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-Class A and trimmed Global-E Online Ltd. Their largest long position is Nvidia Corp at 22% of the equity book. Cloning the disclosed picks since 2015 would be +155% (+8.5%/yr). That is a simulation of the disclosed long book, not audited returns.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
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.
The reported book (valued from quarter-end) returned +171.1%, a 15.9-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
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
Other tracked managers holding the same core names as Dragoneer Investment Group, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 26 / 17 | $459.8B |
| STATE STREET CORP | 26 / 17 | $234.9B |
| JPMORGAN CHASE & CO | 26 / 17 | $106.4B |
| MORGAN STANLEY | 26 / 17 | $91.8B |
| BANK OF AMERICA CORP /DE/ | 26 / 17 | $48.3B |
| ROYAL BANK OF CANADA | 26 / 17 | $22.5B |
| UBS Group AG | 26 / 17 | $22.4B |
| BARCLAYS PLC | 26 / 17 | $20.1B |
Ranked by how many of Dragoneer Investment Group, LLC's top 17 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
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, filed up to 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.