Dragoneer Investment Group, LLC

Q3 2025 13F-HR Holdings

Location
San Francisco, CA
Holdings as of
9/30/2025
Date filed
11/14/2025
Form type
13F-HR
Num holdings
26
Total value ($000)
$4,528,975
Net value change ($000)
-370,094 (-7.6%)
New positions
9
Sold out positions
3
Turnover %
38.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/14/2025 Next filing: 2/17/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
DUOL 356,052 233.2%
KLAR 303,595 NEW
CVNA 256,116 NEW
MELI 241,591 NEW
GLBE 87,803 26.0%
FLNC 65,883 NEW
DAY 64,123 24.4%
GEMI 38,815 NEW
FIG 22,365 NEW
STUB 7,166 NEW
Top Reduces (Value $000, Stocks/ETFs)
FLUT -481,051 -100.0%
INSP -305,532 -100.0%
DDOG -264,151 -87.2%
XYZ -153,883 -24.5%
CPNG -153,733 -24.6%
PDD -127,448 -34.4%
CHYM -122,591 -41.6%
NVDA -115,729 -23.0%
NU -56,628 -41.7%
TTAN -28,357 -21.9%
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