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CIK: 0001602189
Total reported value
$2.8B
$2.8B
22 檔
84.5%
According to the latest 13F quarterly dataset, Dragoneer Investment Group, LLC managed an equity portfolio of $2.8B at the end of Q1 2025, spanning 22 distinct U.S. exchange-listed positions.
In Q1 2025, Dragoneer Investment Group, LLC adopted a defensive or profit-taking posture, trimming 4 positions and completely liquidating 55 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CPNG | Coupang Inc | Stock-Consumer Disc | 11.90% | -17.52% | EXIT | |
| 2 | PDD | Pdd Holdings Inc | Stock-Consumer Disc | 11.36% | — | -18.09% | |
| 3 | XYZ | Block Inc | Stock-Financials | 10.56% | -5.85% | EXIT | |
| 4 | INTU | Intuit Inc | Stock-Tech | 8.35% | — | — | |
| 5 | DUOL | Duolingo | Stock-Tech | 8.20% | — | +18.04% | |
| 6 | FLUT | Flutter Entertainment plc | Stock-Consumer Disc | 7.85% | — | — | |
| 7 | GLBE | Global-E Online Ltd. | Stock-Other | 6.26% | -10.17% | -30.40% | |
| 8 | DAY | Dayforce Inc | Stock-Other | 5.80% | — | +22.43% | |
| 9 | TEAM | Atlassian Corp-cl A | Stock-Tech | 4.96% | — | -38.78% | |
| 10 | INSP | Inspire Medical Systems Inc | Stock-Healthcare | 4.35% | — | +48.96% | |
| 11 | TTAN | Servicetitan Inc-a | Stock-Tech | 4.10% | +0.38% | — | |
| 12 | SAIL | Sailpoint Inc | Stock-Other | 3.16% | -3.53% | EXIT | |
| 13 | JAMF | Jamf Holding CORP | Stock-Other | 2.25% | — | -34.44% | |
| 14 | RBLX | Roblox CORP -class A | Stock-Comm Services | 2.15% | — | -82.63% | |
| 15 | NU | Nu Holdings Ltd. | Stock-Financials | 2.13% | -0.03% | — | |
| 16 | OSCR | Oscar Health Inc - Class A | Stock-Healthcare | 1.91% | -0.14% | EXIT | |
| 17 | CCC | Ccc Intelligent Solutions Ho | Stock-Tech | 1.75% | -0.17% | — | |
| 18 | DT | Dynatrace Inc | Stock-Tech | 1.19% | — | -73.12% | |
| 19 | KRMN | Karman Holdings Inc | Stock-Industrials | 0.63% | — | — | |
| 20 | DDOG | Datadog Inc - Class A | Stock-Tech | 0.57% | -1.07% | EXIT | |
| 21 | ROOT | Root Inc/oh -class A | Stock-Other | 0.43% | +0.07% | — | |
| 22 | GTM | Zoominfo Technologies Inc | Stock-Tech | 0.14% | -0.13% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GLBE | Global-E Online Ltd. | +5.4% | -30.40% | Add |
| 2 | XYZ | Block Inc | +5% | +79.93% | Add |
| 3 | OSCR | Oscar Health Inc - Class A | +1.2% | -27.09% | Add |
| 4 | RBLX | Roblox CORP -class A | +1% | -82.63% | Add |
| 5 | JAMF | Jamf Holding CORP | -1.9% | -34.44% | Trim |
| 6 | GTM | Zoominfo Technologies Inc | -2.1% | -89.40% | Trim |
| 7 | DDOG | Datadog Inc - Class A | -3.1% | — | Trim |
| 8 | DT | Dynatrace Inc | -4.3% | -73.12% | Trim |
| 9 | SNOW | Snowflake Inc | — | EXIT | Sold out |
| 10 | UBER | Uber Technologies Inc | — | EXIT | Sold out |
| 11 | CPNG | Coupang Inc | — | NEW | New buy |
| 12 | PDD | Pdd Holdings Inc | — | NEW | New buy |
| 13 | PCOR | Procore Technologies Inc | — | EXIT | Sold out |
| 14 | DASH | Doordash Inc - A | — | EXIT | Sold out |
