Dragoneer Investment Group, LLC Portfolio Holdings

Dragoneer Investment Group, LLC

  • $3.73 Billion
  • Q2 2025

Dragoneer Investment Group, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $3.73 Billion distributed in 20 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Coupang, Inc. with a value of $626M, Block, Inc. with a value of $528M, Nvidia Corp with a value of $504M, Pinduoduo Inc. with a value of $370M, and Global E Online Ltd. with a value of $337M.

Examining the 13F form we can see an decrease of $72.7M in the current position value, from $3.8B to 3.73B.

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 $3.73 Billion
Technology: $1.93 Billion
Consumer Cyclical: $1.33 Billion
Healthcare: $334 Million
Financial Services: $136 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$50.1B
$626 Million 16.77% of portfolio
20,893,452
Q2 2025 Reduced 18.96%
$30.3B
$528 Million 14.16% of portfolio
9,233,515
Q2 2025 Reduced 0.02%
$419B
$504 Million 13.49% of portfolio
3,187,000
Q2 2025 New
$158B
$370 Million 9.91% of portfolio
3,535,608
Q2 2025 Reduced 22.53%
$5.68B
$337 Million 9.04% of portfolio
10,056,015
Q2 2025 Added 20.47%
$9.88B
$307 Million 8.22% of portfolio
4,749,842
Q2 2025 Added 0.5%
$2.41B
$306 Million 8.19% of portfolio
2,354,411
Q2 2025 Added 81.44%
$39.7B
$303 Million 8.11% of portfolio
2,254,563
Q2 2025 Added 729.49%
$8.3B
$153 Million 4.09% of portfolio
372,441
Q2 2025 Reduced 70.34%
$54.2B
$136 Million 3.64% of portfolio
9,908,598
Q3 2024 Reduced 25.0%
$6.11B
$86.5 Million 2.32% of portfolio
9,196,301
Q3 2024 Reduced 42.18%
$1.16B
$41.2 Million 1.1% of portfolio
4,328,286
Q2 2025 Reduced 50.92%
$3.59B
$28.9 Million 0.77% of portfolio
1,346,154
Q2 2025 Reduced 80.54%
$4.09B
$6.8 Million 0.18% of portfolio
670,000
Q1 2025 Reduced 89.4%
Servicetitan Inc
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 41.13%
Sailpoint Inc
-
$0 0.0% of portfolio
-
Q1 2025 New
Chime Finl Inc
-
$0 0.0% of portfolio
-
Q2 2025 New
Hinge Health Inc
-
$0 0.0% of portfolio
-
Q2 2025 New
Flutter Entmt PLC
-
$0 0.0% of portfolio
-
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 20
  • Current Value $3.73 Billion
  • Prior Value $3.8 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 3 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
Track This Portfolio

Track Dragoneer Investment Group, LLC Portfolio

Follow Dragoneer Investment Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Dragoneer Investment Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dragoneer Investment Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email