Dragoneer Investment Group 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Dragoneer Investment Group disclosed 20 US equity positions worth $4.9bn in its Q2 2025 13F filing. The largest position was XYZ at 12.8% of the reported book, followed by CPNG and NVDA. Against the Q1 2025 filing, it opened 3 new positions, added to 3 and reduced 6 among the top 20 holdings.
What did Dragoneer Investment Group own in Q2 2025? Top 20 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | XYZ BLOCK INC | Technology | 12.8% | $627.2m | 9,233,515 | -0% | held |
| 2 | CPNG COUPANG INC | Consumer Cyclical | 12.8% | $626.0m | 20,893,452 | -19% | reduced |
| 3 | NVDA NVIDIA CORPORATION | Technology | 10.3% | $503.5m | 3,187,000 | – | new |
| 4 | FLUTTER ENTMT PLC | 9.8% | $481.1m | 1,683,408 | 0% | held | |
| 5 | PDD PDD HOLDINGS INC | Consumer Cyclical | 7.6% | $370.0m | 3,535,608 | -23% | reduced |
| 6 | GLBE GLOBAL E ONLINE LTD | Consumer Cyclical | 6.9% | $337.3m | 10,056,015 | 20% | added |
| 7 | INSP INSPIRE MED SYS INC | Healthcare | 6.2% | $305.5m | 2,354,411 | 81% | added |
| 8 | DDOG DATADOG INC | Technology | 6.2% | $302.9m | 2,254,563 | 729% | added |
| 9 | CHYM CHIME FINL INC | Technology | 6.0% | $295.0m | 8,548,884 | – | new |
| 10 | DAY DAYFORCE INC | 5.4% | $263.1m | 4,749,842 | 0% | held | |
| 11 | SAIL SAILPOINT INC | Technology | 3.7% | $182.9m | 8,000,000 | 0% | held |
| 12 | DUOL DUOLINGO INC | Technology | 3.1% | $152.7m | 372,441 | -70% | reduced |
| 13 | NU NU HLDGS LTD | Financial Services | 2.8% | $135.9m | 9,908,598 | 0% | held |
| 14 | TTAN SERVICETITAN INC | Technology | 2.6% | $129.3m | 1,206,157 | -41% | reduced |
| 15 | CCC CCC INTELLIGENT SOLUTIONS HL | Technology | 1.8% | $86.5m | 9,196,301 | 0% | held |
| 16 | JAMF HLDG CORP | 0.8% | $41.2m | 4,328,286 | -51% | reduced | |
| 17 | OSCR OSCAR HEALTH INC | Healthcare | 0.6% | $28.9m | 1,346,154 | -81% | reduced |
| 18 | ROOT ROOT INC | Financial Services | 0.4% | $19.7m | 154,320 | 0% | held |
| 19 | GTM ZOOMINFO TECHNOLOGIES INC | Technology | 0.1% | $6.8m | 670,000 | 0% | held |
| 20 | HNGE HINGE HEALTH INC | Healthcare | 0.1% | $3.6m | 69,283 | – | new |
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.