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SAN FRANCISCO, CA · CIK 0001602189
New positions
5
Added to
4
Trimmed
5
Exited
4
Dragoneer Investment Group, LLC (SAN FRANCISCO, CA) reported a portfolio value of $4.59B across 27 positions in their Q4 2025 SEC 13F filing (period ending 2025-12-31). The top 10 positions account for 76.3% of the portfolio.
Top 27 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | CPNGCOUPANG INC | $508.99M | 11.10% | +47.1% |
| 2 | NVDANVIDIA CORPORATION | $493.92M | 10.77% | +27.4% |
| 3 | GLBEGLOBAL E ONLINE LTD | $446.76M | 9.74% | -4.4% |
| 4 | CVNACARVANA CO | $413.35M | 9.01% | +44.3% |
| 5 | DAYDAYFORCE INC | $328.50M | 7.16% | - |
| 6 | XYZBLOCK INC | $324.03M | 7.07% | -24.0% |
| 7 | MELIMERCADOLIBRE INC | $322.67M | 7.04% | +55.0% |
| 8 | KLARKLARNA GROUP PLC | $239.48M | 5.22% | - |
| 9 | CHYMCHIME FINL INC | $215.18M | 4.69% | - |
| 10 | PDDPDD HOLDINGS INC | $208.12M | 4.54% | - |
| Stock | Value | Shares |
|---|---|---|
| EXEEXPAND ENERGY CORPORATION | $145.63M | 1,319,618 |
| CRKCOMSTOCK RES INC | $99.63M | 4,298,202 |
| NAVNNAVAN INC | $35.79M | 2,095,507 |
| MDLNMEDLINE INC | $22.05M | 525,000 |
| WLTHWEALTHFRONT CORP | $8.89M | 654,338 |
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