Dragoneer Investment Group portfolio · 2025-03-31
Disclosed long book
$4.75 billion
Long positions
22
Calls / puts
0 / 0
Top 5 concentration
50.4%
Longs with AI data
3 / 22
Average AI 1Y
+23.3%
13F filing comparison
Quarter-over-quarter changes
2024-12-31 to 2025-03-31
Newly reported
3
No longer reported
4
Increased
5
Reduced
8
Newly reported this quarter
Present now and absent from the immediately preceding comparable filing.
| Position | Kind | Shares | Value |
|---|---|---|---|
INTU INTUIT | LONG | 646,123 | $396.7 million |
SAILPOINT INC SAILPOINT INC | LONG | 8,000,000 | $150.0 million |
KARMAN HLDGS INC KARMAN HLDGS INC | LONG | 900,000 | $30.1 million |
No longer reported this quarter
Present in the prior comparable filing and absent from this one.
| Position | Kind | Prior shares | Prior value |
|---|---|---|---|
DOORDASH INC DOORDASH INC · CL A | LONG | 1,069,006 | $179.3 million |
IBOTTA INC IBOTTA INC · CLASS A COM SHS | LONG | 250,000 | $16.3 million |
KANZHUN LIMITED KANZHUN LIMITED · SPONSORED ADS | LONG | 4,038,315 | $55.7 million |
PROCORE TECHNOLOGIES INC PROCORE TECHNOLOGIES INC · COM | LONG | 633,824 | $47.5 million |
“No longer reported” means the position is absent from this comparable 13F filing. It does not prove the manager sold it: reporting thresholds, confidential treatment, corporate actions, or instrument changes can also explain the omission.
| Position | Kind | Shares | Value | Long weight | Quarter change | AI at filing · 1Y | AI now |
|---|---|---|---|---|---|---|---|
COUPANG INC COUPANG INC · CL A · 22266T109 | LONG | 25,782,481 | $565.4 million | 11.9% | INCREASED | — | 1Y — 5Y — |
PINDUODUO INC PINDUODUO INC · SPONSORED ADS · 722304102 | LONG | 4,564,072 | $540.2 million | 11.4% | REDUCED | — | 1Y — 5Y — |
BLOCK INC BLOCK INC · CL A · 852234103 | LONG | 9,235,205 | $501.7 million | 10.6% | INCREASED | — | 1Y — 5Y — |
INTU Intuit Inc. | LONG | 646,123 | $396.7 million | 8.3% | NEWLY REPORTED | — | 1Y +15.7% 5Y +94.7% · 24 models |
DUOLINGO INC DUOLINGO INC · CL A COM · 26603R106 | LONG | 1,255,861 | $390.0 million | 8.2% | INCREASED | — | 1Y — 5Y — |
FLUTTER ENTMT PLC FLUTTER ENTMT PLC · SHS · G3643J108 | LONG | 1,683,408 | $373.0 million | 7.8% | UNCHANGED | — | 1Y — 5Y — |
GLOBAL E ONLINE LTD GLOBAL E ONLINE LTD · SHS · M5216V106 | LONG | 8,347,360 | $297.6 million | 6.3% | REDUCED | — | 1Y — 5Y — |
CERIDIAN HCM HLDG INC CERIDIAN HCM HLDG INC · COM · 15677J108 | LONG | 4,726,250 | $275.7 million | 5.8% | INCREASED | — | 1Y — 5Y — |
ATLASSIAN CORPORATION ATLASSIAN CORPORATION · CL A · 049468101 | LONG | 1,111,717 | $235.9 million | 5.0% | REDUCED | — | 1Y — 5Y — |
INSPIRE MED SYS INC INSPIRE MED SYS INC · COM · 457730109 | LONG | 1,297,603 | $206.7 million | 4.3% | INCREASED | — | 1Y — 5Y — |
SERVICETITAN INC SERVICETITAN INC · SHS CL A · 81764X103 | LONG | 2,048,965 | $194.9 million | 4.1% | UNCHANGED | — | 1Y — 5Y — |
SAILPOINT INC SAILPOINT INC · COM · 78781J109 | LONG | 8,000,000 | $150.0 million | 3.2% | NEWLY REPORTED | — | 1Y — 5Y — |
JAMF HLDG CORP JAMF HLDG CORP · COM · 47074L105 | LONG | 8,818,589 | $107.1 million | 2.3% | REDUCED | — | 1Y — 5Y — |
RBLX Roblox Corp | LONG | 1,754,755 | $102.3 million | 2.2% | REDUCED | — | 1Y +23.8% 5Y +134.4% · 24 models |
NU HLDGS LTD NU HLDGS LTD · ORD SHS CL A · G6683N103 | LONG | 9,908,598 | $101.5 million | 2.1% | UNCHANGED | — | 1Y — 5Y — |
OSCR OSCAR Health Inc | LONG | 6,917,448 | $90.7 million | 1.9% | REDUCED | — | 1Y +30.3% 5Y +145.0% · 24 models |
CCC INTELLIGENT SOLUTIONS HL CCC INTELLIGENT SOLUTIONS HL · COM · 12510Q100 | LONG | 9,196,301 | $83.0 million | 1.7% | UNCHANGED | — | 1Y — 5Y — |
DYNATRACE INC DYNATRACE INC · COM NEW · 268150109 | LONG | 1,198,790 | $56.5 million | 1.2% | REDUCED | — | 1Y — 5Y — |
KARMAN HLDGS INC KARMAN HLDGS INC · COMMON STOCK · 485924104 | LONG | 900,000 | $30.1 million | 0.6% | NEWLY REPORTED | — | 1Y — 5Y — |
DATADOG INC DATADOG INC · CL A COM · 23804L103 | LONG | 271,800 | $27.0 million | 0.6% | UNCHANGED | — | 1Y — 5Y — |
ROOT INC ROOT INC · CL A NEW · 77664L207 | LONG | 154,320 | $20.6 million | 0.4% | UNCHANGED | — | 1Y — 5Y — |
ZOOMINFO TECHNOLOGIES INC ZOOMINFO TECHNOLOGIES INC · COMMON STOCK · 98980F104 | LONG | 670,000 | $6.7 million | 0.1% | REDUCED | — | 1Y — 5Y — |