Dragoneer Investment Group, LLC holds a concentrated book of 17 reported positions worth $3.0B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Meta Platforms Inc-Class A and trimmed Global-E Online Ltd. Their largest long position is Nvidia Corp at 22% of the reported non-option book. Cloning the disclosed picks since 2015 would be +159% (+8.6%/yr). That is a simulation of the disclosed long book, not audited returns.
The reported book (valued from quarter-end) returned +175.0%, a 16.2-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Dragoneer Investment Group, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~45 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
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.
100% mapped to company sectors
+3 sectors below the cut, under 0.5% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Dragoneer Investment Group, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| DAG Ventures, LLC | 2 / 17 | $124.6M |
| Donor Advised Charitable Giving, Inc. | 2 / 17 | $4.4B |
| Galileo (PTC) Ltd | 2 / 17 | $1.1B |
| Thoma Bravo, L.P. | 2 / 17 | $6.4B |
| Massachusetts Institute Of Technology | 3 / 17 | $696.7M |
| CAS Investment Partners, LLC | 2 / 17 | $1.6B |
| Technology Crossover Management X, Ltd. | 2 / 17 | $646.6M |
| Palidye Holdings (Caymans) Ltd | 4 / 17 | $426.0M |
Ranked by the share of each fund's own book sitting in the names it shares with Dragoneer Investment Group, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1602189/holdings"
Use Arkolith to show Dragoneer Investment Group, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 45d | 17 | $3.0B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 48d | 27 | $4.6B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 45d | 26 | $4.5B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 45d | 20 | $4.9B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 45d | 22 | $4.8B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 45d | 23 | $5.7B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 45d | 24 | $5.8B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 45d | 33 | $5.2B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 15, 2024 | 45d | 29 | $4.3B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 14, 2024 | 45d | 28 | $4.6B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 14, 2023 | 45d | 29 | $4.3B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 45d | 26 | $4.8B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 45d | 30 | $4.2B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 14, 2023 | 45d | 31 | $3.2B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 45d | 35 | $3.8B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 15, 2022 | 46d | 39 | $3.9B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 16, 2022 | 46d | 52 | $7.8B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 15, 2022 | 46d | 64 | $8.7B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 15, 2021 | 46d | 72 | $7.6B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 16, 2021 | 47d | 63 | $7.8B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 17, 2021 | 47d | 48 | $7.0B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 16, 2021 | 47d | 40 | $6.7B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 16, 2020 | 47d | 33 | $4.5B | 13F-HR |
| Q2 2020 | Jun 30, 2020 | Aug 14, 2020 | 45d | 23 | $3.0B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.