Institutional Fund
Dragoneer Investment Group, LLC
San Francisco, CACIK 16021895 filings on record
Portfolio Value
$3.00B
Q1 2026
Holdings
17
Reported positions
New Buys
1
Opened this quarter
QoQ Change
-34.5%
from $4.59B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Nvidia Corporation21.7%
- Coupang Inc17.5%
- Meta Platforms Inc13.6%
- Carvana Co13.1%
- Global E Online Ltd11.4%
- Block Inc5.9%
- Other16.8%
Portfolio Holdings
17 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 3.73M | $650.23M | 21.7% | +1.08M | Added |
| 2 | Coupang Inc | 27.85M | $525.86M | 17.5% | +6.28M | Added |
| 3 | Meta Platforms Inc | 712.8K | $407.81M | 13.6% | +712.8K | New |
| 4 | Carvana Co | 1.25M | $393.91M | 13.1% | +273.5K | Added |
| 5 | Global E Online Ltd | 11.12M | $342.92M | 11.4% | −249.4K | Reduced |
| 6 | Block Inc | 2.92M | $175.63M | 5.9% | −2.06M | Reduced |
| 7 | Sailpoint Inc | 8.00M | $105.92M | 3.5% | 0 | Held |
| 8 | Chime Finl Inc | 4.31M | $80.71M | 2.7% | −4.24M | Reduced |
| 9 | Klarna Group PLC | 5.80M | $75.97M | 2.5% | −2.48M | Reduced |
| 10 | Nu Hldgs Ltd | 4.95M | $71.19M | 2.4% | 0 | Held |
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