Dragoneer Investment Group, LLC

Q2 2025 13F-HR Holdings

Location
San Francisco, CA
Holdings as of
6/30/2025
Date filed
8/14/2025
Form type
13F-HR
Num holdings
20
Total value ($000)
$4,899,069
Net value change ($000)
+145,860 (3.1%)
New positions
3
Sold out positions
5
Turnover %
33.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/15/2025 Next filing: 11/14/2025 SEC filing

Snapshot: Change Analysis

Compared to Q1 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
NVDA 503,514 NEW
CHYM 295,022 NEW
DDOG 275,890 1023.1%
XYZ 125,484 25.0%
FLUT 108,092 29.0%
INSP 98,850 47.8%
CPNG 60,558 10.7%
GLBE 39,696 13.3%
NU 34,482 34.0%
SAIL 32,880 21.9%
Top Reduces (Value $000, Stocks/ETFs)
INTU -396,713 -100.0%
DUOL -237,287 -60.8%
TEAM -235,917 -100.0%
PDD -170,121 -31.5%
RBLX -102,285 -100.0%
JAMF -65,984 -61.6%
TTAN -65,601 -33.7%
OSCR -61,826 -68.2%
DT -56,523 -100.0%
KRMN -30,078 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type