Institutional Manager · CIK 0001602189
Dragoneer Investment Group, LLC
SAN FRANCISCO, CA · File #028-16733
Latest AUM
$4.59B
Positions
27
Top-10 Concentration
76.3%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202527 pos · $4.59B
- 13F HOLDINGS REPORTQ/E Sep 202526 pos · $4.53B
- 13F HOLDINGS REPORTQ/E Jun 202520 pos · $4.90B
- 13F HOLDINGS REPORTQ/E Mar 202522 pos · $4.75B
- 13F HOLDINGS REPORTQ/E Dec 202423 pos · $5.73B
- 13F HOLDINGS REPORTQ/E Sep 202424 pos · $5.75B
- 13F HOLDINGS REPORTQ/E Jun 202433 pos · $5.23B
- 13F HOLDINGS REPORTQ/E Mar 202429 pos · $4.32B
- 13F HOLDINGS REPORTQ/E Dec 202329 pos · $4.34B
- 13F HOLDINGS REPORTQ/E Sep 202326 pos · $4.84B
- 13F HOLDINGS REPORTQ/E Jun 202330 pos · $4.22B
- 13F HOLDINGS REPORTQ/E Mar 202331 pos · $3.23B
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 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% |