Dragoneer Investment
Latest statistics and disclosures from Dragoneer Investment Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, CPNG, META, CVNA, GLBE, and represent 77.31% of Dragoneer Investment Group's stock portfolio.
- Added to shares of these 4 stocks: META (+$408M), NVDA (+$188M), CPNG (+$119M), CVNA (+$86M).
- Started 1 new stock position in META.
- Reduced shares in these 10 stocks: Ceridian Hcm Hldg (-$329M), MELI (-$323M), PDD (-$208M), DUOL (-$204M), EXE (-$146M), XYZ (-$124M), CRK (-$100M), CHYM (-$79M), Jamf Hldg Corp (-$56M), NAVN (-$36M).
- Sold out of its positions in Ceridian Hcm Hldg, EXE, CRK, DUOL, FIG, GEMI, Jamf Hldg Corp, MDLN, MELI, NAVN. PDD.
- Dragoneer Investment Group was a net seller of stock by $-893M.
- Dragoneer Investment Group has $3.0B in assets under management (AUM), dropping by -34.54%.
- Central Index Key (CIK): 0001602189
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Portfolio Holdings for Dragoneer Investment Group
Dragoneer Investment Group holds 17 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 21.7 | $650M | +40% | 3.7M | 174.40 |
|
| Coupang Cl A (CPNG) | 17.5 | $526M | +29% | 28M | 18.88 |
|
| Meta Platforms Cl A (META) | 13.6 | $408M | NEW | 713k | 572.13 |
|
| Carvana Cl A (CVNA) | 13.1 | $394M | +27% | 1.3M | 314.38 |
|
| Global E Online SHS (GLBE) | 11.4 | $343M | -2% | 11M | 30.85 |
|
| Block Cl A (XYZ) | 5.9 | $176M | -41% | 2.9M | 60.18 |
|
| Sailpoint (SAIL) | 3.5 | $106M | 8.0M | 13.24 |
|
|
| Chime Finl Com Shs Cl A (CHYM) | 2.7 | $81M | -49% | 4.3M | 18.73 |
|
| Klarna Group SHS (KLAR) | 2.5 | $76M | -29% | 5.8M | 13.09 |
|
| Nu Hldgs Ord Shs Cl A (NU) | 2.4 | $71M | 5.0M | 14.37 |
|
|
| Servicetitan Shs Cl A (TTAN) | 2.1 | $64M | 1.0M | 63.46 |
|
|
| Ccc Intelligent Solutions Holdings (CCC) | 1.8 | $55M | 9.2M | 6.00 |
|
|
| Datadog Cl A Com (DDOG) | 1.1 | $32M | 272k | 118.05 |
|
|
| Root Cl A New (ROOT) | 0.2 | $6.8M | 154k | 44.17 |
|
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| Wealthfront Corp (WLTH) | 0.2 | $6.1M | 654k | 9.25 |
|
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| Oscar Health Cl A (OSCR) | 0.1 | $4.2M | -44% | 366k | 11.47 |
|
| Zoominfo Technologies Common Stock (GTM) | 0.1 | $4.0M | 670k | 5.98 |
|
Past Filings by Dragoneer Investment Group
SEC 13F filings are viewable for Dragoneer Investment Group going back to 2014
- Dragoneer Investment Group 2026 Q1 filed May 15, 2026
- Dragoneer Investment Group 2025 Q4 filed Feb. 17, 2026
- Dragoneer Investment Group 2025 Q3 filed Nov. 14, 2025
- Dragoneer Investment Group 2025 Q2 filed Aug. 14, 2025
- Dragoneer Investment Group 2025 Q1 filed May 15, 2025
- Dragoneer Investment Group 2024 Q4 filed Feb. 14, 2025
- Dragoneer Investment Group 2024 Q3 filed Nov. 14, 2024
- Dragoneer Investment Group 2024 Q2 filed Aug. 14, 2024
- Dragoneer Investment Group 2024 Q1 filed May 15, 2024
- Dragoneer Investment Group 2023 Q4 filed Feb. 14, 2024
- Dragoneer Investment Group 2023 Q3 filed Nov. 14, 2023
- Dragoneer Investment Group 2023 Q2 filed Aug. 14, 2023
- Dragoneer Investment Group 2023 Q1 filed May 15, 2023
- Dragoneer Investment Group 2022 Q4 filed Feb. 14, 2023
- Dragoneer Investment Group 2022 Q3 filed Nov. 14, 2022
- Dragoneer Investment Group 2022 Q2 filed Aug. 15, 2022