Dragoneer Investment Group, LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Dragoneer Investment Group, LLC reported 24 stock positions worth $5.8 billion. Its top holding was Global-E Online (GLBE) at 10.2% of the portfolio, followed by Atlassian Class A (TEAM, 10.1%) and Roblox Class A (RBLX, 9.0%). Compared with Q2 2024, it sold out of 9, added to 6 and reduced 7. The biggest buy was Dayforce (DAY, shares +96%) and the biggest sale Procore Technologies (PCOR, shares −72%).
- Most Recent 13F
- Q2 2026
- Location
- SAN FRANCISCO, CA
- CIK
- 0001602189
- Portfolio Value
- $5.8B (Q3 2024)
- SEC Filing
- 0000950123-24-011513 ↗ filed Nov 14, 2024
Holdings Value
Holdings 24 stocks · $5.8B
| GLBE Global-E Online Ltd. | 10.22% | 15,296,541 | $588.0M | Add +3.8% |
| TEAM Atlassian Corp. Class A | 10.08% | 3,651,118 | $579.8M | Add +37.5% |
| RBLX Roblox Corp. Class A | 9.04% | 11,745,203 | $519.8M | No change |
| PDD PDD Holdings Inc. | 8.78% | 3,744,241 | $504.8M | Add +42.9% |
| DAY Dayforce Inc. | 8.11% | 7,619,274 | $466.7M | Add +95.5% |
| CPNG Coupang Inc. | 8.05% | 18,850,451 | $462.8M | Add +11.8% |
| DUOL Duolingo | 7.55% | 1,538,948 | $434.0M | Add +56.8% |
| FLUT Flutter Entertainment PLC-Di | 6.95% | 1,683,408 | $399.4M | No change |
| DASH DoorDash Inc. Class A | 5.12% | 2,064,003 | $294.6M | Reduce -27.5% |
| JAMF Jamf Holding Corp. filed as JAMF HLDG CORP | 4.94% | 16,387,018 | $284.3M | No change |
| GTM Zoominfo Technologies Inc. | 3.97% | 22,120,065 | $228.3M | No change |
| XYZ Block Inc. | 3.94% | 3,373,167 | $226.4M | No change |
| OSCR Oscar Health Inc. Class A | 3.50% | 9,487,894 | $201.2M | Reduce -25.4% |
| BZ Kanzhun Ltd. - ADR | 3.33% | 11,019,095 | $191.3M | Reduce -26.0% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 2.35% | 9,908,598 | $135.3M | Reduce -25.0% |
| CCC CCC Intelligent Solutions Ho | 1.77% | 9,196,301 | $101.6M | Reduce -42.2% |
| PCOR Procore Technologies Inc. | 0.68% | 633,824 | $39.1M | Reduce -71.8% |
| RBRK Rubrik Inc. Class A | 0.60% | 1,067,823 | $34.3M | Reduce -31.1% |
| DDOG Datadog Inc. Class A | 0.54% | 271,800 | $31.3M | No change |
| IBTA Ibotta Inc. Class A | 0.27% | 250,000 | $15.4M | No change |
| ROOT Root Inc./Oh Class A | 0.10% | 154,320 | $5.8M | No change |
| NXDR Nextdoor Holdings Inc. | 0.09% | 2,000,000 | $5.0M | No change |
| RDDT Reddit Inc. Class A | 0.03% | 30,000 | $2.0M | No change |
| SNOW Snowflake Inc. | 0.00% | 500 | $57K | No change |
Portfolio Sells Q2 2024 → Q3 2024
| PCOR Procore Technologies Inc. | Reduce -71.8% | 0.68% | −2.16 |
| BZ Kanzhun Ltd. - ADR | Reduce -26.0% | 3.33% | −2.03 |
| TOST Toast Inc. Class A | Sold out | 0.00% | −1.71 |
| CCC CCC Intelligent Solutions Ho | Reduce -42.2% | 1.77% | −1.61 |
| NU Nu Holdings Ltd./Cayman Isl-A | Reduce -25.0% | 2.35% | −0.90 |
| AFRM Affirm Holdings Inc. | Sold out | 0.00% | −0.86 |
| DASH DoorDash Inc. Class A | Reduce -27.5% | 5.12% | −0.80 |
| PTON Peloton Interactive Inc. Class A | Sold out | 0.00% | −0.73 |
| OSCR Oscar Health Inc. Class A | Reduce -25.4% | 3.50% | −0.35 |
| RBRK Rubrik Inc. Class A | Reduce -31.1% | 0.60% | −0.31 |
| DT Dynatrace Inc. | Sold out | 0.00% | −0.29 |
| KVYO Klaviyo Inc. Class A | Sold out | 0.00% | −0.24 |
| MRVI Maravai Lifesciences Hldgs-A | Sold out | 0.00% | −0.10 |
| WAY Waystar Holding Corp. | Sold out | 0.00% | −0.08 |
| TEM Tempus AI Inc. Class A | Sold out | 0.00% | −0.03 |
| 23ANDME HOLDING CO | Sold out | 0.00% | −0.00 |
Portfolio Buys Q2 2024 → Q3 2024
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 |