Dragoneer Investment Group, Llc Portfolio Stock Holdings
Dragoneer Investment Group, Llc disclosed 17 stock positions valued at approximately $3.0 billion in its latest SEC 13F filing. The largest holdings include NVIDIA CORPORATION, COUPANG INC, and META PLATFORMS INC. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 17
- Portfolio Value
- $3.0B
Holdings by Sector
Dragoneer Investment Group, Llc Portfolio Holdings in Q1 2026
13 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | NVDA | Technology | 21.66% | 3,728,387 | +1,080,000 | +40.78% | $650,230,693 |
| COUPANG INC | CPNG | Consumer Cyclical | 17.52% | 27,852,856 | +6,276,300 | +29.09% | $525,861,921 |
| META PLATFORMS INC | META | Communication Services | 13.58% | 712,800 | +712,800 | +100.00% | $407,814,264 |
| CARVANA CO | CVNA | Consumer Cyclical | 13.12% | 1,252,960 | +273,500 | +27.92% | $393,905,565 |
| BLOCK INC | SQ | Technology | 5.85% | 2,918,392 | -2,059,763 | -41.38% | $175,628,831 |
| CHIME FINL INC | CHYM | Other | 2.69% | 4,308,999 | -4,239,885 | -49.60% | $80,707,551 |
| NU HLDGS LTD | G6683N103 | Other | 2.37% | 4,954,299 | - | - | $71,193,277 |
| SERVICETITAN INC | TTAN | Other | 2.12% | 1,000,885 | - | - | $63,516,162 |
| CCC INTELLIGENT SOLUTIONS HL | CCCS | Technology | 1.84% | 9,196,301 | - | - | $55,177,806 |
| DATADOG INC | DDOG | Technology | 1.07% | 271,800 | - | - | $32,085,990 |
| ROOT INC | ROOT | Financial Services | 0.23% | 154,320 | - | - | $6,816,314 |
| OSCAR HEALTH INC | OSCR | Healthcare | 0.14% | 365,573 | -291,862 | -44.39% | $4,193,122 |
| ZOOMINFO TECHNOLOGIES INC | ZI | Technology | 0.13% | 670,000 | - | - | $4,006,600 |