Dragoneer Investment Group, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Dragoneer Investment Group, LLC reported 29 stock positions worth $4.3 billion. Its top holding was Global-E Online (GLBE) at 11.3% of the portfolio, followed by Zoominfo Technologies (GTM, 8.2%) and Roblox Class A (RBLX, 8.2%). Compared with Q4 2023, it opened 6 new positions, sold out of 5, added to 4 and reduced 8. The biggest buy was a new position in Flutter Entertainment PLC-Di (FLUT) and the biggest sale Datadog Class A (DDOG, shares −89%).
- Most Recent 13F
- Q2 2026
- Location
- SAN FRANCISCO, CA
- CIK
- 0001602189
- Portfolio Value
- $4.3B (Q1 2024)
- SEC Filing
- 0000950123-24-005231 ↗ filed May 15, 2024
Holdings Value
Holdings 29 stocks · $4.3B
| GLBE Global-E Online Ltd. | 11.32% | 13,445,195 | $488.7M | Add +8.1% |
| GTM Zoominfo Technologies Inc. | 8.21% | 22,120,065 | $354.6M | No change |
| RBLX Roblox Corp. Class A | 8.18% | 9,257,159 | $353.4M | No change |
| CPNG Coupang Inc. | 7.92% | 19,225,775 | $342.0M | Add +11.1% |
| FLUT Flutter Entertainment PLC-Di | 7.77% | 1,683,408 | $335.6M | New |
| BZ Kanzhun Ltd. - ADR | 7.28% | 17,925,513 | $314.2M | Add +41.8% |
| JAMF Jamf Holding Corp. filed as JAMF HLDG CORP | 7.02% | 16,519,521 | $303.1M | No change |
| XYZ Block Inc. | 6.64% | 3,389,097 | $286.6M | Reduce -45.3% |
| DASH DoorDash Inc. Class A | 5.11% | 1,600,970 | $220.5M | Reduce -56.4% |
| DT Dynatrace Inc. | 4.92% | 4,577,552 | $212.6M | New |
| OSCR Oscar Health Inc. Class A | 4.38% | 12,725,999 | $189.2M | No change |
| TOST Toast Inc. Class A | 4.37% | 7,565,152 | $188.5M | Add +66.6% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 3.65% | 13,211,464 | $157.6M | Reduce -2.7% |
| CCC CCC Intelligent Solutions Ho | 3.35% | 12,095,793 | $144.7M | No change |
| PDD PDD Holdings Inc. | 2.91% | 1,080,492 | $125.6M | Reduce -48.5% |
| NCNO Ncino Inc. | 1.53% | 1,771,454 | $66.2M | Reduce -61.7% |
| PCOR Procore Technologies Inc. | 1.21% | 633,824 | $52.1M | No change |
| PTON Peloton Interactive Inc. Class A | 1.12% | 11,288,305 | $48.4M | No change |
| DDOG Datadog Inc. Class A | 0.78% | 271,800 | $33.6M | Reduce -89.0% |
| GRAB Grab Holdings Ltd. Class A | 0.62% | 8,509,619 | $26.7M | Reduce -72.7% |
| ALAB Astera Labs Inc. | 0.52% | 300,000 | $22.3M | New |
| TBBB BBB Foods Inc. Class A | 0.44% | 800,000 | $19.0M | New |
| KVYO Klaviyo Inc. Class A | 0.29% | 500,000 | $12.7M | No change |
| ROOT Root Inc./Oh Class A | 0.22% | 154,320 | $9.4M | No change |
| AS Amer Sports Inc. | 0.11% | 300,000 | $4.9M | New |
| NXDR Nextdoor Holdings Inc. | 0.10% | 2,000,000 | $4.5M | No change |
| RDDT Reddit Inc. Class A | 0.03% | 30,000 | $1.5M | New |
| 23ANDME HOLDING CO | 0.01% | 500,000 | $266K | No change |
| SNOW Snowflake Inc. | 0.00% | 500 | $81K | Reduce -99.8% |
Portfolio Sells Q4 2023 → Q1 2024
| DDOG Datadog Inc. Class A | Reduce -89.0% | 0.78% | −5.70 |
| XYZ Block Inc. | Reduce -45.3% | 6.64% | −3.77 |
| PDD PDD Holdings Inc. | Reduce -48.5% | 2.91% | −3.75 |
| DASH DoorDash Inc. Class A | Reduce -56.4% | 5.11% | −2.77 |
| NCNO Ncino Inc. | Reduce -61.7% | 1.53% | −1.84 |
| GRAB Grab Holdings Ltd. Class A | Reduce -72.7% | 0.62% | −1.66 |
| SNOW Snowflake Inc. | Reduce -99.8% | 0.00% | −1.24 |
| ESMT Engagesmart Inc. | Sold out | 0.00% | −1.09 |
| CARG Cargurus Inc. | Sold out | 0.00% | −0.96 |
| CWAN Clearwater Analytics HDS-A | Sold out | 0.00% | −0.39 |
| CART Maplebear Inc. | Sold out | 0.00% | −0.38 |
| BIRK Birkenstock Holding PLC | Sold out | 0.00% | −0.32 |
| NU Nu Holdings Ltd./Cayman Isl-A | Reduce -2.7% | 3.65% | +1.19 |
Portfolio Buys Q4 2023 → Q1 2024
| FLUT Flutter Entertainment PLC-Di | New | 7.77% | +7.77 |
| DT Dynatrace Inc. | New | 4.92% | +4.92 |
| BZ Kanzhun Ltd. - ADR | Add +41.8% | 7.28% | +2.72 |
| TOST Toast Inc. Class A | Add +66.6% | 4.37% | +2.57 |
| CPNG Coupang Inc. | Add +11.1% | 7.92% | +1.83 |
| GLBE Global-E Online Ltd. | Add +8.1% | 11.32% | +0.62 |
| ALAB Astera Labs Inc. | New | 0.52% | +0.52 |
| TBBB BBB Foods Inc. Class A | New | 0.44% | +0.44 |
| AS Amer Sports Inc. | New | 0.11% | +0.11 |
| RDDT Reddit Inc. Class A | New | 0.03% | +0.03 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 12 | $2.8B | SPCX, AMD, AMZN, INIO, KLAR |
| Q1 2026 | 17 | $3.0B | NVDA, CPNG, META, CVNA, GLBE |
| Q4 2025 | 27 | $4.6B | CPNG, NVDA, GLBE, CVNA, DAY |
| Q3 2025 | 26 | $4.5B | DUOL, XYZ, CPNG, GLBE, NVDA |
| Q2 2025 | 20 | $4.9B | XYZ, CPNG, NVDA, FLUT, PDD |
| Q1 2025 | 22 | $4.8B | CPNG, PDD, XYZ, INTU, DUOL |
| Q4 2024 | 23 | $5.7B | GLBE, RBLX, PDD, CPNG, TEAM |
| Q3 2024 | 24 | $5.8B | GLBE, TEAM, RBLX, PDD, DAY |
| Q2 2024 | 33 | $5.2B | GLBE, TEAM, RBLX, CPNG, PDD |
| Q1 2024 | 29 | $4.3B | GLBE, GTM, RBLX, CPNG, FLUT |