Dragoneer Investment Group, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$3.00B
Q ending 2026-03-31
Prior quarter
$4.59B
Q ending 2025-12-31
Change
-34.5% QoQ · -36.8% YoY
Positions
17
reported holdings
Largest positions
All 17 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Nvidia Corporation | NVDA | Shares | $650.2M | 3.7M |
| Coupang Inc | CPNG | Shares | $525.9M | 27.9M |
| Meta Platforms Inc | META | Shares | $407.8M | 713K |
| Carvana Co | CVNA | Shares | $393.9M | 1.3M |
| Global E Online Ltd | Shares | $342.9M | 11.1M | |
| Block Inc | XYZ | Shares | $175.6M | 2.9M |
| Sailpoint Inc | SAIL | Shares | $105.9M | 8.0M |
| Chime Finl Inc | CHYM | Shares | $80.7M | 4.3M |
| Klarna Group Plc | Shares | $76.0M | 5.8M | |
| Nu Hldgs Ltd | Shares | $71.2M | 5.0M | |
| Servicetitan Inc | TTAN | Shares | $63.5M | 1.0M |
| Ccc Intelligent Solutions Hl | CCC | Shares | $55.2M | 9.2M |
| Datadog Inc | DDOG | Shares | $32.1M | 272K |
| Root Inc | ROOT | Shares | $6.8M | 154K |
| Wealthfront Corp | WLTH | Shares | $6.1M | 654K |
| Oscar Health Inc | OSCR | Shares | $4.2M | 366K |
| Zoominfo Technologies Inc | GTM | Shares | $4.0M | 670K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.