Dragoneer Investment Group, LLC
Institutional investor · Portfolio as of Q4 2025
Top Holdings27 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
COUPANG INC | 21.6M | $509M | 11.1% | $20.59 | +17.18% | 10 qtrssince 2023-Q3 | Increased 84 |
NVIDIA CORP | 2.6M | $493.9M | 10.8% | $164.15 | +14.25% | 3 qtrssince 2025-Q2 | Increased 77 |
GLOBAL E ONLINE LTD | 11.4M | $446.8M | 9.7% | $31.78 | +24.39% | 19 qtrssince 2021-Q2 | Decreased 0 |
CARVANA CO | 979,460 | $413.4M | 9.0% | $78.20 | +7.94% | 2 qtrssince 2025-Q3 | Increased 83 |
DAYFORCE INC | 4.7M | $328.5M | 7.2% | $55.42 | — | 7 qtrssince 2024-Q2 | Unchanged 0 |
BLOCK INC | 5M | $324M | 7.1% | $61.77 | +6.10% | 12 qtrssince 2023-Q1 | Decreased 0 |
MERCADOLIBRE INC | 160,193 | $322.7M | 7.0% | $2,330.92 | -23.31% | 2 qtrssince 2025-Q3 | Increased 86 |
KLARNA GROUP PLC | 8.3M | $239.5M | 5.2% | $38.44 | -24.43% | 2 qtrssince 2025-Q3 | Unchanged 0 |
Chime Financial, Inc. Class A | 8.5M | $215.2M | 4.7% | $33.06 | -20.36% | 3 qtrssince 2025-Q2 | Unchanged 0 |
PDD HOLDINGS INC | 1.8M | $208.1M | 4.5% | $109.19 | -20.37% | 11 qtrssince 2023-Q2 | Unchanged 0 |
DUOLINGO INC | 1.2M | $203.6M | 4.4% | $309.33 | -57.92% | 7 qtrssince 2024-Q2 | Decreased 0 |
SAILPOINT INC | 8M | $161.8M | 3.5% | $19.54 | +6.50% | 4 qtrssince 2025-Q1 | Unchanged 0 |
CHESAPEAKE ENERGY CORP | 1.3M | $145.6M | 3.2% | $108.45 | -13.16% | 1 qtr | New 85 |
SERVICETITAN INC | 1M | $106.6M | 2.3% | $103.92 | +3.14% | 5 qtrssince 2024-Q4 | Unchanged 0 |
COMSTOCK RESOURCES, INC. COM | 4.3M | $99.6M | 2.2% | $23.84 | -43.16% | 1 qtr | New 78 |
NU HOLDINGS LTD/CAYMAN ISL-A | 5M | $82.9M | 1.8% | $9.40 | +79.57% | 17 qtrssince 2021-Q4 | Unchanged 0 |
CCC INTELLIGENT SOLUTIONS HO | 9.2M | $73.1M | 1.6% | $10.49 | -23.67% | 18 qtrssince 2021-Q3 | Unchanged 0 |
JAMF HLDG CORP | 4.3M | $56.3M | 1.2% | $36.16 | — | 22 qtrssince 2020-Q3 | Unchanged 0 |
DATADOG INC - CLASS A | 271,800 | $37M | 0.8% | $122.85 | +11.91% | 26 qtrssince 2019-Q3 | Unchanged 0 |
NAVAN INC | 2.1M | $35.8M | 0.8% | $17.39 | +65.15% | 1 qtr | New 58 |
Dragoneer Investment Group, LLC manages $4.6B across 27 positions as of Q4 2025. Top holdings: CPNG (11.1%), NVDA (10.8%), GLBE (9.7%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 1/5.0.
Added 5 new positions, exited 4, increased 4, trimmed 5. Top move: MELI (INCREASED, conviction 86). Portfolio: $4.6B across 27 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
No active accumulation streaks detected for this filer.
Streaks require 2+ consecutive quarters of increased positions in the most recent period.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer