Dragoneer Investment Group, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Dragoneer Investment Group, LLC reported 20 stock positions worth $4.9 billion. Its top holding was Block (XYZ) at 12.8% of the portfolio, followed by Coupang (CPNG, 12.8%) and Nvidia (NVDA, 10.3%). Compared with Q1 2025, it opened 3 new positions, sold out of 5, added to 4 and reduced 7. The biggest buy was a new position in Nvidia (NVDA) and the biggest sale an exit from Intuit (INTU).
- Most Recent 13F
- Q2 2026
- Location
- SAN FRANCISCO, CA
- CIK
- 0001602189
- Portfolio Value
- $4.9B (Q2 2025)
- SEC Filing
- 0000950123-25-007994 ↗ filed Aug 14, 2025
Holdings Value
Holdings 20 stocks · $4.9B
| XYZ Block Inc. | 12.80% | 9,233,515 | $627.2M | Reduce -0.0% |
| CPNG Coupang Inc. | 12.78% | 20,893,452 | $626.0M | Reduce -19.0% |
| NVDA Nvidia Corp. | 10.28% | 3,187,000 | $503.5M | New |
| FLUT Flutter Entertainment PLC-Di | 9.82% | 1,683,408 | $481.1M | No change |
| PDD PDD Holdings Inc. | 7.55% | 3,535,608 | $370.0M | Reduce -22.5% |
| GLBE Global-E Online Ltd. | 6.88% | 10,056,015 | $337.3M | Add +20.5% |
| INSP Inspire Medical Systems Inc. | 6.24% | 2,354,411 | $305.5M | Add +81.4% |
| DDOG Datadog Inc. Class A | 6.18% | 2,254,563 | $302.9M | Add +729.5% |
| CHYM Chime Financial Inc. Class A | 6.02% | 8,548,884 | $295.0M | New |
| DAY Dayforce Inc. | 5.37% | 4,749,842 | $263.1M | Add +0.5% |
| SAIL Sailpoint Inc. | 3.73% | 8,000,000 | $182.9M | No change |
| DUOL Duolingo | 3.12% | 372,441 | $152.7M | Reduce -70.3% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 2.77% | 9,908,598 | $135.9M | No change |
| TTAN Servicetitan Inc. Class A | 2.64% | 1,206,157 | $129.3M | Reduce -41.1% |
| CCC CCC Intelligent Solutions Ho | 1.77% | 9,196,301 | $86.5M | No change |
| JAMF Jamf Holding Corp. filed as JAMF HLDG CORP | 0.84% | 4,328,286 | $41.2M | Reduce -50.9% |
| OSCR Oscar Health Inc. Class A | 0.59% | 1,346,154 | $28.9M | Reduce -80.5% |
| ROOT Root Inc./Oh Class A | 0.40% | 154,320 | $19.7M | No change |
| GTM Zoominfo Technologies Inc. | 0.14% | 670,000 | $6.8M | No change |
| HNGE Hinge Health Inc. Class A | 0.07% | 69,283 | $3.6M | New |
Portfolio Sells Q1 2025 → Q2 2025
| INTU Intuit Inc. | Sold out | 0.00% | −8.35 |
| DUOL Duolingo | Reduce -70.3% | 3.12% | −5.09 |
| TEAM Atlassian Corp. Class A | Sold out | 0.00% | −4.96 |
| PDD PDD Holdings Inc. | Reduce -22.5% | 7.55% | −3.81 |
| RBLX Roblox Corp. Class A | Sold out | 0.00% | −2.15 |
| TTAN Servicetitan Inc. Class A | Reduce -41.1% | 2.64% | −1.46 |
| JAMF Jamf Holding Corp. | Reduce -50.9% | 0.84% | −1.41 |
| OSCR Oscar Health Inc. Class A | Reduce -80.5% | 0.59% | −1.32 |
| DT Dynatrace Inc. | Sold out | 0.00% | −1.19 |
| KRMN Karman Holdings Inc. | Sold out | 0.00% | −0.63 |
| CPNG Coupang Inc. | Reduce -19.0% | 12.78% | +0.88 |
| XYZ Block Inc. | Reduce -0.0% | 12.80% | +2.25 |
Portfolio Buys Q1 2025 → Q2 2025
| NVDA Nvidia Corp. | New | 10.28% | +10.28 |
| CHYM Chime Financial Inc. Class A | New | 6.02% | +6.02 |
| DDOG Datadog Inc. Class A | Add +729.5% | 6.18% | +5.61 |
| INSP Inspire Medical Systems Inc. | Add +81.4% | 6.24% | +1.89 |
| GLBE Global-E Online Ltd. | Add +20.5% | 6.88% | +0.62 |
| HNGE Hinge Health Inc. Class A | New | 0.07% | +0.07 |
| DAY Dayforce Inc. | Add +0.5% | 5.37% | −0.43 |
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 |