Dragoneer Investment Group, LLC

All 13F Filings

Location
San Francisco, CA
Most recent 13F
Q4 2025
Holdings value ($000)
4,585,865
Description
San Francisco California based fiduciary portfolio advisory practice with a limited liability advisory organization and a cycle aware and portfolio focused investment mandate. The approach emphasizes valuation discipline and downside awareness, fundamental research depth, and active stewardship and governance oversight for fiduciary household mandates. Allocation decisions balance return objectives with robust oversight and disciplined exposure management through portfolio adaptability governance and mandate continuity.
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q4 2025 2/17/2026 27 4,585,865 13F-HR Dragoneer Investment Group, LLC
Q3 2025 11/14/2025 26 4,528,975 13F-HR Dragoneer Investment Group, LLC
Q2 2025 8/14/2025 20 4,899,069 13F-HR Dragoneer Investment Group, LLC
Q1 2025 5/15/2025 22 4,753,209 13F-HR Dragoneer Investment Group, LLC
Q4 2024 2/14/2025 23 5,726,062 13F-HR Dragoneer Investment Group, LLC
Q3 2024 11/14/2024 24 5,751,331 13F-HR Dragoneer Investment Group, LLC
Q2 2024 8/14/2024 33 5,234,525 13F-HR Dragoneer Investment Group, LLC
Q1 2024 5/15/2024 29 4,318,743 13F-HR Dragoneer Investment Group, LLC
Q4 2023 2/14/2024 28 4,606,325 13F-HR Dragoneer Investment Group, LLC
Q3 2023 11/14/2023 29 4,344,575 13F-HR Dragoneer Investment Group, LLC
Q2 2023 8/14/2023 26 4,843,014 13F-HR Dragoneer Investment Group, LLC
Q1 2023 5/15/2023 30 4,223,549 13F-HR Dragoneer Investment Group, LLC
Q4 2022 2/14/2023 31 3,229,173 13F-HR Dragoneer Investment Group, LLC
Q3 2022 11/14/2022 35 3,801,986 13F-HR Dragoneer Investment Group, LLC
Q2 2022 8/15/2022 39 3,907,366 13F-HR Dragoneer Investment Group, LLC
Q1 2022 5/16/2022 52 7,839,358 13F-HR Dragoneer Investment Group, LLC
Q4 2021 2/15/2022 64 8,712,751 13F-HR Dragoneer Investment Group, LLC
Q3 2021 11/15/2021 72 7,594,920 13F-HR Dragoneer Investment Group, LLC
Q2 2021 8/16/2021 63 7,761,758 13F-HR Dragoneer Investment Group, LLC
Q1 2021 5/17/2021 48 6,987,770 13F-HR Dragoneer Investment Group, LLC
Q4 2020 2/16/2021 40 6,682,137 13F-HR Dragoneer Investment Group, LLC
Q3 2020 11/16/2020 33 4,451,516 13F-HR Dragoneer Investment Group, LLC
Q2 2020 8/14/2020 23 3,018,799 13F-HR Dragoneer Investment Group, LLC
Q1 2020 5/15/2020 24 2,239,368 13F-HR Dragoneer Investment Group, LLC
Q4 2019 2/14/2020 21 2,409,844 13F-HR Dragoneer Investment Group, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 4.586 M 100.0% 56.89 K 0 56.89 K
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Fund Snapshot

Q4 2025
Latest filed
2/17/2026
Total value ($000)
4,585,865
Holdings
27
QoQ value change ($000)
56,890 (1.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.