Dragoneer Investment Group portfolio · 2025-12-31
Disclosed long book
$4.59 billion
Long positions
27
Calls / puts
0 / 0
Top 5 concentration
47.8%
Longs with AI data
3 / 27
Average AI 1Y
+27.7%
13F filing comparison
Quarter-over-quarter changes
2025-09-30 to 2025-12-31
Newly reported
5
No longer reported
4
Increased
4
Reduced
5
Newly reported this quarter
Present now and absent from the immediately preceding comparable filing.
| Position | Kind | Shares | Value |
|---|---|---|---|
CHESAPEAKE ENERGY CORP CHESAPEAKE ENERGY CORP | LONG | 1,319,618 | $145.6 million |
COMSTOCK RES INC COMSTOCK RES INC | LONG | 4,298,202 | $99.6 million |
NAVAN INC NAVAN INC | LONG | 2,095,507 | $35.8 million |
MEDLINE INC MEDLINE INC | LONG | 525,000 | $22.1 million |
WEALTHFRONT CORP WEALTHFRONT CORP | LONG | 654,338 | $8.9 million |
No longer reported this quarter
Present in the prior comparable filing and absent from this one.
| Position | Kind | Prior shares | Prior value |
|---|---|---|---|
ACCELERANT HOLDINGS ACCELERANT HOLDINGS · CL A | LONG | 336,361 | $5.0 million |
FLUENCE ENERGY INC FLUENCE ENERGY INC · COM CL A | LONG | 6,100,265 | $65.9 million |
PATTERN GROUP INC PATTERN GROUP INC · COM SER A | LONG | 489,700 | $6.7 million |
STUBHUB HLDGS INC STUBHUB HLDGS INC · CL A | LONG | 425,531 | $7.2 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 | 21,576,556 | $509.0 million | 11.1% | INCREASED | — | 1Y — 5Y — |
NVDA NVIDIA Corporation | LONG | 2,648,387 | $493.9 million | 10.8% | INCREASED | 41.0% | 1Y +34.1% 5Y +197.4% · 27 models |
GLOBAL E ONLINE LTD GLOBAL E ONLINE LTD · SHS · M5216V106 | LONG | 11,365,028 | $446.8 million | 9.7% | REDUCED | — | 1Y — 5Y — |
CARVANA CO CARVANA CO · CL A · 146869102 | LONG | 979,460 | $413.4 million | 9.0% | INCREASED | — | 1Y — 5Y — |
CERIDIAN HCM HLDG INC CERIDIAN HCM HLDG INC · COM · 15677J108 | LONG | 4,749,842 | $328.5 million | 7.2% | UNCHANGED | — | 1Y — 5Y — |
BLOCK INC BLOCK INC · CL A · 852234103 | LONG | 4,978,155 | $324.0 million | 7.1% | REDUCED | — | 1Y — 5Y — |
MERCADOLIBRE INC MERCADOLIBRE INC · COM · 58733R102 | LONG | 160,193 | $322.7 million | 7.0% | INCREASED | — | 1Y — 5Y — |
KLARNA GROUP PLC KLARNA GROUP PLC · SHS · G5279N105 | LONG | 8,283,616 | $239.5 million | 5.2% | UNCHANGED | — | 1Y — 5Y — |
CHIME FINL INC CHIME FINL INC · COM SHS CL A · 16935C109 | LONG | 8,548,884 | $215.2 million | 4.7% | UNCHANGED | — | 1Y — 5Y — |
PINDUODUO INC PINDUODUO INC · SPONSORED ADS · 722304102 | LONG | 1,835,428 | $208.1 million | 4.5% | UNCHANGED | — | 1Y — 5Y — |
DUOLINGO INC DUOLINGO INC · CL A COM · 26603R106 | LONG | 1,159,887 | $203.6 million | 4.4% | REDUCED | — | 1Y — 5Y — |
SAILPOINT INC SAILPOINT INC · COM · 78781J109 | LONG | 8,000,000 | $161.8 million | 3.5% | UNCHANGED | — | 1Y — 5Y — |
CHESAPEAKE ENERGY CORP CHESAPEAKE ENERGY CORP · COM · 165167735 | LONG | 1,319,618 | $145.6 million | 3.2% | NEWLY REPORTED | — | 1Y — 5Y — |
SERVICETITAN INC SERVICETITAN INC · SHS CL A · 81764X103 | LONG | 1,000,885 | $106.6 million | 2.3% | UNCHANGED | — | 1Y — 5Y — |
COMSTOCK RES INC COMSTOCK RES INC · COM · 205768302 | LONG | 4,298,202 | $99.6 million | 2.2% | NEWLY REPORTED | — | 1Y — 5Y — |
NU HLDGS LTD NU HLDGS LTD · ORD SHS CL A · G6683N103 | LONG | 4,954,299 | $82.9 million | 1.8% | UNCHANGED | — | 1Y — 5Y — |
CCC INTELLIGENT SOLUTIONS HL CCC INTELLIGENT SOLUTIONS HL · COM · 12510Q100 | LONG | 9,196,301 | $73.1 million | 1.6% | UNCHANGED | — | 1Y — 5Y — |
JAMF HLDG CORP JAMF HLDG CORP · COM · 47074L105 | LONG | 4,328,286 | $56.3 million | 1.2% | UNCHANGED | — | 1Y — 5Y — |
DATADOG INC DATADOG INC · CL A COM · 23804L103 | LONG | 271,800 | $37.0 million | 0.8% | UNCHANGED | — | 1Y — 5Y — |
NAVAN INC NAVAN INC · CL A · 639193101 | LONG | 2,095,507 | $35.8 million | 0.8% | NEWLY REPORTED | — | 1Y — 5Y — |
MEDLINE INC MEDLINE INC · COM CL A · 58507V107 | LONG | 525,000 | $22.1 million | 0.5% | NEWLY REPORTED | — | 1Y — 5Y — |
FIG Figma Inc | LONG | 431,165 | $16.1 million | 0.4% | UNCHANGED | — | 1Y +18.8% 5Y +116.1% · 9 models |
ROOT INC ROOT INC · CL A NEW · 77664L207 | LONG | 154,320 | $11.1 million | 0.2% | UNCHANGED | — | 1Y — 5Y — |
OSCR OSCAR Health Inc | LONG | 657,435 | $9.4 million | 0.2% | REDUCED | 36.6% | 1Y +30.3% 5Y +145.0% · 24 models |
WEALTHFRONT CORP WEALTHFRONT CORP · COM · 947002101 | LONG | 654,338 | $8.9 million | 0.2% | NEWLY REPORTED | — | 1Y — 5Y — |
GEMINI SPACE STA INC GEMINI SPACE STA INC · CL A COM · 36866J105 | LONG | 810,000 | $8.0 million | 0.2% | REDUCED | — | 1Y — 5Y — |
ZOOMINFO TECHNOLOGIES INC ZOOMINFO TECHNOLOGIES INC · COMMON STOCK · 98980F104 | LONG | 670,000 | $6.8 million | 0.1% | UNCHANGED | — | 1Y — 5Y — |