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Free — 5 of 18

Data as of Q4 2025

All position changes for Dragoneer Investment Group, LLC. Excludes unchanged positions.

Unique Stocks

Quarters

New Positions

Exits

5 position changes

Per page:

Quarter	Stock	Action	Shares	Change	Value	Weight	Conviction
2025-Q4	CPNG COUPANG INC C	Increased	21.6M	+47.1%	$509M	11.1%	84
2025-Q4	NVDA NVIDIA Corp	Increased	2.6M	+27.4%	$493.9M	10.8%	77
2025-Q4	GLBE Global-e Online Ltd	Decreased	11.4M	-4.4%	$446.8M	9.7%	0
2025-Q4	CVNA Carvana Co	Increased	979,460	+44.3%	$413.4M	9.0%	83
2025-Q4	XYZ Block Inc	Decreased	5M	-24.0%	$324M	7.1%	0
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