| 15 | PTON | Peloton Interactive Inc-a | — | EXIT | Sold out |
| 16 | INTU | Intuit Inc | — | NEW | New buy |
| 17 | DUOL | Duolingo | — | NEW | New buy |
| 18 | PATH | Uipath Inc - Class A | — | EXIT | Sold out |
| 19 | FLUT | Flutter Entertainment plc | — | NEW | New buy |
| 20 | TWLO | Twilio Inc - A | — | EXIT | Sold out |
| 21 | DAY | Dayforce Inc | — | NEW | New buy |
| 22 | CARG | Cargurus Inc | — | EXIT | Sold out |
| 23 | TEAM | Atlassian Corp-cl A | — | NEW | New buy |
| 24 | INSP | Inspire Medical Systems Inc | — | NEW | New buy |
| 25 | TTAN | Servicetitan Inc-a | — | NEW | New buy |
| 26 | BABA | Alibaba Group Holding-sp Adr | — | EXIT | Sold out |
| 27 | SAIL | Sailpoint Inc | — | NEW | New buy |
| 28 | FND | Floor & Decor Holdings Inc-a | — | EXIT | Sold out |
| 29 | ✓ | Duck Creek Technologies Inc | — | EXIT | Sold out |
| 30 | FUBOGBP | Fubotv Inc | — | EXIT | Sold out |
| 31 | META | Meta Platforms Inc-class A | — | EXIT | Sold out |
| 32 | 0C3 | Endeavor Group Hold-class A | — | EXIT | Sold out |
| 33 | BMBL | Bumble Inc-a | — | EXIT | Sold out |
| 34 | ✓ | Datto Hldg CORP | — | EXIT | Sold out |
| 35 | NU | Nu Holdings Ltd. | — | NEW | New buy |
| 36 | ABNB | Airbnb Inc-class A | — | EXIT | Sold out |
| 37 | ROOTGBP | Root Inc/oh -class A | — | EXIT | Sold out |
| 38 | PLTK | Playtika Holding CORP | — | EXIT | Sold out |
| 39 | API | Agora Inc-adr | — | EXIT | Sold out |
| 40 | CCC | Ccc Intelligent Solutions Ho | — | NEW | New buy |
| 41 | 8DT | Squarespace Inc - Class A | — | EXIT | Sold out |
| 42 | TUYA | Tuya Inc | — | EXIT | Sold out |
| 43 | ✓ | Ironsource LTD | — | EXIT | Sold out |
| 44 | DLO | DLocal Limited | — | EXIT | Sold out |
| 45 | BZ | Kanzhun LTD - Adr | — | EXIT | Sold out |
| 46 | GDRX | Goodrx Holdings Inc-class A | — | EXIT | Sold out |
| 47 | SMARGBP | Smartsheet Inc-class A | — | EXIT | Sold out |
| 48 | ✓ | Health Assurn Acquisition Co | — | EXIT | Sold out |
| 49 | LFST | Lifestance Health Group Inc | — | EXIT | Sold out |
| 50 | AGL | agilon health, inc. | — | EXIT | Sold out |
According to official SEC Form 13F filings, Dragoneer Investment Group, LLC reported a total U.S. public equity portfolio value of $2.8B across 22 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including CPNG, PDD, XYZ) accounted for 84.5% of total reported equity market value during Q1 2025.
Top New Position Initiated
CPNG
市值: $565.4M
Top Position Liquidated / Trimmed
SNOW
前期市值: $743.9M
During Q1 2025, Dragoneer Investment Group, LLC's top holdings by market value included CPNG (11.9%)、PDD (11.4%)、XYZ (10.6%). The largest single position, CPNG, represented 11.9% of total portfolio value.
In Q1 2025, Dragoneer Investment Group, LLC made 77 total portfolio adjustments, initiating 14 new buys, adding to 4 positions, trimming 4 holdings, and fully liquidating 55 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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