§ 13F · FUND PROFILE
Dragoneer Investment Group, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $4.5B (13F)Positions · 26Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$408M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 3.73M | $650M | 21.7% | +41% |
| 2 | CPNG | COUPANG INC | 27.85M | $526M | 17.5% | +29% |
| 3 | META | META PLATFORMS INC | 713K | $408M | 13.6% | NEW |
| 4 | CVNA | CARVANA CO | 1.25M | $394M | 13.1% | +28% |
| 5 | GLBE | GLOBAL E ONLINE LTD | 11.12M | $343M | 11.4% | −2% |
| 6 | XYZ | BLOCK INC | 2.92M | $176M | 5.9% | −41% |
| 7 | SAIL | SAILPOINT INC | 8.00M | $106M | 3.5% | ±0% |
| 8 | CHYM | CHIME FINL INC | 4.31M | $81M | 2.7% | −50% |
| 9 | KLAR | KLARNA GROUP PLC | 5.80M | $76M | 2.5% | −30% |
| 10 | NU | NU HLDGS LTD | 4.95M | $71M | 2.4% | ±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 $4.5 billion in assets. The fund runs a focused portfolio of just 26 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed