The Analysis of Dragoneer Investment Group, LLC's Holdings


Currently, Dragoneer Investment Group, LLC holds 26 types of securities in its portfolio with a total value $4.5B. In the most recent quarter, they have increased their positions in DUOL (+1.2M shares, valued at $388.9M), KLAR (+8.3M shares, valued at $303.6M), CVNA (+678.9K shares, valued at $256.1M); decreased their positions in DDOG (-2.0M shares, valued at $282.3M), PDD (-1.7M shares, valued at $224.7M), NVDA (-1.1M shares, valued at $206.8M); initiated new positions in KLAR (+8.3M shares, valued at $303.6M), CVNA (+678.9K shares, valued at $256.1M), MELI (+103.4K shares, valued at $241.6M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
DUOL DUOLINGO INC1.6M shares324.44%2025-09-302025-11-14history
XYZ BLOCK INC6.5M shares-29.07%2025-09-302025-11-14history
CPNG COUPANG INC14.7M shares-29.81%2025-09-302025-11-14history
GLBE GLOBAL E ONLINE LTD11.9M shares18.21%2025-09-302025-11-14history
NVDA NVIDIA CORPORATION2.1M shares-34.79%2025-09-302025-11-14history
DAY DAYFORCE INC4.7M shares0.00%2025-09-302025-11-14history
KLAR KLARNA GROUP PLC8.3M sharesnew addition2025-09-302025-11-14history
CVNA CARVANA CO678.9K sharesnew addition2025-09-302025-11-14history
Sponsored
PDD PDD HOLDINGS INC1.8M shares-48.09%2025-09-302025-11-14history
MELI MERCADOLIBRE INC103.4K sharesnew addition2025-09-302025-11-14history
SAIL SAILPOINT INC8.0M shares0.00%2025-09-302025-11-14history
CHYM CHIME FINL INC8.5M shares0.00%2025-09-302025-11-14history
TTAN SERVICETITAN INC1.0M shares-17.02%2025-09-302025-11-14history
CCC CCC INTELLIGENT SOLUTIONS HL9.2M shares0.00%2025-09-302025-11-14history
NU NU HLDGS LTD5.0M shares-50.00%2025-09-302025-11-14history
FLNC FLUENCE ENERGY INC6.1M sharesnew addition2025-09-302025-11-14history
Sponsored
JAMF JAMF HLDG CORP4.3M shares0.00%2025-09-302025-11-14history
GEMI GEMINI SPACE STA INC1.6M sharesnew addition2025-09-302025-11-14history
DDOG DATADOG INC271.8K shares-87.94%2025-09-302025-11-14history
OSCR OSCAR HEALTH INC1.3M shares0.00%2025-09-302025-11-14history
FIG FIGMA INC431.2K sharesnew addition2025-09-302025-11-14history
ROOT ROOT INC154.3K shares0.00%2025-09-302025-11-14history
GTM ZOOMINFO TECHNOLOGIES INC670.0K shares0.00%2025-09-302025-11-14history
STUB STUBHUB HLDGS INC425.5K sharesnew addition2025-09-302025-11-14history
Sponsored
PTRN PATTERN GROUP INC489.7K sharesnew addition2025-09-302025-11-14history
ARX ACCELERANT HOLDINGS336.4K sharesnew addition2025-09-302025-11-14history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available