Dragoneer Investment Group portfolio · 2025-09-30
Disclosed long book
$4.53 billion
Long positions
26
Calls / puts
0 / 0
Top 5 concentration
50.1%
Longs with AI data
3 / 26
Average AI 1Y
+28.2%
13F filing comparison
Quarter-over-quarter changes
2025-06-30 to 2025-09-30
Newly reported
9
No longer reported
3
Increased
2
Reduced
7
Newly reported this quarter
Present now and absent from the immediately preceding comparable filing.
| Position | Kind | Shares | Value |
|---|---|---|---|
KLARNA GROUP PLC KLARNA GROUP PLC | LONG | 8,283,616 | $303.6 million |
CARVANA CO CARVANA CO | LONG | 678,921 | $256.1 million |
MERCADOLIBRE INC MERCADOLIBRE INC | LONG | 103,379 | $241.6 million |
FLUENCE ENERGY INC FLUENCE ENERGY INC | LONG | 6,100,265 | $65.9 million |
GEMINI SPACE STA INC GEMINI SPACE STA INC | LONG | 1,620,000 | $38.8 million |
FIG FIGMA INC | LONG | 431,165 | $22.4 million |
STUBHUB HLDGS INC STUBHUB HLDGS INC | LONG | 425,531 | $7.2 million |
PATTERN GROUP INC PATTERN GROUP INC | LONG | 489,700 | $6.7 million |
ACCELERANT HOLDINGS ACCELERANT HOLDINGS | LONG | 336,361 | $5.0 million |
No longer reported this quarter
Present in the prior comparable filing and absent from this one.
| Position | Kind | Prior shares | Prior value |
|---|---|---|---|
FLUTTER ENTMT PLC FLUTTER ENTMT PLC · SHS | LONG | 1,683,408 | $481.1 million |
HINGE HEALTH INC HINGE HEALTH INC · CL A | LONG | 69,283 | $3.6 million |
INSPIRE MED SYS INC INSPIRE MED SYS INC · COM | LONG | 2,354,411 | $305.5 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 |
|---|---|---|---|---|---|---|---|
DUOLINGO INC DUOLINGO INC · CL A COM · 26603R106 | LONG | 1,580,787 | $508.8 million | 11.2% | INCREASED | — | 1Y — 5Y — |
BLOCK INC BLOCK INC · CL A · 852234103 | LONG | 6,549,747 | $473.4 million | 10.5% | REDUCED | — | 1Y — 5Y — |
COUPANG INC COUPANG INC · CL A · 22266T109 | LONG | 14,665,691 | $472.2 million | 10.4% | REDUCED | — | 1Y — 5Y — |
GLOBAL E ONLINE LTD GLOBAL E ONLINE LTD · SHS · M5216V106 | LONG | 11,887,078 | $425.1 million | 9.4% | INCREASED | — | 1Y — 5Y — |
NVDA NVIDIA Corporation | LONG | 2,078,387 | $387.8 million | 8.6% | REDUCED | 36.8% | 1Y +35.5% 5Y +209.6% · 25 models |
CERIDIAN HCM HLDG INC CERIDIAN HCM HLDG INC · COM · 15677J108 | LONG | 4,749,842 | $327.2 million | 7.2% | UNCHANGED | — | 1Y — 5Y — |
KLARNA GROUP PLC KLARNA GROUP PLC · SHS · G5279N105 | LONG | 8,283,616 | $303.6 million | 6.7% | NEWLY REPORTED | — | 1Y — 5Y — |
CARVANA CO CARVANA CO · CL A · 146869102 | LONG | 678,921 | $256.1 million | 5.7% | NEWLY REPORTED | — | 1Y — 5Y — |
PINDUODUO INC PINDUODUO INC · SPONSORED ADS · 722304102 | LONG | 1,835,428 | $242.6 million | 5.4% | REDUCED | — | 1Y — 5Y — |
MERCADOLIBRE INC MERCADOLIBRE INC · COM · 58733R102 | LONG | 103,379 | $241.6 million | 5.3% | NEWLY REPORTED | — | 1Y — 5Y — |
SAILPOINT INC SAILPOINT INC · COM · 78781J109 | LONG | 8,000,000 | $176.6 million | 3.9% | UNCHANGED | — | 1Y — 5Y — |
CHIME FINL INC CHIME FINL INC · COM SHS CL A · 16935C109 | LONG | 8,548,884 | $172.4 million | 3.8% | UNCHANGED | — | 1Y — 5Y — |
SERVICETITAN INC SERVICETITAN INC · SHS CL A · 81764X103 | LONG | 1,000,885 | $100.9 million | 2.2% | REDUCED | — | 1Y — 5Y — |
CCC INTELLIGENT SOLUTIONS HL CCC INTELLIGENT SOLUTIONS HL · COM · 12510Q100 | LONG | 9,196,301 | $83.8 million | 1.8% | UNCHANGED | — | 1Y — 5Y — |
NU HLDGS LTD NU HLDGS LTD · ORD SHS CL A · G6683N103 | LONG | 4,954,299 | $79.3 million | 1.8% | REDUCED | — | 1Y — 5Y — |
FLUENCE ENERGY INC FLUENCE ENERGY INC · COM CL A · 34379V103 | LONG | 6,100,265 | $65.9 million | 1.5% | NEWLY REPORTED | — | 1Y — 5Y — |
JAMF HLDG CORP JAMF HLDG CORP · COM · 47074L105 | LONG | 4,328,286 | $46.3 million | 1.0% | UNCHANGED | — | 1Y — 5Y — |
GEMINI SPACE STA INC GEMINI SPACE STA INC · CL A COM · 36866J105 | LONG | 1,620,000 | $38.8 million | 0.9% | NEWLY REPORTED | — | 1Y — 5Y — |
DATADOG INC DATADOG INC · CL A COM · 23804L103 | LONG | 271,800 | $38.7 million | 0.9% | REDUCED | — | 1Y — 5Y — |
OSCR OSCAR Health Inc | LONG | 1,346,154 | $25.5 million | 0.6% | UNCHANGED | 35.5% | 1Y +30.3% 5Y +145.0% · 24 models |
FIG Figma Inc | LONG | 431,165 | $22.4 million | 0.5% | NEWLY REPORTED | — | 1Y +18.8% 5Y +116.1% · 9 models |
ROOT INC ROOT INC · CL A NEW · 77664L207 | LONG | 154,320 | $13.8 million | 0.3% | UNCHANGED | — | 1Y — 5Y — |
ZOOMINFO TECHNOLOGIES INC ZOOMINFO TECHNOLOGIES INC · COMMON STOCK · 98980F104 | LONG | 670,000 | $7.3 million | 0.2% | UNCHANGED | — | 1Y — 5Y — |
STUBHUB HLDGS INC STUBHUB HLDGS INC · CL A · 86384P109 | LONG | 425,531 | $7.2 million | 0.2% | NEWLY REPORTED | — | 1Y — 5Y — |
PATTERN GROUP INC PATTERN GROUP INC · COM SER A · 70339W104 | LONG | 489,700 | $6.7 million | 0.1% | NEWLY REPORTED | — | 1Y — 5Y — |
ACCELERANT HOLDINGS ACCELERANT HOLDINGS · CL A · G00894108 | LONG | 336,361 | $5.0 million | 0.1% | NEWLY REPORTED | — | 1Y — 5Y — |