13F HOLDINGS REPORT
Dragoneer Investment Group, LLC
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001193125-26-052974
Total Value
$4.59B
Positions
27
Other Managers
0
Confidential Omitted
No
Holdings (27)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | COUPANG INC | CPNG | 21,576,556 | $509.0M | 11.10% |
| 2 | NVIDIA CORPORATION | NVDA | 2,648,387 | $493.9M | 10.77% |
| 3 | GLOBAL E ONLINE LTD | GLBE | 11,365,028 | $446.8M | 9.74% |
| 4 | CARVANA CO | CVNA | 979,460 | $413.4M | 9.01% |
| 5 | DAYFORCE INC | 15677J108 | 4,749,842 | $328.5M | 7.16% |
| 6 | BLOCK INC | BSQKZ | 4,978,155 | $324.0M | 7.07% |
| 7 | MERCADOLIBRE INC | MELI | 160,193 | $322.7M | 7.04% |
| 8 | KLARNA GROUP PLC | KLAR | 8,283,616 | $239.5M | 5.22% |
| 9 | CHIME FINL INC | 16935C109 | 8,548,884 | $215.2M | 4.69% |
| 10 | PDD HOLDINGS INC | PDD | 1,835,428 | $208.1M | 4.54% |
| 11 | DUOLINGO INC | DUOL | 1,159,887 | $203.6M | 4.44% |
| 12 | SAILPOINT INC | SAIL | 8,000,000 | $161.8M | 3.53% |
| 13 | EXPAND ENERGY CORPORATION | EXE | 1,319,618 | $145.6M | 3.18% |
| 14 | SERVICETITAN INC | TTAN | 1,000,885 | $106.6M | 2.32% |
| 15 | COMSTOCK RES INC | LODE | 4,298,202 | $99.6M | 2.17% |
| 16 | NU HLDGS LTD | NU | 4,954,299 | $82.9M | 1.81% |
| 17 | CCC INTELLIGENT SOLUTIONS HL | CCC | 9,196,301 | $73.1M | 1.59% |
| 18 | JAMF HLDG CORP | 47074L105 | 4,328,286 | $56.3M | 1.23% |
| 19 | DATADOG INC | DDOG | 271,800 | $37.0M | 0.81% |
| 20 | NAVAN INC | NAVN | 2,095,507 | $35.8M | 0.78% |
| 21 | MEDLINE INC | MDLN | 525,000 | $22.1M | 0.48% |
| 22 | FIGMA INC | FIG | 431,165 | $16.1M | 0.35% |
| 23 | ROOT INC | ROOT | 154,320 | $11.1M | 0.24% |
| 24 | OSCAR HEALTH INC | OSCR | 657,435 | $9.4M | 0.21% |
| 25 | WEALTHFRONT CORP | WLTH | 654,338 | $8.9M | 0.19% |
| 26 | GEMINI SPACE STA INC | GEMI | 810,000 | $8.0M | 0.18% |
| 27 | ZOOMINFO TECHNOLOGIES INC | GTM | 670,000 | $6.8M | 0.15% |