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Dragoneer Investment Group, LLC

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13F filer, CIK 1602189, SAN FRANCISCO, CA

Dragoneer Investment Group, LLC reported $4,753,209,472 across 22 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-15. Its ten largest share positions make up 79.59% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000950123-25-005403

Period
2025-03-31
Reported value
$4.75B
Holdings
22
Top 10 weight
79.59%
New
3
Sold out
4

Largest buys vs the previous quarter

SecurityShares changeApprox. value
INTUnew+646,123$397M
XYZadded+4,102,453$223M
SAILnew+8,000,000$150M
CPNGadded+5,241,204$115M
INSPadded+426,493$67.9M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
RBLXreduced-8,346,341-$487M
DASHexited-1,069,006-$179M
DTreduced-3,260,831-$154M
TEAMreduced-704,310-$149M
GLBEreduced-3,646,299-$130M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0000950123-25-005403, largest first. % of portfolio is the value over $4,753,209,472, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
CPNGCOUPANG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,850,451 shares; 2024Q4: 20,541,277 shares; 2025Q1: 25,782,481 shares 25,782,481$565M11.9%+5,241,204Timeline
PDDPDD HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,744,241 shares; 2024Q4: 5,572,094 shares; 2025Q1: 4,564,072 shares 4,564,072$540M11.36%-1,008,022Timeline
XYZBLOCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,373,167 shares; 2024Q4: 5,132,752 shares; 2025Q1: 9,235,205 shares 9,235,205$502M10.56%+4,102,453Timeline
INTUINTUITQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 646,123 shares 646,123$397M8.35%newTimeline
DUOLDUOLINGO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,538,948 shares; 2024Q4: 1,063,920 shares; 2025Q1: 1,255,861 shares 1,255,861$390M8.2%+191,941Timeline
FLUTFLUTTER ENTMT PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,683,408 shares; 2024Q4: 1,683,408 shares; 2025Q1: 1,683,408 shares 1,683,408$373M7.85%0Timeline
GLBEGLOBAL E ONLINE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,296,541 shares; 2024Q4: 11,993,659 shares; 2025Q1: 8,347,360 shares 8,347,360$298M6.26%-3,646,299Timeline
DAYDAYFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,619,274 shares; 2024Q4: 3,860,525 shares; 2025Q1: 4,726,250 shares 4,726,250$276M5.8%+865,725Timeline
TEAMATLASSIAN CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,651,118 shares; 2024Q4: 1,816,027 shares; 2025Q1: 1,111,717 shares 1,111,717$236M4.96%-704,310Timeline
INSPINSPIRE MED SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 871,110 shares; 2025Q1: 1,297,603 shares 1,297,603$207M4.35%+426,493Timeline
TTANSERVICETITAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,048,965 shares; 2025Q1: 2,048,965 shares 2,048,965$195M4.1%0Timeline
SAILSAILPOINT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,000,000 shares 8,000,000$150M3.16%newTimeline
JAMFJAMF HOLDING CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,387,018 shares; 2024Q4: 13,450,843 shares; 2025Q1: 8,818,589 shares 8,818,589$107M2.25%-4,632,254Timeline
RBLXROBLOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,745,203 shares; 2024Q4: 10,101,096 shares; 2025Q1: 1,754,755 shares 1,754,755$102M2.15%-8,346,341Timeline
NUNU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,908,598 shares; 2024Q4: 9,908,598 shares; 2025Q1: 9,908,598 shares 9,908,598$101M2.13%0Timeline
OSCROSCAR HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,487,894 shares; 2024Q4: 9,487,894 shares; 2025Q1: 6,917,448 shares 6,917,448$90.7M1.91%-2,570,446Timeline
CCCCCC INTELLIGENT SOLUTIONS HLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,196,301 shares; 2024Q4: 9,196,301 shares; 2025Q1: 9,196,301 shares 9,196,301$83M1.75%0Timeline
DTDYNATRACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,459,621 shares; 2025Q1: 1,198,790 shares 1,198,790$56.5M1.19%-3,260,831Timeline
KRMNKARMAN HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 900,000 shares 900,000$30.1M0.63%newTimeline
DDOGDATADOG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 271,800 shares; 2024Q4: 271,800 shares; 2025Q1: 271,800 shares 271,800$27M0.57%0Timeline
ROOTROOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,320 shares; 2024Q4: 154,320 shares; 2025Q1: 154,320 shares 154,320$20.6M0.43%0Timeline
GTMZOOMINFO TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,120,065 shares; 2024Q4: 6,323,331 shares; 2025Q1: 670,000 shares 670,000$6.7M0.14%-5,653,331Timeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
DASHDOORDASH INC1,069,006$179Mshares
BZKANZHUN LIMITED4,038,315$55.7Mshares
PCORPROCORE TECHNOLOGIES INC633,824$47.5Mshares
IBTAIBOTTA INC250,000$16.3Mshares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0000950123-25-005403 base2025-05-15acceptance time not in the bulk data set