Dragoneer Investment Group 13F, Q1 2026
Marc Stad · quarter ending 31 March 2026 · filed 15 May 2026 · SEC CIK 1602189
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q1 2026
Weights are against the whole filed book. Changes are in shares held, against the Q4 2025 filing.
| Company | Ticker | Value | % of book | vs Q4 2025 |
|---|---|---|---|---|
| NVIDIA CORPORATION | NVDA | $650.23M | 21.7% | +41% shares |
| COUPANG INC | CPNG | $525.86M | 17.5% | +29% shares |
| META PLATFORMS INC | META | $407.81M | 13.6% | new |
| CARVANA CO | CVNA | $393.91M | 13.1% | +28% shares |
| GLOBAL E ONLINE LTD | $342.92M | 11.4% | -2% shares | |
| BLOCK INC | XYZ | $175.63M | 5.8% | -41% shares |
| SAILPOINT INC | SAIL | $105.92M | 3.5% | unchanged |
| CHIME FINL INC | CHYM | $80.71M | 2.7% | -50% shares |
| KLARNA GROUP PLC | $75.97M | 2.5% | -30% shares | |
| NU HLDGS LTD | $71.19M | 2.4% | unchanged | |
| SERVICETITAN INC | TTAN | $63.52M | 2.1% | unchanged |
| CCC INTELLIGENT SOLUTIONS HL | CCC | $55.18M | 1.8% | unchanged |
| DATADOG INC | DDOG | $32.09M | 1.1% | unchanged |
| ROOT INC | ROOT | $6.82M | 0.2% | unchanged |
| WEALTHFRONT CORP | WLTH | $6.05M | 0.2% | unchanged |
| OSCAR HEALTH INC | OSCR | $4.19M | 0.1% | -44% shares |
| ZOOMINFO TECHNOLOGIES INC | GTM | $4.01M | 0.1% | unchanged |
What changed since Q4 2025
Against the Q4 2025 filing, Dragoneer Investment Group opened 1 new position, added to 3, trimmed 5, left 8 unchanged and exited 11. Every position is compared, matched on its CUSIP; a change of 2% or less in shares counts as unchanged.
Other quarters
Source: SEC Form 13F-HR, accession 0001193125-26-225175, filed by Dragoneer Investment Group, LLC. Values are as filed and cover US-listed positions only; a 13F does not show short positions or holdings outside the US. A 13F may be filed up to 45 days after the quarter ends, so the fund may have traded since. Educational information, not financial advice.