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SAN FRANCISCO, CA · CIK 0001602189
New positions
1
Added to
3
Trimmed
5
Exited
11
Sectors derived from SEC SIC codes, value-weighted. Positions without a resolvable ticker are shown as Unclassified.
Source: SEC 13F-HR filing filed on 2026-05-15 ·View on SEC.gov →
Top 17 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | $650.23M | 21.66% | +40.8% |
| 2 | CPNGCOUPANG INC | $525.86M | 17.52% | +29.1% |
| 3 | METAMETA PLATFORMS INC | $407.81M | 13.58% | New |
| 4 | CVNACARVANA CO | $393.91M | 13.12% | +27.9% |
| 5 | GLBEGLOBAL E ONLINE LTD | $342.92M | 11.42% | -2.2% |
| 6 | XYZBLOCK INC | $175.63M | 5.85% | -41.4% |
| 7 | SAILSAILPOINT INC | $105.92M | 3.53% | - |
| 8 | CHYMCHIME FINL INC | $80.71M | 2.69% | -49.6% |
| 9 | KLARKLARNA GROUP PLC | $75.97M | 2.53% | -29.9% |
| 10 | NUNU HLDGS LTD | $71.19M | 2.37% | - |
| Stock | Value | Shares |
|---|---|---|
| METAMETA PLATFORMS INC | $407.81M | 712,800 |
As of Q1 2026, Dragoneer Investment Group, LLC reported a portfolio value of $3.00B across 17 positions in their 13F filing.
Dragoneer Investment Group, LLC's largest holding is NVDA with a position worth $650.23M. Their top holdings include NVDA, CPNG, META, CVNA, GLBE.
In Q1 2026, Dragoneer Investment Group, LLC made the following changes to their portfolio: 1 new position, 11 positions sold out, 3 positions increased, 5 positions reduced.
Dragoneer Investment Group, LLC files quarterly 13F reports with the SEC, disclosing their long positions in U.S. equities. These filings are due within 45 days of the quarter end and provide transparency into their investment strategy and portfolio allocation.
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