Dragoneer Investment Group, LLC Portfolio Holdings by Sector
Dragoneer Investment Group, LLC
- $3.73 Billion
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Internet Retail | Consumer Cyclical
CPNG PDD GLBE 3 stocks |
$1.33 Million
35.72% of portfolio
|
  1  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Software—Application | Technology
CDAY DDOG DUOL JAMF ZI 5 stocks |
$810,126
21.71% of portfolio
|
  2  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
SQ CCCS 2 stocks |
$614,878
16.48% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$503,514
13.49% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Medical Devices | Healthcare
INSP 1 stocks |
$305,531
8.19% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
NU 1 stocks |
$135,945
3.64% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
OSCR 1 stocks |
$28,861
0.77% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|