Dragoneer Investment Group, LLC holds a concentrated book of 17 stocks worth $3.0B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened META PLATFORMS INC and trimmed GLOBAL E ONLINE LTD. Their largest long position is NVIDIA CORPORATION at 22% of the equity book.
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Use Arkolith to show Dragoneer Investment Group, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
0% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation COM | $650.2M | 3.73M | 21.7% | ▲+41% Added · +1.1M sh | |
| 2 | Coupang Inc CL A | $525.9M | 27.85M | 17.5% | ▲+29% Added · +6.3M sh | |
| 3 | Meta Platforms Inc CL A | $407.8M | 712.8K | 13.6% | ▲New New position | |
| 4 | Carvana Co CL A | $393.9M | 1.25M | 13.1% | ▲+28% Added · +274K sh | |
| 5 | Global E Online Ltd SHS | $342.9M | 11.12M | 11.4% | ▼−2.2% Reduced · −249K sh | |
| 6 | Block Inc CL A | $175.6M | 2.92M | 5.9% | ▼−41% Reduced · −2.1M sh | |
| 7 | Sailpoint Inc COM | $105.9M | 8.00M | 3.5% | —Held | |
| 8 | Chime Finl Inc COM SHS CL A | $80.7M | 4.31M | 2.7% | ▼−50% Reduced · −4.2M sh | |
| 9 | Klarna Group PLC SHS | $76.0M | 5.80M | 2.5% | ▼−30% Reduced · −2.5M sh | |
| 10 | Nu Hldgs Ltd ORD SHS CL A | $71.2M | 4.95M | 2.4% | —Held | |
| 11 | Servicetitan Inc SHS CL A | $63.5M | 1.00M | 2.1% | —Held | |
| 12 | CCC Intelligent Solutions HL COM | $55.2M | 9.20M | 1.8% | —Held | |
| 13 | Datadog Inc CL A COM | $32.1M | 271.8K | 1.1% | —Held | |
| 14 | Root Inc CL A NEW | $6.8M | 154.3K | 0.2% | —Held | |
| 15 | Wealthfront Corp COM | $6.1M | 654.3K | 0.2% | —Held | |
| 16 | Oscar Health Inc CL A | $4.2M | 365.6K | 0.1% | ▼−44% Reduced · −292K sh | |
| 17 | Zoominfo Technologies Inc COMMON STOCK | $4.0M | 670.0K | 0.1% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 17 | $3.0B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 27 | $4.6B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 26 | $4.5B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 20 | $4.9B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 22 | $4.8B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 23 | $5.7B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 24 | $5.8B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 33 | $5.2B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 15, 2024 | 29 | $4.3B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 14, 2024 | 28 | $4.6B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 14, 2023 | 29 | $4.3B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 26 | $4.8B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 30 | $4.2B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 14, 2023 | 31 | $3.2B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 35 | $3.8B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 15, 2022 | 39 | $3.9B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 16, 2022 | 52 | $7.8B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 15, 2022 | 64 | $8.7B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 15, 2021 | 72 | $7.6B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 16, 2021 | 63 | $7.8B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 17, 2021 | 48 | $7.0B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 16, 2021 | 40 | $6.7B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 16, 2020 | 33 | $4.5B | 13F-HR |
| Q2 2020 | Jun 30, 2020 | Aug 14, 2020 | 23 | $3.0B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.