Dragoneer Investment Group portfolio · 2025-06-30
Disclosed long book
$4.90 billion
Long positions
20
Calls / puts
0 / 0
Top 5 concentration
53.2%
Longs with AI data
2 / 20
Average AI 1Y
+32.2%
13F filing comparison
Quarter-over-quarter changes
2025-03-31 to 2025-06-30
Newly reported
3
No longer reported
5
Increased
4
Reduced
7
Newly reported this quarter
Present now and absent from the immediately preceding comparable filing.
| Position | Kind | Shares | Value |
|---|---|---|---|
NVDA NVIDIA CORPORATION | LONG | 3,187,000 | $503.5 million |
CHIME FINL INC CHIME FINL INC | LONG | 8,548,884 | $295.0 million |
HINGE HEALTH INC HINGE HEALTH INC | LONG | 69,283 | $3.6 million |
No longer reported this quarter
Present in the prior comparable filing and absent from this one.
| Position | Kind | Prior shares | Prior value |
|---|---|---|---|
ATLASSIAN CORPORATION ATLASSIAN CORPORATION · CL A | LONG | 1,111,717 | $235.9 million |
DYNATRACE INC DYNATRACE INC · COM NEW | LONG | 1,198,790 | $56.5 million |
INTUIT INTUIT · COM | LONG | 646,123 | $396.7 million |
KARMAN HLDGS INC KARMAN HLDGS INC · COMMON STOCK | LONG | 900,000 | $30.1 million |
ROBLOX CORP ROBLOX CORP · CL A | LONG | 1,754,755 | $102.3 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 |
|---|---|---|---|---|---|---|---|
BLOCK INC BLOCK INC · CL A · 852234103 | LONG | 9,233,515 | $627.2 million | 12.8% | REDUCED | — | 1Y — 5Y — |
COUPANG INC COUPANG INC · CL A · 22266T109 | LONG | 20,893,452 | $626.0 million | 12.8% | REDUCED | — | 1Y — 5Y — |
NVDA NVIDIA Corporation | LONG | 3,187,000 | $503.5 million | 10.3% | NEWLY REPORTED | 45.7% | 1Y +34.1% 5Y +197.4% · 27 models |
FLUTTER ENTMT PLC FLUTTER ENTMT PLC · SHS · G3643J108 | LONG | 1,683,408 | $481.1 million | 9.8% | UNCHANGED | — | 1Y — 5Y — |
PINDUODUO INC PINDUODUO INC · SPONSORED ADS · 722304102 | LONG | 3,535,608 | $370.0 million | 7.6% | REDUCED | — | 1Y — 5Y — |
GLOBAL E ONLINE LTD GLOBAL E ONLINE LTD · SHS · M5216V106 | LONG | 10,056,015 | $337.3 million | 6.9% | INCREASED | — | 1Y — 5Y — |
INSPIRE MED SYS INC INSPIRE MED SYS INC · COM · 457730109 | LONG | 2,354,411 | $305.5 million | 6.2% | INCREASED | — | 1Y — 5Y — |
DATADOG INC DATADOG INC · CL A COM · 23804L103 | LONG | 2,254,563 | $302.9 million | 6.2% | INCREASED | — | 1Y — 5Y — |
CHIME FINL INC CHIME FINL INC · COM SHS CL A · 16935C109 | LONG | 8,548,884 | $295.0 million | 6.0% | NEWLY REPORTED | — | 1Y — 5Y — |
CERIDIAN HCM HLDG INC CERIDIAN HCM HLDG INC · COM · 15677J108 | LONG | 4,749,842 | $263.1 million | 5.4% | INCREASED | — | 1Y — 5Y — |
SAILPOINT INC SAILPOINT INC · COM · 78781J109 | LONG | 8,000,000 | $182.9 million | 3.7% | UNCHANGED | — | 1Y — 5Y — |
DUOLINGO INC DUOLINGO INC · CL A COM · 26603R106 | LONG | 372,441 | $152.7 million | 3.1% | REDUCED | — | 1Y — 5Y — |
NU HLDGS LTD NU HLDGS LTD · ORD SHS CL A · G6683N103 | LONG | 9,908,598 | $135.9 million | 2.8% | UNCHANGED | — | 1Y — 5Y — |
SERVICETITAN INC SERVICETITAN INC · SHS CL A · 81764X103 | LONG | 1,206,157 | $129.3 million | 2.6% | REDUCED | — | 1Y — 5Y — |
CCC INTELLIGENT SOLUTIONS HL CCC INTELLIGENT SOLUTIONS HL · COM · 12510Q100 | LONG | 9,196,301 | $86.5 million | 1.8% | UNCHANGED | — | 1Y — 5Y — |
JAMF HLDG CORP JAMF HLDG CORP · COM · 47074L105 | LONG | 4,328,286 | $41.2 million | 0.8% | REDUCED | — | 1Y — 5Y — |
OSCR OSCAR Health Inc | LONG | 1,346,154 | $28.9 million | 0.6% | REDUCED | 30.7% | 1Y +30.3% 5Y +145.0% · 24 models |
ROOT INC ROOT INC · CL A NEW · 77664L207 | LONG | 154,320 | $19.7 million | 0.4% | UNCHANGED | — | 1Y — 5Y — |
ZOOMINFO TECHNOLOGIES INC ZOOMINFO TECHNOLOGIES INC · COMMON STOCK · 98980F104 | LONG | 670,000 | $6.8 million | 0.1% | UNCHANGED | — | 1Y — 5Y — |
HINGE HEALTH INC HINGE HEALTH INC · CL A · 433313103 | LONG | 69,283 | $3.6 million | 0.1% | NEWLY REPORTED | — | 1Y — 5Y — |