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Dragoneer Investment Group Portfolio holdings

AUM $3B
1-Year Est. Return 6.95%
This Fund
S&P 500
This Quarter Est. Return
-8.99%
1 Year Est. Return
-6.95%
3 Year Est. Return
+45.61%
5 Year Est. Return
-5.47%
10 Year Est. Return
+467.77%
AUM
$4.75B
AUM Growth
-$973M
Cap. Flow
-$428M
Cap. Flow %
-9.01%
Top 10 Hldgs %
79.59%
Holding
26
New
3
Increased
5
Reduced
8
Closed
4

Top Buys

Rank Stock Value
1
INTU icon
Intuit
INTU
+$388M
2
XYZ
Block Inc
XYZ
+$306M
3
SAIL
SailPoint Inc
SAIL
+$174M
4
CPNG icon
Coupang
CPNG
+$122M
5
INSP icon
Inspire Medical Systems
INSP
+$77.2M

Top Sells

Rank Stock Value
1
RBLX icon
Roblox
RBLX
+$525M
2
TEAM icon
Atlassian
TEAM
+$186M
3
DASH icon
DoorDash
DASH
+$179M
4
GLBE icon
Global E Online
GLBE
+$179M
5
DT icon
Dynatrace
DT
+$178M

Sector Composition

Rank Sector Weight
1 Technology 51.02%
2 Consumer Discretionary 37.37%
3 Healthcare 6.26%
4 Financials 2.57%
5 Communication Services 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CPNG icon
1
Coupang
CPNG
$27.8B
$565M 11.9%
25,782,481
+5,241,204
+26% +$122M
PDD icon
2
Pinduoduo
PDD
$122B
$540M 11.36%
4,564,072
-1,008,022
-18% -$116M
XYZ
3
Block Inc
XYZ
$48.9B
$502M 10.56%
9,235,205
+4,102,453
+80% +$306M
INTU icon
4
Intuit
INTU
$85.4B
$397M 8.35%
+646,123
New +$388M
DUOL icon
5
Duolingo
DUOL
$6.51B
$390M 8.2%
1,255,861
+191,941
+18% +$65.6M
FLUT icon
6
Flutter Entertainment
FLUT
$18.8B
$373M 7.85%
1,683,408
– –
GLBE icon
7
Global E Online
GLBE
$6.53B
$298M 6.26%
8,347,360
-3,646,299
-30% -$179M
DAY
8
DELISTED
Dayforce
DAY
$276M 5.8%
4,726,250
+865,725
+22% +$55.8M
TEAM icon
9
Atlassian
TEAM
$25.2B
$236M 4.96%
1,111,717
-704,310
-39% -$186M
INSP icon
10
Inspire Medical Systems
INSP
$1.5B
$207M 4.35%
1,297,603
+426,493
+49% +$77.2M
TTAN
11
ServiceTitan Inc
TTAN
$7.54B
$195M 4.1%
2,048,965
– –
SAIL
12
SailPoint Inc
SAIL
$8.93B
$150M 3.16%
+8,000,000
New +$174M
JAMF
13
DELISTED
Jamf
JAMF
$107M 2.25%
8,818,589
-4,632,254
-34% -$66.4M
RBLX icon
14
Roblox
RBLX
$35.4B
$102M 2.15%
1,754,755
-8,346,341
-83% -$525M
NU icon
15
Nu Holdings
NU
$71.1B
$101M 2.13%
9,908,598
– –
OSCR icon
16
Oscar Health
OSCR
$9.48B
$90.7M 1.91%
6,917,448
-2,570,446
-27% -$38.2M
CCC
17
CCC Intelligent Solutions
CCC
$3.54B
$83M 1.75%
9,196,301
– –
DT icon
18
Dynatrace
DT
$12.8B
$56.5M 1.19%
1,198,790
-3,260,831
-73% -$178M
KRMN
19
Karman Holdings
KRMN
$6.5B
$30.1M 0.63%
+900,000
New +$29M
DDOG icon
20
Datadog
DDOG
$89.2B
$27M 0.57%
271,800
– –
ROOT icon
21
Root
ROOT
$953M
$20.6M 0.43%
154,320
– –
GTM
22
ZoomInfo Technologies
GTM
$958M
$6.7M 0.14%
670,000
-5,653,331
-89% -$59.3M
BZ icon
23
Kanzhun
BZ
$7.08B
– –
-4,038,315
Closed -$55.7M
DASH icon
24
DoorDash
DASH
$84.2B
– –
-1,069,006
Closed -$179M
PCOR icon
25
Procore
PCOR
$7.29B
– –
-633,824
Closed -$47.5M
1
2

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Dragoneer Investment Group's Q1 2025 Portfolio in Review

As of Q1 2025, Dragoneer Investment Group held 26 positions worth $4.75B, down 17% from $5.73B the previous quarter. Its ten largest holdings account for 80% of the portfolio.

Dragoneer Investment Group withdrew a net $428M in Q1 2025, closing 4 positions and reducing 8 holdings. Its most notable exit was DoorDash, an estimated $179M position sold in full.

By sector, the portfolio is most concentrated in Technology at 51% of assets, up from 42% a quarter earlier, followed by Consumer Discretionary and Healthcare.

Against the trend, Dragoneer Investment Group opened a new position in Intuit worth $397M.

  • Dragoneer Investment Group's largest Q1 2025 buy was Intuit: 646,123 shares worth $397M.
  • Dragoneer Investment Group added most to Block Inc in Q1 2025, an estimated $306M increase.
  • Dragoneer Investment Group's biggest Q1 2025 reduction was Roblox, cutting an estimated $525M.
  • Dragoneer Investment Group fully exited DoorDash in Q1 2025, selling an estimated $179M.
  • Dragoneer Investment Group's ten largest holdings make up 80% of its $4.75B portfolio in Q1 2025.
  • Dragoneer Investment Group opened 3 new positions and closed 4 in Q1 2025.
  • Dragoneer Investment Group's portfolio value fell 17% quarter-over-quarter to $4.75B.

Based on Dragoneer Investment Group's 13F filing for Q1 2025, filed 15 May 2025.