Dragoneer Investment

Dragoneer Investment Group as of Dec. 31, 2025

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