SEC 13F Intelligence

Dragoneer Investment Group, LLC / PDD

Dragoneer Investment Group, LLC’s Pdd Holdings Inc Position

Does Dragoneer Investment Group, LLC own Pdd Holdings Inc (PDD)? Not currently — the last reported position was 1.84M shares worth $208M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$208M
Q4 2025
Shares
1.84M
% of Portfolio
+4.54%
Quarters Held
11
position exited

Position History PDD

Reported value by quarter
Q2 ’23: $180MQ2 ’23Q3 ’23: $298MQ4 ’23: $307MQ4 ’23Q1 ’24: $126MQ2 ’24: $348MQ2 ’24Q3 ’24: $505MQ4 ’24: $540MQ4 ’24Q1 ’25: $540MQ2 ’25: $370MQ2 ’25Q3 ’25: $243MQ4 ’25: $208MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 20251.84M$208M+4.54%
Q3 20251.84M$243M+5.36%
Q2 20253.54M$370M+7.55%
Q1 20254.56M$540M+11.36%
Q4 20245.57M$540M+9.44%
Q3 20243.74M$505M+8.78%
Q2 20242.62M$348M+6.66%
Q1 20241.08M$126M+2.91%
Q4 20232.10M$307M+6.66%
Q3 20233.04M$298M+6.85%
Q2 20232.60M$180M+3.71%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Dragoneer Investment Group, LLC’s full portfolio or all institutional holders of PDD.