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
0 / 22
Average AI 1Y
—
| 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 — |
INTUIT INTUIT · COM · 461202103 | LONG | 646,123 | $396.7 million | 8.3% | NEWLY REPORTED | — | 1Y — 5Y — |
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 — |
ROBLOX CORP ROBLOX CORP · CL A · 771049103 | LONG | 1,754,755 | $102.3 million | 2.2% | REDUCED | — | 1Y — 5Y — |
NU HLDGS LTD NU HLDGS LTD · ORD SHS CL A · G6683N103 | LONG | 9,908,598 | $101.5 million | 2.1% | UNCHANGED | — | 1Y — 5Y — |
OSCAR HEALTH INC OSCAR HEALTH INC · CL A · 687793109 | LONG | 6,917,448 | $90.7 million | 1.9% | REDUCED | — | 1Y — 5Y — |
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 — |