Dragoneer Investment Group, LLC — 13F Holdings & Portfolio
CIK 1602189 · latest 13F-HR filed 2026-05-15
Dragoneer Investment Group, LLC manages $3.00B in 13F-reported U.S. long-equity assets across 17 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are NVDA (21.66%), CPNG (17.52%), META (13.58%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 1 new position, exited 11, added to 1, and trimmed 13.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$3.00B
Long-equity book
17
Distinct positions
2026-03-31
Filed 2026-05-15
+1 / −11 / ↑1 / ↓13
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Trims
- KLARNA GROUP PLC-$163.5M -68.3%
- BLOCK INC-$148.4M -45.8%
- CHIME FINL INC-$134.5M -62.5%
- GLOBAL E ONLINE LTD-$103.8M -23.2%
- SAILPOINT INC-$55.9M -34.6%
Exited Positions
- DAYFORCE INC$328.5M
- MERCADOLIBRE INC$322.7M
- PDD HOLDINGS INC$208.1M
- DUOLINGO INC$203.6M
- EXPAND ENERGY CORPORATION$145.6M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 67066G104 | $650.2M | 21.66% | 3,728,387 | SH |
| 2 | COUPANG INC | CPNG | 22266T109 | $525.9M | 17.52% | 27,852,856 | SH |
| 3 | META PLATFORMS INC | META | 30303M102 | $407.8M | 13.58% | 712,800 | SH |
| 4 | CARVANA CO | CVNA | 146869102 | $393.9M | 13.12% | 1,252,960 | SH |
| 5 | GLOBAL E ONLINE LTD | GLBE | M5216V106 | $342.9M | 11.42% | 11,115,629 | SH |
| 6 | BLOCK INC | XYZ | 852234103 | $175.6M | 5.85% | 2,918,392 | SH |
| 7 | SAILPOINT INC | SAIL | 78781J109 | $105.9M | 3.53% | 8,000,000 | SH |
| 8 | CHIME FINL INC | CHYM | 16935C109 | $80.7M | 2.69% | 4,308,999 | SH |
| 9 | KLARNA GROUP PLC | KLAR | G5279N105 | $76.0M | 2.53% | 5,803,764 | SH |
| 10 | NU HLDGS LTD | NU | G6683N103 | $71.2M | 2.37% | 4,954,299 | SH |
| 11 | SERVICETITAN INC | TTAN | 81764X103 | $63.5M | 2.12% | 1,000,885 | SH |
| 12 | CCC INTELLIGENT SOLUTIONS HL | CCC | 12510Q100 | $55.2M | 1.84% | 9,196,301 | SH |
| 13 | DATADOG INC | DDOG | 23804L103 | $32.1M | 1.07% | 271,800 | SH |
| 14 | ROOT INC | ROOT | 77664L207 | $6.8M | 0.23% | 154,320 | SH |
| 15 | WEALTHFRONT CORP | WLTH | 947002101 | $6.1M | 0.20% | 654,338 | SH |
| 16 | OSCAR HEALTH INC | OSCR | 687793109 | $4.2M | 0.14% | 365,573 | SH |
| 17 | ZOOMINFO TECHNOLOGIES INC | GTM | 98980F104 | $4.0M | 0.13% | 670,000 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-15 | $3.00B | 17 | 0001193125-26-225175 |
| 2025-12-31 | 2026-02-17 | $4.59B | 27 | 0001193125-26-052974 |
| 2025-09-30 | 2025-11-14 | $4.53B | 26 | 0001193125-25-281469 |