Dragoneer Investment Group, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Dragoneer Investment Group, LLC reported 17 stock positions worth $3.0 billion. Its top holding was Nvidia (NVDA) at 21.7% of the portfolio, followed by Coupang (CPNG, 17.5%) and Meta Platforms Class A (META, 13.6%). Compared with Q4 2025, it opened 1 new position, sold out of 11, added to 3 and reduced 5. The biggest buy was a new position in Meta Platforms Class A (META) and the biggest sale an exit from Dayforce (DAY).
- Most Recent 13F
- Q2 2026
- Location
- SAN FRANCISCO, CA
- CIK
- 0001602189
- Portfolio Value
- $3.0B (Q1 2026)
- SEC Filing
- 0001193125-26-225175 ↗ filed May 15, 2026
Holdings Value
Holdings 17 stocks · $3.0B
| NVDA Nvidia Corp. | 21.66% | 3,728,387 | $650.2M | Add +40.8% |
| CPNG Coupang Inc. | 17.52% | 27,852,856 | $525.9M | Add +29.1% |
| META Meta Platforms Inc. Class A | 13.58% | 712,800 | $407.8M | New |
| CVNA Carvana Co. | 13.12% | 1,252,960 | $393.9M | Add +27.9% |
| GLBE Global-E Online Ltd. | 11.42% | 11,115,629 | $342.9M | Reduce -2.2% |
| XYZ Block Inc. | 5.85% | 2,918,392 | $175.6M | Reduce -41.4% |
| SAIL Sailpoint Inc. | 3.53% | 8,000,000 | $105.9M | No change |
| CHYM Chime Financial Inc. Class A | 2.69% | 4,308,999 | $80.7M | Reduce -49.6% |
| KLAR Klarna Group PLC | 2.53% | 5,803,764 | $76.0M | Reduce -29.9% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 2.37% | 4,954,299 | $71.2M | No change |
| TTAN Servicetitan Inc. Class A | 2.12% | 1,000,885 | $63.5M | No change |
| CCC CCC Intelligent Solutions Ho | 1.84% | 9,196,301 | $55.2M | No change |
| DDOG Datadog Inc. Class A | 1.07% | 271,800 | $32.1M | No change |
| ROOT Root Inc./Oh Class A | 0.23% | 154,320 | $6.8M | No change |
| WLTH Wealthfront Corp. | 0.20% | 654,338 | $6.1M | No change |
| OSCR Oscar Health Inc. Class A | 0.14% | 365,573 | $4.2M | Reduce -44.4% |
| GTM Zoominfo Technologies Inc. | 0.13% | 670,000 | $4.0M | No change |
Portfolio Sells Q4 2025 → Q1 2026
| DAY Dayforce Inc. | Sold out | 0.00% | −7.16 |
| MELI MercadoLibre Inc. | Sold out | 0.00% | −7.04 |
| PDD PDD Holdings Inc. | Sold out | 0.00% | −4.54 |
| DUOL Duolingo | Sold out | 0.00% | −4.44 |
| EXE Expand Energy Corp. | Sold out | 0.00% | −3.18 |
| KLAR Klarna Group PLC | Reduce -29.9% | 2.53% | −2.69 |
| CRK Comstock Resources Inc. | Sold out | 0.00% | −2.17 |
| CHYM Chime Financial Inc. Class A | Reduce -49.6% | 2.69% | −2.00 |
| JAMF Jamf Holding Corp. | Sold out | 0.00% | −1.23 |
| XYZ Block Inc. | Reduce -41.4% | 5.85% | −1.22 |
| NAVN Navan Inc. Class A | Sold out | 0.00% | −0.78 |
| MDLN Medline Inc. Class A | Sold out | 0.00% | −0.48 |
| FIG Figma Inc. Class A | Sold out | 0.00% | −0.35 |
| GEMI Gemini Space Station Inc. Class A | Sold out | 0.00% | −0.18 |
| OSCR Oscar Health Inc. Class A | Reduce -44.4% | 0.14% | −0.07 |
| GLBE Global-E Online Ltd. | Reduce -2.2% | 11.42% | +1.68 |
Portfolio Buys Q4 2025 → Q1 2026
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 12 | $2.8B | SPCX, AMD, AMZN, INIO, KLAR |
| Q1 2026 | 17 | $3.0B | NVDA, CPNG, META, CVNA, GLBE |
| Q4 2025 | 27 | $4.6B | CPNG, NVDA, GLBE, CVNA, DAY |
| Q3 2025 | 26 | $4.5B | DUOL, XYZ, CPNG, GLBE, NVDA |
| Q2 2025 | 20 | $4.9B | XYZ, CPNG, NVDA, FLUT, PDD |
| Q1 2025 | 22 | $4.8B | CPNG, PDD, XYZ, INTU, DUOL |
| Q4 2024 | 23 | $5.7B | GLBE, RBLX, PDD, CPNG, TEAM |
| Q3 2024 | 24 | $5.8B | GLBE, TEAM, RBLX, PDD, DAY |
| Q2 2024 | 33 | $5.2B | GLBE, TEAM, RBLX, CPNG, PDD |
| Q1 2024 | 29 | $4.3B | GLBE, GTM, RBLX, CPNG, FLUT |