Dragoneer Investment Group, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Dragoneer Investment Group, LLC reported 23 stock positions worth $5.7 billion. Its top holding was Global-E Online (GLBE) at 11.4% of the portfolio, followed by Roblox Class A (RBLX, 10.2%) and PDD (PDD, 9.4%). Compared with Q3 2024, it opened 3 new positions, sold out of 4, added to 3 and reduced 9. The biggest buy was a new position in Dynatrace (DT) and the biggest sale Dayforce (DAY, shares −49%).
- Most Recent 13F
- Q2 2026
- Location
- SAN FRANCISCO, CA
- CIK
- 0001602189
- Portfolio Value
- $5.7B (Q4 2024)
- SEC Filing
- 0000950123-25-002260 ↗ filed Feb 14, 2025
Holdings Value
Holdings 23 stocks · $5.7B
| GLBE Global-E Online Ltd. | 11.42% | 11,993,659 | $654.0M | Reduce -21.6% |
| RBLX Roblox Corp. Class A | 10.21% | 10,101,096 | $584.4M | Reduce -14.0% |
| PDD PDD Holdings Inc. | 9.44% | 5,572,094 | $540.4M | Add +48.8% |
| CPNG Coupang Inc. | 7.88% | 20,541,277 | $451.5M | Add +9.0% |
| TEAM Atlassian Corp. Class A | 7.72% | 1,816,027 | $442.0M | Reduce -50.3% |
| XYZ Block Inc. | 7.62% | 5,132,752 | $436.2M | Add +52.2% |
| FLUT Flutter Entertainment PLC-Di | 7.60% | 1,683,408 | $435.1M | No change |
| DUOL Duolingo | 6.02% | 1,063,920 | $345.0M | Reduce -30.9% |
| DAY Dayforce Inc. | 4.90% | 3,860,525 | $280.4M | Reduce -49.3% |
| DT Dynatrace Inc. | 4.23% | 4,459,621 | $242.4M | New |
| TTAN Servicetitan Inc. Class A | 3.68% | 2,048,965 | $210.8M | New |
| JAMF Jamf Holding Corp. filed as JAMF HLDG CORP | 3.30% | 13,450,843 | $189.0M | Reduce -17.9% |
| DASH DoorDash Inc. Class A | 3.13% | 1,069,006 | $179.3M | Reduce -48.2% |
| INSP Inspire Medical Systems Inc. | 2.82% | 871,110 | $161.5M | New |
| OSCR Oscar Health Inc. Class A | 2.23% | 9,487,894 | $127.5M | No change |
| CCC CCC Intelligent Solutions Ho | 1.88% | 9,196,301 | $107.9M | No change |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 1.79% | 9,908,598 | $102.7M | No change |
| GTM Zoominfo Technologies Inc. | 1.16% | 6,323,331 | $66.5M | Reduce -71.4% |
| BZ Kanzhun Ltd. - ADR | 0.97% | 4,038,315 | $55.7M | Reduce -63.4% |
| PCOR Procore Technologies Inc. | 0.83% | 633,824 | $47.5M | No change |
| DDOG Datadog Inc. Class A | 0.68% | 271,800 | $38.8M | No change |
| IBTA Ibotta Inc. Class A | 0.28% | 250,000 | $16.3M | No change |
| ROOT Root Inc./Oh Class A | 0.20% | 154,320 | $11.2M | No change |
Portfolio Sells Q3 2024 → Q4 2024
| DAY Dayforce Inc. | Reduce -49.3% | 4.90% | −3.22 |
| GTM Zoominfo Technologies Inc. | Reduce -71.4% | 1.16% | −2.81 |
| TEAM Atlassian Corp. Class A | Reduce -50.3% | 7.72% | −2.36 |
| BZ Kanzhun Ltd. - ADR | Reduce -63.4% | 0.97% | −2.35 |
| DASH DoorDash Inc. Class A | Reduce -48.2% | 3.13% | −1.99 |
| JAMF Jamf Holding Corp. | Reduce -17.9% | 3.30% | −1.64 |
| DUOL Duolingo | Reduce -30.9% | 6.02% | −1.52 |
| RBRK Rubrik Inc. Class A | Sold out | 0.00% | −0.60 |
| NXDR Nextdoor Holdings Inc. | Sold out | 0.00% | −0.09 |
| RDDT Reddit Inc. Class A | Sold out | 0.00% | −0.03 |
| SNOW Snowflake Inc. | Sold out | 0.00% | −0.00 |
| RBLX Roblox Corp. Class A | Reduce -14.0% | 10.21% | +1.17 |
| GLBE Global-E Online Ltd. | Reduce -21.6% | 11.42% | +1.20 |
Portfolio Buys Q3 2024 → Q4 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 |