Dragoneer Investment Group 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
Dragoneer Investment Group disclosed 23 US equity positions worth $5.7bn in its Q4 2024 13F filing. The largest position was GLBE at 11.4% of the reported book, followed by RBLX and PDD. Against the Q3 2024 filing, it opened 3 new positions, added to 3 and reduced 9 among the top 23 holdings.
What did Dragoneer Investment Group own in Q4 2024? Top 23 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | GLBE GLOBAL E ONLINE LTD | Consumer Cyclical | 11.4% | $654.0m | 11,993,659 | -22% | reduced |
| 2 | RBLX ROBLOX CORP | Communication Services | 10.2% | $584.4m | 10,101,096 | -14% | reduced |
| 3 | PDD PDD HOLDINGS INC | Consumer Cyclical | 9.4% | $540.4m | 5,572,094 | 49% | added |
| 4 | CPNG COUPANG INC | Consumer Cyclical | 7.9% | $451.5m | 20,541,277 | 9% | added |
| 5 | TEAM ATLASSIAN CORPORATION | Technology | 7.7% | $442.0m | 1,816,027 | -50% | reduced |
| 6 | XYZ BLOCK INC | Technology | 7.6% | $436.2m | 5,132,752 | 52% | added |
| 7 | FLUTTER ENTMT PLC | 7.6% | $435.1m | 1,683,408 | 0% | held | |
| 8 | DUOL DUOLINGO INC | Technology | 6.0% | $345.0m | 1,063,920 | -31% | reduced |
| 9 | DAY DAYFORCE INC | 4.9% | $280.4m | 3,860,525 | -49% | reduced | |
| 10 | DT DYNATRACE INC | Technology | 4.2% | $242.4m | 4,459,621 | – | new |
| 11 | TTAN SERVICETITAN INC | Technology | 3.7% | $210.8m | 2,048,965 | – | new |
| 12 | JAMF HLDG CORP | 3.3% | $189.0m | 13,450,843 | -18% | reduced | |
| 13 | DASH DOORDASH INC | Consumer Cyclical | 3.1% | $179.3m | 1,069,006 | -48% | reduced |
| 14 | INSP INSPIRE MED SYS INC | Healthcare | 2.8% | $161.5m | 871,110 | – | new |
| 15 | OSCR OSCAR HEALTH INC | Healthcare | 2.2% | $127.5m | 9,487,894 | 0% | held |
| 16 | CCC CCC INTELLIGENT SOLUTIONS HL | Technology | 1.9% | $107.9m | 9,196,301 | 0% | held |
| 17 | NU NU HLDGS LTD | Financial Services | 1.8% | $102.7m | 9,908,598 | 0% | held |
| 18 | GTM ZOOMINFO TECHNOLOGIES INC | Technology | 1.2% | $66.5m | 6,323,331 | -71% | reduced |
| 19 | BZ KANZHUN LIMITED | Communication Services | 1.0% | $55.7m | 4,038,315 | -63% | reduced |
| 20 | PCOR PROCORE TECHNOLOGIES INC | Technology | 0.8% | $47.5m | 633,824 | 0% | held |
| 21 | DDOG DATADOG INC | Technology | 0.7% | $38.8m | 271,800 | 0% | held |
| 22 | IBTA IBOTTA INC | Technology | 0.3% | $16.3m | 250,000 | 0% | held |
| 23 | ROOT ROOT INC | Financial Services | 0.2% | $11.2m | 154,320 | 0% | held |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.