Dragoneer Investment Group, LLC

SAN FRANCISCO, CA · CIK 0001602189

Portfolio Value: $3.00B

Positions: 17

Period: 2026-03-31

Filed: 2026-05-15

Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024

New positions

Added to

Trimmed

Exited

Dragoneer Investment Group, LLC Q1 2026 13F Filing Summary

Dragoneer Investment Group, LLC (SAN FRANCISCO, CA) reported a portfolio value of $3.00B across 17 positions in their Q1 2026 SEC 13F filing (period ending 2026-03-31). The top 10 positions account for 94.3% of the portfolio.

Top holdings: NVDA$650.23M·CPNG$525.86M·META$407.81M·CVNA$393.91M·GLBE$342.92M

+1 new3 increased5 reduced11 exits

Holdings Heatmap

NVDA21.7% · $650.23M+40.8%CPNG17.5% · $525.86M+29.1%META13.6% · $407.81MNew CVNA13.1% · $393.91M+27.9%GLBE11.4%-2.2%XYZ5.9%-41.4%

SAIL3.5% · $105.92M CHYM2.7% · $80.71M-49.6%KLAR2.5% · $75.97M-29.9%NU2.4% · $71.19M TTAN2.1%CCC1.8%

DDOG1.1% · $32.09M ROOT0.2%WLTH0.2%OSCR0.1%-44.4%GTM0.1%

Top 17 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.

Largest Trades This Quarter

New Positions1

All Holdings

#	Stock	Value↓	Shares	Weight	Change
1	NVDANVIDIA CORPORATION	$650.23M	3,728,387	21.66%	+40.8%
2	CPNGCOUPANG INC	$525.86M	27,852,856	17.52%	+29.1%
3	METAMETA PLATFORMS INC	$407.81M	712,800	13.58%	New
4	CVNACARVANA CO	$393.91M	1,252,960	13.12%	+27.9%
5	GLBEGLOBAL E ONLINE LTD	$342.92M	11,115,629	11.42%	-2.2%
6	XYZBLOCK INC	$175.63M	2,918,392	5.85%	-41.4%
7	SAILSAILPOINT INC	$105.92M	8,000,000	3.53%	-
8	CHYMCHIME FINL INC	$80.71M	4,308,999	2.69%	-49.6%
9	KLARKLARNA GROUP PLC	$75.97M	5,803,764	2.53%	-29.9%
10	NUNU HLDGS LTD	$71.19M	4,954,299	2.37%	-

Position Changes

Stock	Value	Shares
METAMETA PLATFORMS INC	$407.81M	712,800

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