13F-HR filed by Dragoneer Investment Group, LLC
Dragoneer Investment Group, LLC filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-17, with 27 holding rows worth $4,585,865,307.
- Accession
- 0001193125-26-052974
- Filer
- CIK 1602189
- Filed
- 2026-02-17
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 27 entries on the cover page, a total value of $4,585,865,307 stated on the cover page (in dollars after the unit check, H1), rows summing to $4,585,865,307 with VALUE read as dollars as filed, 13F file number 028-16733. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| COUPANG INC | 22266T109 | CL A | 21,576,556 | $508,990,956 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 2,648,387 | $493,924,176 | dollars as filed | |
| GLOBAL-E ONLINE LTD NPV | M5216V106 | SHS | 11,365,028 | $446,759,251 | dollars as filed | |
| CARVANA CO CL A | 146869102 | Stock | 979,460 | $413,351,709 | dollars as filed | |
| CERIDIAN HCM HLDG INC | 15677J108 | COM | 4,749,842 | $328,499,073 | dollars as filed | |
| BLOCK INC CL A | 852234103 | Stock | 4,978,155 | $324,028,109 | dollars as filed | |
| MERCADOLIBREINC | 58733R102 | STOK | 160,193 | $322,670,352 | dollars as filed | |
| KLARNA GROUP PLC | G5279N105 | COMMON STOCK | 8,283,616 | $239,479,339 | dollars as filed | |
| CHIME FINL INC COM SHS CL A | 16935C109 | Stock | 8,548,884 | $215,175,410 | dollars as filed | |
| PDD HOLDINGS INC SPONSORED ADS | 722304102 | ADR | 1,835,428 | $208,119,181 | dollars as filed | |
| DUOLINGO INC CL A COM | 26603R106 | Stock | 1,159,887 | $203,560,169 | dollars as filed | |
| SAILPOINT INC COM | 78781J109 | Stock | 8,000,000 | $161,840,000 | dollars as filed | |
| EXPAND ENERGY CORPORATION COM | 165167735 | Stock | 1,319,618 | $145,633,042 | dollars as filed | |
| SERVICETITAN INC SHS CL A | 81764X103 | Stock | 1,000,885 | $106,594,253 | dollars as filed | |
| COMSTOCK RES INC COM | 205768302 | Stock | 4,298,202 | $99,632,322 | dollars as filed | |
| NU HLDGS LTD | G6683N103 | ORD SHS CL A | 4,954,299 | $82,934,965 | dollars as filed | |
| CCC INTELLIGENT SOLUTIONS HLD COM | 12510Q100 | Stock | 9,196,301 | $73,110,593 | dollars as filed | |
| JAMF HLDG CORP COM | 47074L105 | Stock | 4,328,286 | $56,311,001 | dollars as filed | |
| DATADOGINCCLASSA | 23804L103 | STOK | 271,800 | $36,962,082 | dollars as filed | |
| NAVAN INC CL A | 639193101 | Stock | 2,095,507 | $35,791,260 | dollars as filed | |
| MEDLINE INC COM CL A | 58507V107 | Stock | 525,000 | $22,050,000 | dollars as filed | |
| FIGMA INC CL A | 316841105 | COM | 431,165 | $16,112,636 | dollars as filed | |
| ROOT INC OH CLASS A | 77664L207 | COMMON STOCK | 154,320 | $11,146,534 | dollars as filed | |
| OSCAR HEALTH INC | 687793109 | CL A | 657,435 | $9,447,341 | dollars as filed | |
| WEALTHFRONT CORP | 947002101 | COMMON STOCK | 654,338 | $8,892,453 | dollars as filed | |
| GEMINI SPACE STA INC | 36866J105 | CL A COM | 810,000 | $8,035,200 | dollars as filed | |
| ZOOMINFO TECHNOLOGIES INC COMMON STOCK | 98980F104 | Stock | 670,000 | $6,813,900 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001193125-26-052974 | this filing | 2026-02-17 | acceptance time not in the bulk data set |