Dragoneer Investment Group, LLC Q2 2025 Filing

Filed August 14, 2025

Portfolio Value

$4.9T

Holdings

20

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (20 positions)

#StockSharesValue% PortfolioType
1
XYZBLOCK INC
9,233,515$627.2B12.80%
2
CPNGCOUPANG INC
20,893,452$626.0B12.78%
3
NVDANVIDIA CORPORATION
3,187,000$503.5B10.28%
4
FLUTFLUTTER ENTMT PLC
1,683,408$481.1B9.82%
5
PDDPDD HOLDINGS INC
3,535,608$370.0B7.55%
6
GLBEGLOBAL E ONLINE LTD
10,056,015$337.3B6.88%
7
INSPINSPIRE MED SYS INC
2,354,411$305.5B6.24%
8
DDOGDATADOG INC
2,254,563$302.9B6.18%
9
CHYMCHIME FINL INC
8,548,884$295.0B6.02%
10
DAYDAYFORCE INC
4,749,842$263.1B5.37%
11
SAILSAILPOINT INC
8,000,000$182.9B3.73%
12
DUOLDUOLINGO INC
372,441$152.7B3.12%
13
NUNU HLDGS LTD
9,908,598$135.9B2.77%
14
TTANSERVICETITAN INC
1,206,157$129.3B2.64%
15
CCCCCC INTELLIGENT SOLUTIONS HL
9,196,301$86.5B1.77%
16
JAMFJAMF HLDG CORP
4,328,286$41.2B0.84%
17
OSCROSCAR HEALTH INC
1,346,154$28.9B0.59%
18
ROOTROOT INC
154,320$19.7B0.40%
19
GTMZOOMINFO TECHNOLOGIES INC
670,000$6.8B0.14%
20
HNGEHINGE HEALTH INC
69,283$3.6B0.07%