Dragoneer Investment Group, LLC
CIK 1602189 · Holdings on Sep 30, 2025 · First reported Nov 14, 2025
Top ten holdings
Q3 2025- DUOL11.23%
- XYZ10.45%
- CPNG10.43%
- GLBE9.39%
- NVDA8.56%
- DAY7.22%
- KLAR6.70%
- CVNA5.66%
- PDD5.36%
- MELI5.33%
Share classes counted separately80.33%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- DUOLWeight increased · +8.11 pp3.12% → 11.23%Shares +1.21M (+324.44%)
- DDOGWeight decreased · -5.33 pp6.18% → 0.85%Shares -1.98M (-87.94%)
- GLBEWeight increased · +2.51 pp6.88% → 9.39%Shares +1.83M (+18.21%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 26
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | DUOLDUOLINGOCL A COM View history and evidence | $508.76M | 11.23% | 1.58M shares | 3.12% → 11.23%+8.11 pp +1.21M (+324.44%) | Added | ↗▾ |
| 02 | XYZBLOCK INCCL A View history and evidence | $473.35M | 10.45% | 6.55M shares | 12.80% → 10.45%-2.35 pp -2.68M (-29.07%) | Reduced | ↗▾ |
| 03 | CPNGCOUPANG INCCL A View history and evidence | $472.24M | 10.43% | 14.67M shares | 12.78% → 10.43%-2.35 pp -6.23M (-29.81%) | Reduced | ↗▾ |
| 04 | GLBEGLOBAL-E ONLINE LTDSHS View history and evidence | $425.08M | 9.39% | 11.89M shares | 6.88% → 9.39%+2.51 pp +1.83M (+18.21%) | Added | ↗▾ |
| 05 | NVDANVIDIA CORP View history and evidence | $387.79M | 8.56% | 2.08M shares | 10.28% → 8.56%-1.72 pp -1.11M (-34.79%) | Reduced | ↗▾ |
| 06 | DAYDAYFORCE INC View history and evidence | $327.22M | 7.22% | 4.75M shares | 5.37% → 7.22%+1.85 pp 0 (0.00%) | Unchanged | ↗▾ |
| 07 | KLARKLARNA GROUP PLCSHS View history and evidence | $303.59M | 6.70% | 8.28M shares | Prior unavailable +8.28M | New | ↗▾ |
| 08 | CVNACARVANA COCL A View history and evidence | $256.12M | 5.66% | 678.92K shares | Prior unavailable +678.92K | New | ↗▾ |
| 09 | PDDPDD HOLDINGS INCSPONSORED ADS View history and evidence | $242.59M | 5.36% | 1.84M shares | 7.55% → 5.36%-2.19 pp -1.70M (-48.09%) | Reduced | ↗▾ |
| 10 | MELIMERCADOLIBRE INC View history and evidence | $241.59M | 5.33% | 103.38K shares | Prior unavailable +103.38K | New | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 3
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| FLUT FLUTTER ENTERTAINMENT PLC-DI | Non-derivative | -1,683,408 | -$481.05M | SEC filing ↗ | SEC filing ↗ |
| INSP INSPIRE MEDICAL SYSTEMS INC | Non-derivative | -2,354,411 | -$305.53M | SEC filing ↗ | SEC filing ↗ |
| HNGE HINGE HEALTH INC-A | Non-derivative | -69,283 | -$3.59M | SEC filing ↗ | SEC filing ↗ |
3 / 3 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1602189 · Period 2025-09-30
Data loaded 2026-09-23 · First reported 2025-11-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 4528974897
}Take these holdings further.
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