Dragoneer Investment Group, LLC
Institutional investor · Portfolio as of Q1 2026
Top Holdings17 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATION | 3.7M | $650.2M | 21.7% | $168.75 | +25.01% | 4 qtrssince 2025-Q2 | Increased 85 |
COUPANG INC | 27.9M | $525.9M | 17.5% | $20.28 | -7.30% | 11 qtrssince 2023-Q3 | Increased 79 |
META PLATFORMS INC | 712,800 | $407.8M | 13.6% | $655.08 | +2.16% | 1 qtr | New 99 |
CARVANA CO | 1.3M | $393.9M | 13.1% | $385.43 | -82.92% | 3 qtrssince 2025-Q3 | Increased 78 |
GLOBAL E ONLINE LTD | 11.1M | $342.9M | 11.4% | $31.78 | +21.09% | 20 qtrssince 2021-Q2 | Decreased 0 |
BLOCK INC | 2.9M | $175.6M | 5.9% | $61.77 | +25.14% | 13 qtrssince 2023-Q1 | Decreased 0 |
SAILPOINT INC | 8M | $105.9M | 3.5% | $19.54 | -29.84% | 5 qtrssince 2025-Q1 | Unchanged 0 |
CHIME FINL INC | 4.3M | $80.7M | 2.7% | $33.06 | -36.72% | 4 qtrssince 2025-Q2 | Decreased 0 |
KLARNA GROUP PLC | 5.8M | $76M | 2.5% | $38.44 | -48.96% | 3 qtrssince 2025-Q3 | Decreased 0 |
NU HLDGS LTD | 5M | $71.2M | 2.4% | $9.40 | +46.38% | 18 qtrssince 2021-Q4 | Unchanged 0 |
SERVICETITAN INC | 1M | $63.5M | 2.1% | $103.92 | -25.24% | 6 qtrssince 2024-Q4 | Unchanged 0 |
CCC INTELLIGENT SOLUTIONS HL | 9.2M | $55.2M | 1.8% | $10.49 | -43.58% | 19 qtrssince 2021-Q3 | Unchanged 0 |
DATADOG INC | 271,800 | $32.1M | 1.1% | $122.85 | +109.64% | 27 qtrssince 2019-Q3 | Unchanged 0 |
ROOT INC | 154,320 | $6.8M | 0.2% | $297.90 | -78.40% | 22 qtrssince 2020-Q4 | Unchanged 0 |
WEALTHFRONT CORP | 654,338 | $6.1M | 0.2% | $13.58 | -31.15% | 2 qtrssince 2025-Q4 | Unchanged 0 |
OSCAR HEALTH INC | 365,573 | $4.2M | 0.1% | $9.59 | +218.57% | 21 qtrssince 2021-Q1 | Decreased 0 |
ZOOMINFO TECHNOLOGIES INC | 670,000 | $4M | 0.1% | $34.61 | -91.56% | 24 qtrssince 2020-Q2 | Unchanged 0 |
Dragoneer Investment Group, LLC manages $3B across 17 positions as of Q1 2026. Top holdings: NVDA (21.7%), CPNG (17.5%), META (13.6%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 1/5.0.
Active quarter - 1 new positions, 11 exits, 3 increased. Top move: META (NEW, conviction 99). Portfolio: $3.0B across 17 positions.
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View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer