§ 13F · FUND PROFILE
Dragoneer Investment Group, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $4529.0T (13F)Positions · 26Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$312.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | CPNG | COUPANG INC | 21.58M | $509.0T | 11.1% | +47% |
| 2 | NVDA | NVIDIA CORPORATION | 2.65M | $493.9T | 10.8% | +27% |
| 3 | GLBE | GLOBAL E ONLINE LTD | 11.37M | $446.8T | 9.7% | −4% |
| 4 | CVNA | CARVANA CO | 979K | $413.4T | 9.0% | +44% |
| 5 | DAY | DAYFORCE INC | 4.75M | $328.5T | 7.2% | ±0% |
| 6 | XYZ | BLOCK INC | 4.98M | $324.0T | 7.1% | −24% |
| 7 | MELI | MERCADOLIBRE INC | 160K | $322.7T | 7.0% | +55% |
| 8 | KLAR | KLARNA GROUP PLC | 8.28M | $239.5T | 5.2% | ±0% |
| 9 | CHYM | CHIME FINL INC | 8.55M | $215.2T | 4.7% | ±0% |
| 10 | PDD | PDD HOLDINGS INC | 1.84M | $208.1T | 4.5% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE DRAGONEER SIGNAL
AC read
Dragoneer Investment Group, LLC is a Other fund managing $4528974.9 trillion in assets. The fund runs a focused portfolio of just 26 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed