Filed: 11/14/2025ACC: 0001193125-25-281469
📋 What this filing means
DRAGONEER INVESTMENT GROUP, LLC filed this quarterly 13F‑HR report disclosing 26 equity positions with a total reported market value of $4.53B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
26
Positions
$4.53B
Total AUM (reported)
100.29M
Total Shares
Allocation by class
COM$1.26B27.9%
CL A$1.24B27.4%
SHS$728.68M16.1%
CL A COM$586.28M12.9%
SPONSORED ADS$242.59M5.4%
COM SHS CL A$172.43M3.8%
SHS CL A$100.92M2.2%
Portfolio Concentration
Top 3$1.45B32.1%
4–10$2.18B48.2%
11–25$885.65M19.6%
Rest$5.01M0.1%
Top 3 weight
32.1%
Top 10 weight
80.3%
Voting Authority Distribution
Total shares with voting rights: 100.29M
Sole
Full voting authority
100.29M
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)
Sole26
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings26
Rows:
DUOLINGO INC
SOLEShares1.58M
TypeSH
Market value$508.76M
11.23%
Sole
1.58M
Shared
0.00
None
0.00
BLOCK INC
SOLEShares6.55M
TypeSH
Market value$473.35M
10.45%
Sole
6.55M
Shared
0.00
None
0.00
COUPANG INC
SOLEShares14.67M
TypeSH
Market value$472.24M
10.43%
Sole
14.67M
Shared
0.00
None
0.00
GLOBAL E ONLINE LTD
SOLEShares11.89M
TypeSH
Market value$425.08M
9.39%
Sole
11.89M
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares2.08M
TypeSH
Market value$387.79M
8.56%
Sole
2.08M
Shared
0.00
None
0.00
DAYFORCE INC
SOLEShares4.75M
TypeSH
Market value$327.22M
7.22%
Sole
4.75M
Shared
0.00
None
0.00
KLARNA GROUP PLC
SOLEShares8.28M
TypeSH
Market value$303.59M
6.70%
Sole
8.28M
Shared
0.00
None
0.00
CARVANA CO
SOLEShares678.92K
TypeSH
Market value$256.12M
5.66%
Sole
678.92K
Shared
0.00
None
0.00
PDD HOLDINGS INC
SOLEShares1.84M
TypeSH
Market value$242.59M
5.36%
Sole
1.84M
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares103.38K
TypeSH
Market value$241.59M
5.33%
Sole
103.38K
Shared
0.00
None
0.00
SAILPOINT INC
SOLEShares8M
TypeSH
Market value$176.64M
3.90%
Sole
8M
Shared
0.00
None
0.00
CHIME FINL INC
SOLEShares8.55M
TypeSH
Market value$172.43M
3.81%
Sole
8.55M
Shared
0.00
None
0.00
SERVICETITAN INC
SOLEShares1M
TypeSH
Market value$100.92M
2.23%
Sole
1M
Shared
0.00
None
0.00
CCC INTELLIGENT SOLUTIONS HL
SOLEShares9.20M
TypeSH
Market value$83.78M
1.85%
Sole
9.20M
Shared
0.00
None
0.00
NU HLDGS LTD
SOLEShares4.95M
TypeSH
Market value$79.32M
1.75%
Sole
4.95M
Shared
0.00
None
0.00
FLUENCE ENERGY INC
SOLEShares6.10M
TypeSH
Market value$65.88M
1.45%
Sole
6.10M
Shared
0.00
None
0.00
JAMF HLDG CORP
SOLEShares4.33M
TypeSH
Market value$46.31M
1.02%
Sole
4.33M
Shared
0.00
None
0.00
GEMINI SPACE STA INC
SOLEShares1.62M
TypeSH
Market value$38.82M
0.86%
Sole
1.62M
Shared
0.00
None
0.00
DATADOG INC
SOLEShares271.80K
TypeSH
Market value$38.70M
0.85%
Sole
271.80K
Shared
0.00
None
0.00
OSCAR HEALTH INC
