Q1 2026 · 13F-HR
Dragoneer Investment Group, LLCholdings as filed
Filed 2026-05-15 · accession 0001193125-26-225175
$3.00B
Reported value
17
Positions
2026-03-31
Period end
The Brief · Dragoneer Investment Group, LLC · Q1 2026
AI · grounded in 13F
Dragoneer Investment Group, LLC established a new position in META valued at $407.8M. The fund closed out several positions, including DAY at -$328.5M and MELI at -$322.7M. Additionally, the fund increased its holdings in NVDA by 40.8% and CPNG by 29.1%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 67066G104 | NVDA | NVIDIA CORPORATION | $650.2M | 21.7% | 3,728,387 | Common | SOLE |
| 22266T109 | CPNG | COUPANG INC | $525.9M | 17.5% | 27,852,856 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $407.8M | 13.6% | 712,800 | Common | SOLE |
| 146869102 | CVNA | CARVANA CO | $393.9M | 13.1% | 1,252,960 | Common | SOLE |
| M5216V106 | GLBE | GLOBAL E ONLINE LTD | $342.9M | 11.4% | 11,115,629 | Common | SOLE |
| 852234103 | XYZ | BLOCK INC | $175.6M | 5.85% | 2,918,392 | Common | SOLE |
| 78781J109 | SAIL | SAILPOINT INC | $105.9M | 3.53% | 8,000,000 | Common | SOLE |
| 16935C109 | CHYM | CHIME FINL INC | $80.7M | 2.69% | 4,308,999 | Common | SOLE |
| G5279N105 | KLAR | KLARNA GROUP PLC | $76.0M | 2.53% | 5,803,764 | Common | SOLE |
| G6683N103 | NU | NU HLDGS LTD | $71.2M | 2.37% | 4,954,299 | Common | SOLE |
| 81764X103 | TTAN | SERVICETITAN INC | $63.5M | 2.12% | 1,000,885 | Common | SOLE |
| 12510Q100 | CCC | CCC INTELLIGENT SOLUTIONS HL | $55.2M | 1.84% | 9,196,301 | Common | SOLE |
| 23804L103 | DDOG | DATADOG INC | $32.1M | 1.07% | 271,800 | Common | SOLE |
| 77664L207 | ROOT | ROOT INC | $6.8M | 0.23% | 154,320 | Common | SOLE |
| 947002101 | WLTH | WEALTHFRONT CORP | $6.1M | 0.20% | 654,338 | Common | SOLE |
| 687793109 | OSCR | OSCAR HEALTH INC | $4.2M | 0.14% | 365,573 | Common | SOLE |
| 98980F104 | GTM | ZOOMINFO TECHNOLOGIES INC | $4.0M | 0.13% | 670,000 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.