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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
+1.86%
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
$4.53B
AUM Growth
-$370M
Cap. Flow
-$481M
Cap. Flow %
-10.63%
Top 10 Hldgs %
80.33%
Holding
29
New
9
Increased
2
Reduced
7
Closed
3

Top Buys

Rank Stock Value
1
DUOL icon
Duolingo
DUOL
+$404M
2
KLAR
Klarna Group
KLAR
+$355M
3
MELI icon
Mercado Libre
MELI
+$248M
4
CVNA icon
Carvana
CVNA
+$243M
5
GLBE icon
Global E Online
GLBE
+$62.5M

Top Sells

Rank Stock Value
1
FLUT icon
Flutter Entertainment
FLUT
+$481M
2
INSP icon
Inspire Medical Systems
INSP
+$306M
3
DDOG icon
Datadog
DDOG
+$273M
4
PDD icon
Pinduoduo
PDD
+$201M
5
XYZ
Block Inc
XYZ
+$201M

Sector Composition

Rank Sector Weight
1 Technology 51.94%
2 Consumer Discretionary 36.16%
3 Financials 9.73%
4 Utilities 1.45%
5 Healthcare 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DUOL icon
1
Duolingo
DUOL
$6.26B
$509M 11.23%
1,580,787
+1,208,346
+324% +$404M
XYZ
2
Block Inc
XYZ
$48B
$473M 10.45%
6,549,747
-2,683,768
-29% -$201M
CPNG icon
3
Coupang
CPNG
$28.8B
$472M 10.43%
14,665,691
-6,227,761
-30% -$188M
GLBE icon
4
Global E Online
GLBE
$6.4B
$425M 9.39%
11,887,078
+1,831,063
+18% +$62.5M
NVDA icon
5
NVIDIA
NVDA
$4.78T
$388M 8.56%
2,078,387
-1,108,613
-35% -$193M
DAY
6
DELISTED
Dayforce
DAY
$327M 7.23%
4,749,842
– –
KLAR
7
Klarna Group
KLAR
$6.99B
$304M 6.7%
+8,283,616
New +$355M
CVNA icon
8
Carvana
CVNA
$45.7B
$256M 5.66%
+3,394,605
New +$243M
PDD icon
9
Pinduoduo
PDD
$121B
$243M 5.36%
1,835,428
-1,700,180
-48% -$201M
MELI icon
10
Mercado Libre
MELI
$93.3B
$242M 5.33%
+103,379
New +$248M
SAIL
11
SailPoint Inc
SAIL
$8.96B
$177M 3.9%
8,000,000
– –
CHYM
12
Chime Financial
CHYM
$8.36B
$172M 3.81%
8,548,884
– –
TTAN
13
ServiceTitan Inc
TTAN
$7.29B
$101M 2.23%
1,000,885
-205,272
-17% -$22.5M
CCC
14
CCC Intelligent Solutions
CCC
$3.57B
$83.8M 1.85%
9,196,301
– –
NU icon
15
Nu Holdings
NU
$70B
$79.3M 1.75%
4,954,299
-4,954,299
-50% -$69.1M
FLNC icon
16
Fluence Energy
FLNC
$1.74B
$65.9M 1.45%
+6,100,265
New +$51M
JAMF
17
DELISTED
Jamf
JAMF
$46.3M 1.02%
4,328,286
– –
GEMI
18
Gemini Space Station
GEMI
$555M
$38.8M 0.86%
+1,620,000
New +$41.8M
DDOG icon
19
Datadog
DDOG
$91.1B
$38.7M 0.85%
271,800
-1,982,763
-88% -$273M
OSCR icon
20
Oscar Health
OSCR
$8.69B
$25.5M 0.56%
1,346,154
– –
FIG
21
Figma
FIG
$12.1B
$22.4M 0.49%
+431,165
New +$29.6M
ROOT icon
22
Root
ROOT
$959M
$13.8M 0.31%
154,320
– –
GTM
23
ZoomInfo Technologies
GTM
$928M
$7.31M 0.16%
670,000
– –
STUB
24
StubHub Holdings
STUB
$3.23B
$7.17M 0.16%
+425,531
New +$7.8M
PTRN
25
Pattern Group Inc
PTRN
$4.16B
$6.71M 0.15%
+489,700
New +$6.82M
1
2

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Dragoneer Investment Group's Q3 2025 Portfolio in Review

As of Q3 2025, Dragoneer Investment Group held 29 positions worth $4.53B, down 7.6% from $4.9B the previous quarter. Its ten largest holdings account for 80% of the portfolio.

Dragoneer Investment Group withdrew a net $481M in Q3 2025, closing 3 positions and reducing 7 holdings. Its most notable exit was Flutter Entertainment, an estimated $481M position sold in full.

By sector, the portfolio is most concentrated in Technology at 52% of assets, down from 53% a quarter earlier, followed by Consumer Discretionary and Financials.

Against the trend, Dragoneer Investment Group opened a new position in Klarna Group worth $304M.

  • Dragoneer Investment Group's largest Q3 2025 buy was Klarna Group: 8,283,616 shares worth $304M.
  • Dragoneer Investment Group added most to Duolingo in Q3 2025, an estimated $404M increase.
  • Dragoneer Investment Group's biggest Q3 2025 reduction was Datadog, cutting an estimated $273M.
  • Dragoneer Investment Group fully exited Flutter Entertainment in Q3 2025, selling an estimated $481M.
  • Dragoneer Investment Group's ten largest holdings make up 80% of its $4.53B portfolio in Q3 2025.
  • Dragoneer Investment Group opened 9 new positions and closed 3 in Q3 2025.
  • Dragoneer Investment Group's portfolio value fell 7.6% quarter-over-quarter to $4.53B.

Based on Dragoneer Investment Group's 13F filing for Q3 2025, filed 14 Nov 2025.