SOLEShares1.35M
TypeSH
Market value$25.48M
0.56%
Sole
1.35M
Shared
0.00
None
0.00
FIGMA INC
SOLEShares431.17K
TypeSH
Market value$22.36M
0.49%
Sole
431.17K
Shared
0.00
None
0.00
ROOT INC
SOLEShares154.32K
TypeSH
Market value$13.81M
0.30%
Sole
154.32K
Shared
0.00
None
0.00
ZOOMINFO TECHNOLOGIES INC
SOLEShares670K
TypeSH
Market value$7.31M
0.16%
Sole
670K
Shared
0.00
None
0.00
STUBHUB HLDGS INC
SOLEShares425.53K
TypeSH
Market value$7.17M
0.16%
Sole
425.53K
Shared
0.00
None
0.00
PATTERN GROUP INC
SOLEShares489.70K
TypeSH
Market value$6.71M
0.15%
Sole
489.70K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DUOLINGO INCSOLE | CL A COM | 1.58M | SH | $508.76M 11.23% | 1.58M | 0.00 | 0.00 |
BLOCK INCSOLE | CL A | 6.55M | SH | $473.35M 10.45% | 6.55M | 0.00 | 0.00 |
COUPANG INCSOLE | CL A | 14.67M | SH | $472.24M 10.43% | 14.67M | 0.00 | 0.00 |
GLOBAL E ONLINE LTDSOLE | SHS | 11.89M | SH | $425.08M 9.39% | 11.89M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 2.08M | SH | $387.79M 8.56% | 2.08M | 0.00 | 0.00 |
DAYFORCE INCSOLE | COM | 4.75M | SH | $327.22M 7.22% | 4.75M | 0.00 | 0.00 |
KLARNA GROUP PLCSOLE | SHS | 8.28M | SH | $303.59M 6.70% | 8.28M | 0.00 | 0.00 |
CARVANA COSOLE | CL A | 678.92K | SH | $256.12M 5.66% | 678.92K | 0.00 | 0.00 |
PDD HOLDINGS INCSOLE | SPONSORED ADS | 1.84M | SH | $242.59M 5.36% | 1.84M | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 103.38K | SH | $241.59M 5.33% | 103.38K | 0.00 | 0.00 |
SAILPOINT INCSOLE | COM | 8M | SH | $176.64M 3.90% | 8M | 0.00 | 0.00 |
CHIME FINL INCSOLE | COM SHS CL A | 8.55M | SH | $172.43M 3.81% | 8.55M | 0.00 | 0.00 |
SERVICETITAN INCSOLE | SHS CL A | 1M | SH | $100.92M 2.23% | 1M | 0.00 | 0.00 |
CCC INTELLIGENT SOLUTIONS HLSOLE | COM | 9.20M | SH | $83.78M 1.85% | 9.20M | 0.00 | 0.00 |
NU HLDGS LTDSOLE | ORD SHS CL A | 4.95M | SH | $79.32M 1.75% | 4.95M | 0.00 | 0.00 |
FLUENCE ENERGY INCSOLE | COM CL A | 6.10M | SH | $65.88M 1.45% | 6.10M | 0.00 | 0.00 |
JAMF HLDG CORPSOLE | COM | 4.33M | SH | $46.31M 1.02% | 4.33M | 0.00 | 0.00 |
GEMINI SPACE STA INCSOLE | CL A COM | 1.62M | SH | $38.82M 0.86% | 1.62M | 0.00 | 0.00 |
DATADOG INCSOLE | CL A COM | 271.80K | SH | $38.70M 0.85% | 271.80K | 0.00 | 0.00 |
OSCAR HEALTH INCSOLE | CL A | 1.35M | SH | $25.48M 0.56% | 1.35M | 0.00 | 0.00 |
FIGMA INCSOLE | CLASS A COM STK | 431.17K | SH | $22.36M 0.49% | 431.17K | 0.00 | 0.00 |
ROOT INCSOLE | CL A NEW | 154.32K | SH | $13.81M 0.30% | 154.32K | 0.00 | 0.00 |
ZOOMINFO TECHNOLOGIES INCSOLE | COMMON STOCK | 670K | SH | $7.31M 0.16% | 670K | 0.00 | 0.00 |
STUBHUB HLDGS INCSOLE | CL A | 425.53K | SH | $7.17M 0.16% | 425.53K | 0.00 | 0.00 |
PATTERN GROUP INCSOLE | COM SER A | 489.70K | SH | $6.71M 0.15% | 489.70K | 0.00 | 0.00 |
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