Fund · 13F archive
Dragoneer Investment Group, LLC — 2026 Q1 holdings
Period end
Filed
Portfolio value
$3.00B
Positions
17
We track
6
| # | Company | Class | Value | Shares | % Port. | vs prior |
|---|---|---|---|---|---|---|
| 1 | NVDANVIDIA Corporation★ | COM | $650.2M | 3.7M | 21.7% | ADD |
| 2 | Coupang Inc | CL A | $525.9M | 27.9M | 17.5% | ADD |
| 3 | METAMeta Platforms, Inc.★ | CL A | $407.8M | 713K | 13.6% | NEW |
| 4 | CVNACarvana Co.★ | CL A | $393.9M | 1.3M | 13.1% | ADD |
| 5 | Global E Online Ltd | SHS | $342.9M | 11.1M | 11.4% | TRIM |
| 6 | XYZBlock, Inc.★ | CL A | $175.6M | 2.9M | 5.9% | TRIM |
| 7 | Sailpoint Inc | COM | $105.9M | 8.0M | 3.5% | HOLD |
| 8 | Chime Finl Inc | COM SHS CL A | $80.7M | 4.3M | 2.7% | TRIM |
| 9 | KLARKlarna Group plc★ | SHS | $76.0M | 5.8M | 2.5% | TRIM |
| 10 | Nu Hldgs Ltd | ORD SHS CL A | $71.2M | 5.0M | 2.4% | HOLD |
| 11 | Servicetitan Inc | SHS CL A | $63.5M | 1.0M | 2.1% | HOLD |
| 12 | Ccc Intelligent Solutions Hl | COM | $55.2M | 9.2M | 1.8% | HOLD |
| 13 | DDOGDatadog, Inc.★ | CL A COM | $32.1M | 272K | 1.1% | HOLD |
| 14 | Root Inc | CL A NEW | $6.8M | 154K | 0.2% | HOLD |
| 15 | Wealthfront Corp | COM | $6.1M | 654K | 0.2% | HOLD |
| 16 | Oscar Health Inc | CL A | $4.2M | 366K | 0.1% | TRIM |
| 17 | Zoominfo Technologies Inc | COMMON STOCK | $4.0M | 670K | 0.1% | HOLD |