Dragoneer Investment Group, LLC Portfolio Holdings

Dragoneer Investment Group, LLC

  • $3.8 Billion
  • Q1 2025

Dragoneer Investment Group, LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $3.8 Billion distributed in 22 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Coupang, Inc. with a value of $565M, Pinduoduo Inc. with a value of $540M, Block, Inc. with a value of $528M, Intuit Inc with a value of $397M, and Duolingo, Inc. with a value of $390M.

Examining the 13F form we can see an decrease of $775M in the current position value, from $4.58B to 3.8B.

Dragoneer Investment Group, LLC is based out at San Francisco, CA

Below you can find more details about Dragoneer Investment Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $3.8 Billion
Technology: $1.9 Billion
Consumer Cyclical: $1.4 Billion
Healthcare: $297 Million
Communication Services: $102 Million
Financial Services: $101 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$45.4B
$565 Million 14.86% of portfolio
25,782,481
Q1 2025 Added 25.52%
$126B
$540 Million 14.2% of portfolio
4,564,072
Q1 2025 Reduced 18.09%
$30.3B
$528 Million 13.89% of portfolio
9,235,205
Q1 2025 Added 79.93%
$216B
$397 Million 10.43% of portfolio
646,123
Q1 2025 New
$16B
$390 Million 10.25% of portfolio
1,255,861
Q1 2025 Added 18.04%
$9.88B
$305 Million 8.02% of portfolio
4,726,250
Q1 2025 Added 22.43%
$5.41B
$298 Million 7.82% of portfolio
8,347,360
Q1 2025 Reduced 30.4%
$3.91B
$207 Million 5.43% of portfolio
1,297,603
Q1 2025 Added 48.96%
$1.27B
$107 Million 2.82% of portfolio
8,818,589
Q1 2025 Reduced 34.44%
$51.4B
$102 Million 2.69% of portfolio
1,754,755
Q1 2025 Reduced 82.63%
$43.1B
$101 Million 2.67% of portfolio
9,908,598
Q3 2024 Reduced 25.0%
$2.77B
$90.7 Million 2.38% of portfolio
6,917,448
Q1 2025 Reduced 27.09%
$5.53B
$83 Million 2.18% of portfolio
9,196,301
Q3 2024 Reduced 42.18%
$15.8B
$56.5 Million 1.49% of portfolio
1,198,790
Q1 2025 Reduced 73.12%
$35.4B
$27 Million 0.71% of portfolio
271,800
Q1 2024 Reduced 88.95%
$4.03B
$6.7 Million 0.18% of portfolio
670,000
Q1 2025 Reduced 89.4%
Flutter Entmt PLC
-
$0 0.0% of portfolio
-
Q1 2024 New
Root Inc
-
$0 0.0% of portfolio
-
Q3 2022 New
Sailpoint Inc
-
$0 0.0% of portfolio
-
Q1 2025 New
Servicetitan Inc
-
$0 0.0% of portfolio
-
Q4 2024 New
Atlassian Corporation
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 38.78%

Summary

  • Portfolio
  • No. of Stocks 22
  • Current Value $3.8 Billion
  • Prior Value $4.58 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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