Dragoneer Investment Group, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Dragoneer Investment Group, LLC reported 33 stock positions worth $5.2 billion. Its top holding was Global-E Online (GLBE) at 10.2% of the portfolio, followed by Atlassian Class A (TEAM, 9.0%) and Roblox Class A (RBLX, 8.3%). Compared with Q1 2024, it opened 9 new positions, sold out of 5, added to 6 and reduced 6. The biggest buy was a new position in Atlassian Class A (TEAM) and the biggest sale Dynatrace (DT, shares −93%).
- Most Recent 13F
- Q2 2026
- Location
- SAN FRANCISCO, CA
- CIK
- 0001602189
- Portfolio Value
- $5.2B (Q2 2024)
- SEC Filing
- 0000950123-24-008380 ↗ filed Aug 14, 2024
Holdings Value
Holdings 33 stocks · $5.2B
| GLBE Global-E Online Ltd. | 10.21% | 14,734,024 | $534.4M | Add +9.6% |
| TEAM Atlassian Corp. Class A | 8.98% | 2,656,057 | $469.8M | New |
| RBLX Roblox Corp. Class A | 8.35% | 11,745,203 | $437.0M | Add +26.9% |
| CPNG Coupang Inc. | 6.75% | 16,862,894 | $353.3M | Reduce -12.3% |
| PDD PDD Holdings Inc. | 6.66% | 2,620,838 | $348.4M | Add +142.6% |
| DASH DoorDash Inc. Class A | 5.92% | 2,847,537 | $309.8M | Add +77.9% |
| FLUT Flutter Entertainment PLC-Di | 5.86% | 1,683,408 | $307.0M | No change |
| GTM Zoominfo Technologies Inc. | 5.40% | 22,120,065 | $282.5M | No change |
| BZ Kanzhun Ltd. - ADR | 5.35% | 14,892,201 | $280.1M | Reduce -16.9% |
| JAMF Jamf Holding Corp. filed as JAMF HLDG CORP | 5.17% | 16,387,018 | $270.4M | Reduce -0.8% |
| XYZ Block Inc. | 4.16% | 3,373,167 | $217.5M | Reduce -0.5% |
| DUOL Duolingo | 3.91% | 981,302 | $204.8M | New |
| OSCR Oscar Health Inc. Class A | 3.85% | 12,725,999 | $201.3M | No change |
| DAY Dayforce Inc. | 3.69% | 3,896,644 | $193.3M | New |
| CCC CCC Intelligent Solutions Ho | 3.38% | 15,904,993 | $176.7M | Add +31.5% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 3.25% | 13,211,464 | $170.3M | No change |
| PCOR Procore Technologies Inc. | 2.84% | 2,243,431 | $148.8M | Add +253.9% |
| TOST Toast Inc. Class A | 1.71% | 3,473,838 | $89.5M | Reduce -54.1% |
| RBRK Rubrik Inc. Class A | 0.91% | 1,550,000 | $47.5M | New |
| AFRM Affirm Holdings Inc. | 0.86% | 1,496,824 | $45.2M | New |
| PTON Peloton Interactive Inc. Class A | 0.73% | 11,288,305 | $38.2M | No change |
| DDOG Datadog Inc. Class A | 0.67% | 271,800 | $35.2M | No change |
| IBTA Ibotta Inc. Class A | 0.36% | 250,000 | $18.8M | New |
| DT Dynatrace Inc. | 0.29% | 338,487 | $15.1M | Reduce -92.6% |
| KVYO Klaviyo Inc. Class A | 0.24% | 500,000 | $12.4M | No change |
| ROOT Root Inc./Oh Class A | 0.15% | 154,320 | $8.0M | No change |
| NXDR Nextdoor Holdings Inc. | 0.11% | 2,000,000 | $5.6M | No change |
| MRVI Maravai Lifesciences Hldgs-A | 0.10% | 750,468 | $5.4M | New |
| WAY Waystar Holding Corp. | 0.08% | 200,000 | $4.3M | New |
| RDDT Reddit Inc. Class A | 0.04% | 30,000 | $1.9M | No change |
| TEM Tempus AI Inc. Class A | 0.03% | 50,000 | $1.8M | New |
| 23ANDME HOLDING CO | 0.00% | 500,000 | $196K | No change |
| SNOW Snowflake Inc. | 0.00% | 500 | $68K | No change |
Portfolio Sells Q1 2024 → Q2 2024
| DT Dynatrace Inc. | Reduce -92.6% | 0.29% | −4.63 |
| TOST Toast Inc. Class A | Reduce -54.1% | 1.71% | −2.65 |
| XYZ Block Inc. | Reduce -0.5% | 4.16% | −2.48 |
| BZ Kanzhun Ltd. - ADR | Reduce -16.9% | 5.35% | −1.92 |
| JAMF Jamf Holding Corp. | Reduce -0.8% | 5.17% | −1.85 |
| NCNO Ncino Inc. | Sold out | 0.00% | −1.53 |
| CPNG Coupang Inc. | Reduce -12.3% | 6.75% | −1.17 |
| GRAB Grab Holdings Ltd. Class A | Sold out | 0.00% | −0.62 |
| ALAB Astera Labs Inc. | Sold out | 0.00% | −0.52 |
| TBBB BBB Foods Inc. Class A | Sold out | 0.00% | −0.44 |
| AS Amer Sports Inc. | Sold out | 0.00% | −0.11 |
Portfolio Buys Q1 2024 → Q2 2024
| TEAM Atlassian Corp. Class A | New | 8.98% | +8.98 |
| DUOL Duolingo | New | 3.91% | +3.91 |
| PDD PDD Holdings Inc. | Add +142.6% | 6.66% | +3.75 |
| DAY Dayforce Inc. | New | 3.69% | +3.69 |
| PCOR Procore Technologies Inc. | Add +253.9% | 2.84% | +1.64 |
| RBRK Rubrik Inc. Class A | New | 0.91% | +0.91 |
| AFRM Affirm Holdings Inc. | New | 0.86% | +0.86 |
| DASH DoorDash Inc. Class A | Add +77.9% | 5.92% | +0.81 |
| IBTA Ibotta Inc. Class A | New | 0.36% | +0.36 |
| RBLX Roblox Corp. Class A | Add +26.9% | 8.35% | +0.17 |
| MRVI Maravai Lifesciences Hldgs-A | New | 0.10% | +0.10 |
| WAY Waystar Holding Corp. | New | 0.08% | +0.08 |
| TEM Tempus AI Inc. Class A | New | 0.03% | +0.03 |
| CCC CCC Intelligent Solutions Ho | Add +31.5% | 3.38% | +0.03 |
| GLBE Global-E Online Ltd. | Add +9.6% | 10.21% | −1.11 |
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 |