Dragoneer Investment Group, LLC Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$4.5T
Holdings
26
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (26 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DUOLDUOLINGO INC | 1,580,787 | $508.8B | 11.23% | |
| 2 | XYZBLOCK INC | 6,549,747 | $473.4B | 10.45% | |
| 3 | CPNGCOUPANG INC | 14,665,691 | $472.2B | 10.43% | |
| 4 | GLBEGLOBAL E ONLINE LTD | 11,887,078 | $425.1B | 9.39% | |
| 5 | NVDANVIDIA CORPORATION | 2,078,387 | $387.8B | 8.56% | |
| 6 | DAYDAYFORCE INC | 4,749,842 | $327.2B | 7.22% | |
| 7 | KLARKLARNA GROUP PLC | 8,283,616 | $303.6B | 6.70% | |
| 8 | CVNACARVANA CO | 678,921 | $256.1B | 5.66% | |
| 9 | PDDPDD HOLDINGS INC | 1,835,428 | $242.6B | 5.36% | |
| 10 | MLB1MERCADOLIBRE INC | 103,379 | $241.6B | 5.33% | |
| 11 | SAILSAILPOINT INC | 8,000,000 | $176.6B | 3.90% | |
| 12 | CHYMCHIME FINL INC | 8,548,884 | $172.4B | 3.81% | |
| 13 | TTANSERVICETITAN INC | 1,000,885 | $100.9B | 2.23% | |
| 14 | CCCCCC INTELLIGENT SOLUTIONS HL | 9,196,301 | $83.8B | 1.85% | |
| 15 | NUNU HLDGS LTD | 4,954,299 | $79.3B | 1.75% | |
| 16 | FLNCFLUENCE ENERGY INC | 6,100,265 | $65.9B | 1.45% | |
| 17 | JAMFJAMF HLDG CORP | 4,328,286 | $46.3B | 1.02% | |
| 18 | GEMIGEMINI SPACE STA INC | 1,620,000 | $38.8B | 0.86% | |
| 19 | DDOGDATADOG INC | 271,800 | $38.7B | 0.85% | |
| 20 | OSCROSCAR HEALTH INC | 1,346,154 | $25.5B | 0.56% | |
| 21 | FIGFIGMA INC | 431,165 | $22.4B | 0.49% | |
| 22 | ROOTROOT INC | 154,320 | $13.8B | 0.30% | |
| 23 | GTMZOOMINFO TECHNOLOGIES INC | 670,000 | $7.3B | 0.16% | |
| 24 | STUBSTUBHUB HLDGS INC | 425,531 | $7.2B | 0.16% | |
| 25 | PTRNPATTERN GROUP INC | 489,700 | $6.7B | 0.15% | |
| 26 | ARXACCELERANT HOLDINGS | 336,361 | $5.0B | 0.11% |