Dragoneer Investment Group 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Dragoneer Investment Group disclosed 26 US equity positions worth $4.5bn in its Q3 2025 13F filing. The largest position was DUOL at 11.2% of the reported book, followed by XYZ and CPNG. Against the Q2 2025 filing, it opened 9 new positions, added to 2 and reduced 7 among the top 26 holdings.
What did Dragoneer Investment Group own in Q3 2025? Top 26 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | DUOL DUOLINGO INC | Technology | 11.2% | $508.8m | 1,580,787 | 324% | added |
| 2 | XYZ BLOCK INC | Technology | 10.5% | $473.4m | 6,549,747 | -29% | reduced |
| 3 | CPNG COUPANG INC | Consumer Cyclical | 10.4% | $472.2m | 14,665,691 | -30% | reduced |
| 4 | GLBE GLOBAL E ONLINE LTD | Consumer Cyclical | 9.4% | $425.1m | 11,887,078 | 18% | added |
| 5 | NVDA NVIDIA CORPORATION | Technology | 8.6% | $387.8m | 2,078,387 | -35% | reduced |
| 6 | DAY DAYFORCE INC | 7.2% | $327.2m | 4,749,842 | 0% | held | |
| 7 | KLAR KLARNA GROUP PLC | Financial Services | 6.7% | $303.6m | 8,283,616 | – | new |
| 8 | CVNA CARVANA CO | Consumer Cyclical | 5.7% | $256.1m | 678,921 | – | new |
| 9 | PDD PDD HOLDINGS INC | Consumer Cyclical | 5.4% | $242.6m | 1,835,428 | -48% | reduced |
| 10 | MELI MERCADOLIBRE INC | Consumer Cyclical | 5.3% | $241.6m | 103,379 | – | new |
| 11 | SAIL SAILPOINT INC | Technology | 3.9% | $176.6m | 8,000,000 | 0% | held |
| 12 | CHYM CHIME FINL INC | Technology | 3.8% | $172.4m | 8,548,884 | 0% | held |
| 13 | TTAN SERVICETITAN INC | Technology | 2.2% | $100.9m | 1,000,885 | -17% | reduced |
| 14 | CCC CCC INTELLIGENT SOLUTIONS HL | Technology | 1.8% | $83.8m | 9,196,301 | 0% | held |
| 15 | NU NU HLDGS LTD | Financial Services | 1.8% | $79.3m | 4,954,299 | -50% | reduced |
| 16 | FLNC FLUENCE ENERGY INC | Utilities | 1.5% | $65.9m | 6,100,265 | – | new |
| 17 | JAMF HLDG CORP | 1.0% | $46.3m | 4,328,286 | 0% | held | |
| 18 | GEMINI SPACE STA INC | 0.9% | $38.8m | 1,620,000 | – | new | |
| 19 | DDOG DATADOG INC | Technology | 0.9% | $38.7m | 271,800 | -88% | reduced |
| 20 | OSCR OSCAR HEALTH INC | Healthcare | 0.6% | $25.5m | 1,346,154 | 0% | held |
| 21 | FIG FIGMA INC | Technology | 0.5% | $22.4m | 431,165 | – | new |
| 22 | ROOT ROOT INC | Financial Services | 0.3% | $13.8m | 154,320 | 0% | held |
| 23 | GTM ZOOMINFO TECHNOLOGIES INC | Technology | 0.2% | $7.3m | 670,000 | 0% | held |
| 24 | STUB STUBHUB HLDGS INC | Communication Services | 0.2% | $7.2m | 425,531 | – | new |
| 25 | PTRN PATTERN GROUP INC | 0.1% | $6.7m | 489,700 | – | new | |
| 26 | ARX ACCELERANT HOLDINGS | 0.1% | $5.0m | 336,361 | – | 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.