Dragoneer Investment Group 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Dragoneer Investment Group disclosed 27 US equity positions worth $4.6bn in its Q4 2025 13F filing. The largest position was CPNG at 11.1% of the reported book, followed by NVDA and GLBE. Against the Q3 2025 filing, it opened 5 new positions, added to 4 and reduced 5 among the top 27 holdings.
What did Dragoneer Investment Group own in Q4 2025? Top 27 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | CPNG COUPANG INC | Consumer Cyclical | 11.1% | $509.0m | 21,576,556 | 47% | added |
| 2 | NVDA NVIDIA CORPORATION | Technology | 10.8% | $493.9m | 2,648,387 | 27% | added |
| 3 | GLBE GLOBAL E ONLINE LTD | Consumer Cyclical | 9.7% | $446.8m | 11,365,028 | -4% | reduced |
| 4 | CVNA CARVANA CO | Consumer Cyclical | 9.0% | $413.4m | 979,460 | 44% | added |
| 5 | DAY DAYFORCE INC | 7.2% | $328.5m | 4,749,842 | 0% | held | |
| 6 | XYZ BLOCK INC | Technology | 7.1% | $324.0m | 4,978,155 | -24% | reduced |
| 7 | MELI MERCADOLIBRE INC | Consumer Cyclical | 7.0% | $322.7m | 160,193 | 55% | added |
| 8 | KLAR KLARNA GROUP PLC | Financial Services | 5.2% | $239.5m | 8,283,616 | 0% | held |
| 9 | CHYM CHIME FINL INC | Technology | 4.7% | $215.2m | 8,548,884 | 0% | held |
| 10 | PDD PDD HOLDINGS INC | Consumer Cyclical | 4.5% | $208.1m | 1,835,428 | 0% | held |
| 11 | DUOL DUOLINGO INC | Technology | 4.4% | $203.6m | 1,159,887 | -27% | reduced |
| 12 | SAIL SAILPOINT INC | Technology | 3.5% | $161.8m | 8,000,000 | 0% | held |
| 13 | EXE EXPAND ENERGY CORPORATION | Energy | 3.2% | $145.6m | 1,319,618 | – | new |
| 14 | TTAN SERVICETITAN INC | Technology | 2.3% | $106.6m | 1,000,885 | 0% | held |
| 15 | CRK COMSTOCK RES INC | Energy | 2.2% | $99.6m | 4,298,202 | – | new |
| 16 | NU NU HLDGS LTD | Financial Services | 1.8% | $82.9m | 4,954,299 | 0% | held |
| 17 | CCC CCC INTELLIGENT SOLUTIONS HL | Technology | 1.6% | $73.1m | 9,196,301 | 0% | held |
| 18 | JAMF HLDG CORP | 1.2% | $56.3m | 4,328,286 | 0% | held | |
| 19 | DDOG DATADOG INC | Technology | 0.8% | $37.0m | 271,800 | 0% | held |
| 20 | NAVN NAVAN INC | 0.8% | $35.8m | 2,095,507 | – | new | |
| 21 | MDLN MEDLINE INC | Healthcare | 0.5% | $22.1m | 525,000 | – | new |
| 22 | FIG FIGMA INC | Technology | 0.4% | $16.1m | 431,165 | 0% | held |
| 23 | ROOT ROOT INC | Financial Services | 0.2% | $11.1m | 154,320 | 0% | held |
| 24 | OSCR OSCAR HEALTH INC | Healthcare | 0.2% | $9.4m | 657,435 | -51% | reduced |
| 25 | WLTH WEALTHFRONT CORP | 0.2% | $8.9m | 654,338 | – | new | |
| 26 | GEMINI SPACE STA INC | 0.2% | $8.0m | 810,000 | -50% | reduced | |
| 27 | GTM ZOOMINFO TECHNOLOGIES INC | Technology | 0.1% | $6.8m | 670,000 | 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.