Dragoneer Investment Group 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Dragoneer Investment Group disclosed 22 US equity positions worth $4.8bn in its Q1 2025 13F filing. The largest position was CPNG at 11.9% of the reported book, followed by PDD and XYZ. Against the Q4 2024 filing, it opened 3 new positions, added to 5 and reduced 8 among the top 22 holdings.
What did Dragoneer Investment Group own in Q1 2025? Top 22 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | CPNG COUPANG INC | Consumer Cyclical | 11.9% | $565.4m | 25,782,481 | 26% | added |
| 2 | PDD PDD HOLDINGS INC | Consumer Cyclical | 11.4% | $540.2m | 4,564,072 | -18% | reduced |
| 3 | XYZ BLOCK INC | Technology | 10.6% | $501.7m | 9,235,205 | 80% | added |
| 4 | INTU INTUIT | Technology | 8.3% | $396.7m | 646,123 | – | new |
| 5 | DUOL DUOLINGO INC | Technology | 8.2% | $390.0m | 1,255,861 | 18% | added |
| 6 | FLUTTER ENTMT PLC | 7.8% | $373.0m | 1,683,408 | 0% | held | |
| 7 | GLBE GLOBAL E ONLINE LTD | Consumer Cyclical | 6.3% | $297.6m | 8,347,360 | -30% | reduced |
| 8 | DAY DAYFORCE INC | 5.8% | $275.7m | 4,726,250 | 22% | added | |
| 9 | TEAM ATLASSIAN CORPORATION | Technology | 5.0% | $235.9m | 1,111,717 | -39% | reduced |
| 10 | INSP INSPIRE MED SYS INC | Healthcare | 4.3% | $206.7m | 1,297,603 | 49% | added |
| 11 | TTAN SERVICETITAN INC | Technology | 4.1% | $194.9m | 2,048,965 | 0% | held |
| 12 | SAIL SAILPOINT INC | Technology | 3.2% | $150.0m | 8,000,000 | – | new |
| 13 | JAMF HLDG CORP | 2.3% | $107.1m | 8,818,589 | -34% | reduced | |
| 14 | RBLX ROBLOX CORP | Communication Services | 2.2% | $102.3m | 1,754,755 | -83% | reduced |
| 15 | NU NU HLDGS LTD | Financial Services | 2.1% | $101.5m | 9,908,598 | 0% | held |
| 16 | OSCR OSCAR HEALTH INC | Healthcare | 1.9% | $90.7m | 6,917,448 | -27% | reduced |
| 17 | CCC CCC INTELLIGENT SOLUTIONS HL | Technology | 1.7% | $83.0m | 9,196,301 | 0% | held |
| 18 | DT DYNATRACE INC | Technology | 1.2% | $56.5m | 1,198,790 | -73% | reduced |
| 19 | KRMN KARMAN HLDGS INC | Industrials | 0.6% | $30.1m | 900,000 | – | new |
| 20 | DDOG DATADOG INC | Technology | 0.6% | $27.0m | 271,800 | 0% | held |
| 21 | ROOT ROOT INC | Financial Services | 0.4% | $20.6m | 154,320 | 0% | held |
| 22 | GTM ZOOMINFO TECHNOLOGIES INC | Technology | 0.1% | $6.7m | 670,000 | -89% | reduced |
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.