Dragoneer Investment

Latest statistics and disclosures from Dragoneer Investment Group's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are CPNG, NVDA, GLBE, CVNA, Ceridian Hcm Hldg, and represent 47.79% of Dragoneer Investment Group's stock portfolio.
  • Added to shares of these 9 stocks: CPNG (+$163M), EXE (+$146M), CVNA (+$127M), MELI (+$114M), NVDA (+$106M), CRK (+$100M), NAVN (+$36M), MDLN (+$22M), WLTH (+$8.9M).
  • Started 5 new stock positions in MDLN, WLTH, EXE, CRK, NAVN.
  • Reduced shares in these 9 stocks: XYZ (-$102M), DUOL (-$74M), FLNC (-$66M), GLBE (-$21M), OSCR (-$9.9M), GEMI (-$8.0M), STUB (-$7.2M), PTRN (-$6.7M), ARX (-$5.0M).
  • Sold out of its positions in FLNC, PTRN, STUB, ARX.
  • Dragoneer Investment Group was a net buyer of stock by $523M.
  • Dragoneer Investment Group has $4.6B in assets under management (AUM), dropping by 1.26%.
  • Central Index Key (CIK): 0001602189

Tip: Access up to 7 years of quarterly data

Positions held by Dragoneer Investment consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Dragoneer Investment Group

Dragoneer Investment Group holds 27 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Coupang Cl A (CPNG) 11.1 $509M +47% 22M 23.59
 View chart
NVIDIA Corporation (NVDA) 10.8 $494M +27% 2.6M 186.50
 View chart
Global E Online SHS (GLBE) 9.7 $447M -4% 11M 39.31
 View chart
Carvana Cl A (CVNA) 9.0 $413M +44% 980k 422.02
 View chart
Ceridian Hcm Hldg 7.2 $329M 4.7M 69.16
 View chart
Block Cl A (XYZ) 7.1 $324M -23% 5.0M 65.09
 View chart
MercadoLibre (MELI) 7.0 $323M +54% 160k 2014.26
 View chart
Klarna Group SHS (KLAR) 5.2 $240M 8.3M 28.91
 View chart
Chime Finl Com Shs Cl A (CHYM) 4.7 $215M 8.5M 25.17
 View chart
Pdd Holdings Sponsored Ads (PDD) 4.5 $208M 1.8M 113.39
 View chart
Duolingo Cl A Com (DUOL) 4.4 $204M -26% 1.2M 175.50
 View chart
Sailpoint (SAIL) 3.5 $162M 8.0M 20.23
 View chart
Chesapeake Energy Corp (EXE) 3.2 $146M NEW 1.3M 110.36
 View chart
Servicetitan Shs Cl A (TTAN) 2.3 $107M 1.0M 106.50
 View chart
Comstock Resources (CRK) 2.2 $100M NEW 4.3M 23.18
 View chart
Nu Hldgs Ord Shs Cl A (NU) 1.8 $83M 5.0M 16.74
 View chart
Ccc Intelligent Solutions Holdings (CCC) 1.6 $73M 9.2M 7.95
 View chart
Jamf Hldg Corp 1.2 $56M 4.3M 13.01
 View chart
Datadog Cl A Com (DDOG) 0.8 $37M 272k 135.99
 View chart
Navan Cl A (NAVN) 0.8 $36M NEW 2.1M 17.08
 View chart
Medline Com Cl A (MDLN) 0.5 $22M NEW 525k 42.00
 View chart
Figma Class A Com Stk (FIG) 0.4 $16M 431k 37.37
 View chart
Root Cl A New (ROOT) 0.2 $11M 154k 72.23
 View chart
Oscar Health Cl A (OSCR) 0.2 $9.4M -51% 657k 14.37
 View chart
Wealthfront Corp (WLTH) 0.2 $8.9M NEW 654k 13.59
 View chart
Gemini Space Sta Cl A Com (GEMI) 0.2 $8.0M -50% 810k 9.92
 View chart
Zoominfo Technologies Common Stock (GTM) 0.1 $6.8M 670k 10.17
 View chart

Past Filings by Dragoneer Investment Group

SEC 13F filings are viewable for Dragoneer Investment Group going back to 2014

View all past filings