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DRAGONEER INVESTMENT GROUP, LLC

AUM: $22.66 B

13-F Portfolio Value: $4.75 B

Last 13-F Filed: Q1 2025

Concentration in top 10: 79.59%

Stock	Company	% Portfolio	Shares Held	Market Value	Change in Shares	% Change	Quarter End Price	Source
INTU	INTUIT	8.35%	646,123	$396,713,061	646,123	New	$613.99	13F
SAIL	SAILPOINT INC	3.16%	8,000,000	$150,000,000	8,000,000	New	$18.75	13F
KRMN	KARMAN HLDGS INC	0.63%	900,000	$30,078,000	900,000	New	$33.42	13F