS LTD
SOLEShares9.91M
TypeSH
Market value$135.95M
2.77%
Sole
9.91M
Shared
0.00
None
0.00
SERVICETITAN INC
SOLEShares1.21M
TypeSH
Market value$129.28M
2.64%
Sole
1.21M
Shared
0.00
None
0.00
CCC INTELLIGENT SOLUTIONS HL
SOLEShares9.20M
TypeSH
Market value$86.54M
1.77%
Sole
9.20M
Shared
0.00
None
0.00
JAMF HLDG CORP
SOLEShares4.33M
TypeSH
Market value$41.16M
0.84%
Sole
4.33M
Shared
0.00
None
0.00
OSCAR HEALTH INC
SOLEShares1.35M
TypeSH
Market value$28.86M
0.59%
Sole
1.35M
Shared
0.00
None
0.00
ROOT INC
SOLEShares154.32K
TypeSH
Market value$19.75M
0.40%
Sole
154.32K
Shared
0.00
None
0.00
ZOOMINFO TECHNOLOGIES INC
SOLEShares670K
TypeSH
Market value$6.78M
0.14%
Sole
670K
Shared
0.00
None
0.00
HINGE HEALTH INC
SOLEShares69.28K
TypeSH
Market value$3.59M
0.07%
Sole
69.28K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BLOCK INCSOLE | CL A | 9.23M | SH | $627.23M 12.80% | 9.23M | 0.00 | 0.00 |
COUPANG INCSOLE | CL A | 20.89M | SH | $625.97M 12.78% | 20.89M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 3.19M | SH | $503.51M 10.28% | 3.19M | 0.00 | 0.00 |
FLUTTER ENTMT PLCSOLE | SHS | 1.68M | SH | $481.05M 9.82% | 1.68M | 0.00 | 0.00 |
PDD HOLDINGS INCSOLE | SPONSORED ADS | 3.54M | SH | $370.04M 7.55% | 3.54M | 0.00 | 0.00 |
GLOBAL E ONLINE LTDSOLE | SHS | 10.06M | SH | $337.28M 6.88% | 10.06M | 0.00 | 0.00 |
INSPIRE MED SYS INCSOLE | COM | 2.35M | SH | $305.53M 6.24% | 2.35M | 0.00 | 0.00 |
DATADOG INCSOLE | CL A COM | 2.25M | SH | $302.86M 6.18% | 2.25M | 0.00 | 0.00 |
CHIME FINL INCSOLE | COM SHS CL A | 8.55M | SH | $295.02M 6.02% | 8.55M | 0.00 | 0.00 |
DAYFORCE INCSOLE | COM | 4.75M | SH | $263.09M 5.37% | 4.75M | 0.00 | 0.00 |
SAILPOINT INCSOLE | COM | 8M | SH | $182.88M 3.73% | 8M | 0.00 | 0.00 |
DUOLINGO INCSOLE | CL A COM | 372.44K | SH | $152.71M 3.12% | 372.44K | 0.00 | 0.00 |
NU HLDGS LTDSOLE | ORD SHS CL A | 9.91M | SH | $135.95M 2.77% | 9.91M | 0.00 | 0.00 |
SERVICETITAN INCSOLE | SHS CL A | 1.21M | SH | $129.28M 2.64% | 1.21M | 0.00 | 0.00 |
CCC INTELLIGENT SOLUTIONS HLSOLE | COM | 9.20M | SH | $86.54M 1.77% | 9.20M | 0.00 | 0.00 |
JAMF HLDG CORPSOLE | COM | 4.33M | SH | $41.16M 0.84% | 4.33M | 0.00 | 0.00 |
OSCAR HEALTH INCSOLE | CL A | 1.35M | SH | $28.86M 0.59% | 1.35M | 0.00 | 0.00 |
ROOT INCSOLE | CL A NEW | 154.32K | SH | $19.75M 0.40% | 154.32K | 0.00 | 0.00 |
ZOOMINFO TECHNOLOGIES INCSOLE | COMMON STOCK | 670K | SH | $6.78M 0.14% | 670K | 0.00 | 0.00 |
HINGE HEALTH INCSOLE | CL A | 69.28K | SH | $3.59M 0.07% | 69.28K | 0.00 | 0.00 |