2026 Q1 Portfolio Activity
In 2026 Q1, Dragoneer Investment Group, LLC maintained a portfolio of 28 distinct positions. The most significant new addition was META PLATFORMS INC, now representing 13.58% of the total fund value. They heavily accumulated shares in NVIDIA CORPORATION, increasing the position by 40.8%. Conversely, Dragoneer Investment Group, LLC completely exited their position in DAYFORCE INC.
Position History
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Total Positions
28
Quarter
2026 Q1
Top Holding
NVDA (21.7%)
Top 10 Concentration
94.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-28 of 28
Dragoneer Investment Group, LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
NVDA
NVIDIA CORPORAT...
|
Technology | 21.66% | 10.77% |
#1
1
Prev: #2
|
8.5 |
—
|
1,080,000 | 40.8% |
P
S
|
3,728,387 | $650,230,693 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CPNG
COUPANG INC
|
Consumer Cyclical | 17.52% | 11.10% |
#2
1
Prev: #1
|
8.0 |
—
|
6,276,300 | 29.1% |
P
S
|
27,852,856 | $525,861,921 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
META
META PLATFORMS ...
|
Communication Services | 13.58% | — |
#3
Prev: #—
|
8.5 |
—
|
712,800 | — |
NEW
|
712,800 | $407,814,264 | 2016 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CVNA
CARVANA CO
|
Consumer Cyclical | 13.12% | 9.01% |
#4
Prev: #4
|
7.0 |
—
|
273,500 | 27.9% |
P
S
|
1,252,960 | $393,905,565 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GLBE
GLOBAL E ONLINE...
|
Consumer Cyclical | 11.42% | 9.74% |
#5
2
Prev: #3
|
5.0 |
—
|
-249,399 | -2.2% |
P
S
|
11,115,629 | $342,917,155 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
XYZ
BLOCK INC
|
Technology | 5.85% | 7.07% |
#6
Prev: #6
|
2.3 |
—
|
-2,059,763 | -41.4% |
P
S
|
2,918,392 | $175,628,831 | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SAIL
SAILPOINT INC
|
Technology | 3.53% | 3.53% |
#7
5
Prev: #12
|
2.4 |
—
|
no change | no change |
P
S
|
8,000,000 | $105,920,000 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CHYM
CHIME FINL INC
|
Technology | 2.69% | 4.69% |
#8
1
Prev: #9
|
1.1 |
—
|
-4,239,885 | -49.6% |
P
S
|
4,308,999 | $80,707,551 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
N/A
KLARNA GROUP PL...
|
|
Unknown | 2.53% | 5.22% |
#9
1
Prev: #8
|
1.0 |
—
|
-2,479,852 | -29.9% |
P
S
|
5,803,764 | $75,971,268 | — | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
NU
NU HLDGS LTD
|
Financial Services | 2.37% | 1.81% |
#10
6
Prev: #16
|
1.9 |
—
|
no change | no change |
P
S
|
4,954,299 | $71,193,277 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TTAN
SERVICETITAN IN...
|
Technology | 2.12% | 2.32% |
#11
3
Prev: #14
|
1.8 |
—
|
no change | no change |
P
S
|
1,000,885 | $63,516,162 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CCCS
CCC INTELLIGENT...
|
Unknown | 1.84% | 1.59% |
#12
5
Prev: #17
|
1.7 |
—
|
no change | no change |
P
S
|
9,196,301 | $55,177,806 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
DDOG
DATADOG INC
|
Technology | 1.07% | 0.81% |
#13
6
Prev: #19
|
1.4 |
—
|
no change | no change |
P
S
|
271,800 | $32,085,990 | 2019 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ROOT
ROOT INC
|
Financial Services | 0.23% | 0.24% |
#14
9
Prev: #23
|
1.1 |
—
|
no change | no change |
P
S
|
154,320 | $6,816,314 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
WLTH
WEALTHFRONT COR...
|
Technology | 0.20% | 0.19% |
#15
10
Prev: #25
|
1.1 |
—
|
no change | no change |
P
S
|
654,338 | $6,052,627 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
OSCR
OSCAR HEALTH IN...
|
Healthcare | 0.14% | 0.21% |
#16
8
Prev: #24
|
0.1 |
—
|
-291,862 | -44.4% |
P
S
|
365,573 | $4,193,122 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GTM
ZOOMINFO TECHNO...
|
Technology | 0.13% | 0.15% |
#17
10
Prev: #27
|
1.1 |
—
|
no change | no change |
P
S
|
670,000 | $4,006,600 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GEMI
GEMINI SPACE ST...
|
Financial Services | 0.00% | 0.18% |
Sold All 😨
(Was: #26) |
0.0 |
—
|
-810,000 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
FIG
FIGMA INC
|
Technology | 0.00% | 0.35% |
Sold All 😨
(Was: #22) |
0.0 |
—
|
-431,165 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MDLN
MEDLINE INC
|
Healthcare | 0.00% | 0.48% |
Sold All 😨
(Was: #21) |
0.0 |
—
|
-525,000 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NAVN
NAVAN INC
|
Technology | 0.00% | 0.78% |
Sold All 😨
(Was: #20) |
0.0 |
—
|
-2,095,507 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
JAMF
JAMF HLDG CORP
|
Unknown | 0.00% | 1.23% |
Sold All 😨
(Was: #18) |
0.0 |
—
|
-4,328,286 | -100.0% |
CLOSED
|
— | $— | 2020 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CRK
COMSTOCK RES IN...
|
Energy | 0.00% | 2.17% |
Sold All 😨
(Was: #15) |
0.0 |
—
|
-4,298,202 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
EXE
EXPAND ENERGY C...
|
Energy | 0.00% | 3.18% |
Sold All 😨
(Was: #13) |
0.0 |
—
|
-1,319,618 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
DUOL
DUOLINGO INC
|
Technology | 0.00% | 4.44% |
Sold All 😨
(Was: #11) |
0.0 |
—
|
-1,159,887 | -100.0% |
CLOSED
|
— | $— | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
PDD
PDD HOLDINGS IN...
|
Consumer Cyclical | 0.00% | 4.54% |
Sold All 😨
(Was: #10) |
0.0 |
—
|
-1,835,428 | -100.0% |
CLOSED
|
— | $— | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MELI
MERCADOLIBRE IN...
|
Consumer Cyclical | 0.00% | 7.04% |
Sold All 😨
(Was: #7) |
0.0 |
—
|
-160,193 | -100.0% |
CLOSED
|
— | $— | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
DAY
DAYFORCE INC
|
Unknown | 0.00% | 7.16% |
Sold All 😨
(Was: #5) |
0.0 |
—
|
-4,749,842 | -100.0% |
CLOSED
|
— | $— | 2018 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 |
Showing 1-28 of 28 holdings