Dragoneer Investment Group, LLC
Net seller this quarter
$2.83B
12
-$422M
98.4%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 SPCX | $1.37B | 48.22% | Not reported | New | Q2 2026 |
 AMD | $548M | 19.35% | 0.06% | New | Q2 2026 |
 AMZN | $303M | 10.69% | 0.01% | New | Q2 2026 |
 INIO | $113M | 3.98% | 0.38% | New | Q2 2026 |
 KLAR | $98.3M | 3.47% | 1.29% | -16.3% | Q3 2025 |
 CBRS | $88.4M | 3.12% | Not reported | New | Q2 2026 |
 CHYM | $88.2M | 3.11% | 6.44% | Not reported | Q2 2025 |
 TTAN | $70.8M | 2.50% | 2.83% | Not reported | Q4 2024 |
 NU | $66.2M | 2.34% | Not reported | Not reported | Q4 2021 |
 CCC | $47.5M | 1.67% | 1.56% | Not reported | Q3 2021 |
 GLBE | $35.4M | 1.25% | 0.60% | -90.8% | Q2 2021 |
 ROOT | $8.63M | 0.30% | 6.54% | Not reported | Q4 2020 |
| Q1 2026 | |||||
 NVDA | $650M | 21.66% | 0.02% | +40.8% | Q2 2025 |
 CPNG | $526M | 17.52% | Not reported | +29.1% | Q3 2023 |
 META | $408M | 13.58% | Not reported | Not reported | Q2 2016 |
 CVNA | $394M | 13.12% | Not reported | +27.9% | Q3 2025 |
| GLBE | $343M | 11.42% | 6.58% | -2.2% | Q2 2021 |
 XYZ | $176M | 5.85% | Not reported | -41.4% | Q4 2015 |
 SAIL | $106M | 3.53% | 1.42% | Not reported | Q4 2017 |
| CHYM | $80.7M | 2.69% | 6.44% | -49.6% | Q2 2025 |
| KLAR | $76M | 2.53% | 1.54% | -29.9% | Q3 2025 |
| NU | $71.2M | 2.37% | Not reported | Not reported | Q4 2021 |
| TTAN | $63.5M | 2.12% | 2.83% | Not reported | Q4 2024 |
| CCC | $55.2M | 1.84% | 1.51% | Not reported | Q3 2021 |
 DDOG | $32.1M | 1.07% | 0.35% | Not reported | Q3 2019 |
| ROOT | $6.82M | 0.23% | 6.54% | Not reported | Q4 2020 |
 WLTH | $6.05M | 0.20% | 0.44% | Not reported | Q4 2025 |
 OSCR | $4.19M | 0.14% | Not reported | -44.4% | Q1 2021 |
 GTM | $4.01M | 0.13% | 0.23% | Not reported | Q2 2020 |
| Q4 2025 | |||||
| CPNG | $509M | 11.10% | Not reported | +47.1% | Q3 2023 |
| NVDA | $494M | 10.77% | 0.01% | +27.4% | Q2 2025 |
| GLBE | $447M | 9.74% | 6.72% | -4.4% | Q2 2021 |
| CVNA | $413M | 9.01% | Not reported | +44.3% | Q3 2025 |
| DAY | $328M | 7.16% | 2.97% | Not reported | Q2 2018 |
| XYZ | $324M | 7.07% | Not reported | -24.0% | Q4 2015 |
 MELI | $323M | 7.04% | 0.32% | +55.0% | Q1 2018 |
| KLAR | $239M | 5.22% | 2.19% | Not reported | Q3 2025 |
| CHYM | $215M | 4.69% | 12.77% | Not reported | Q2 2025 |
 PDD | $208M | 4.54% | 0.03% | Not reported | Q2 2023 |
 DUOL | $204M | 4.44% | 6.97% | -26.6% | Q3 2021 |
| SAIL | $162M | 3.53% | 1.42% | Not reported | Q4 2017 |
 EXE | $146M | 3.18% | 0.55% | New | Q4 2025 |
| TTAN | $107M | 2.32% | 2.83% | Not reported | Q4 2024 |
 CRK | $99.6M | 2.17% | 1.47% | New | Q4 2025 |
| NU | $82.9M | 1.81% | Not reported | Not reported | Q4 2021 |
| CCC | $73.1M | 1.59% | 1.52% | Not reported | Q3 2021 |
| JAMF | $56.3M | 1.23% | 3.25% | Not reported | Q3 2020 |
| DDOG | $37M | 0.81% | 0.35% | Not reported | Q3 2019 |
 NAVN | $35.8M | 0.78% | 4.58% | New | Q4 2025 |
 MDLN | $22.1M | 0.48% | Not reported | New | Q4 2025 |
 FIG | $16.1M | 0.35% | Not reported | Not reported | Q3 2025 |
| ROOT | $11.1M | 0.24% | 6.54% | Not reported | Q4 2020 |
| OSCR | $9.45M | 0.21% | Not reported | -51.2% | Q1 2021 |
| WLTH | $8.89M | 0.19% | 1.51% | New | Q4 2025 |
 GEMI | $8.04M | 0.18% | Not reported | -50.0% | Q3 2025 |
| GTM | $6.81M | 0.15% | 0.22% | Not reported | Q2 2020 |
| Q3 2025 | |||||
| DUOL | $509M | 11.23% | 9.50% | +324.4% | Q3 2021 |
| XYZ | $473M | 10.45% | Not reported | -29.1% | Q4 2015 |
| CPNG | $472M | 10.43% | Not reported | -29.8% | Q3 2023 |
| GLBE | $425M | 9.39% | 7.03% | +18.2% | Q2 2021 |
| NVDA | $388M | 8.56% | 0.01% | -34.8% | Q2 2025 |
| DAY | $327M | 7.22% | 2.97% | Not reported | Q2 2018 |
| KLAR | $304M | 6.70% | Not reported | New | Q3 2025 |
| CVNA | $256M | 5.66% | Not reported | New | Q3 2025 |
| PDD | $243M | 5.36% | 0.03% | -48.1% | Q2 2023 |
| MELI | $242M | 5.33% | 0.20% | Not reported | Q1 2018 |
| SAIL | $177M | 3.90% | 1.44% | Not reported | Q4 2017 |
| CHYM | $172M | 3.81% | 12.77% | Not reported | Q2 2025 |
| TTAN | $101M | 2.23% | 2.83% | -17.0% | Q4 2024 |
| CCC | $83.8M | 1.85% | 1.42% | Not reported | Q3 2021 |
| NU | $79.3M | 1.75% | Not reported | -50.0% | Q4 2021 |
 FLNC | $65.9M | 1.45% | 11.85% | New | Q3 2025 |
| JAMF | $46.3M | 1.02% | 3.25% | Not reported | Q3 2020 |
| GEMI | $38.8M | 0.86% | Not reported | New | Q3 2025 |
| DDOG | $38.7M | 0.85% | 0.35% | -87.9% | Q3 2019 |
| OSCR | $25.5M | 0.56% | Not reported | Not reported | Q1 2021 |
| FIG | $22.4M | 0.49% | Not reported | New | Q3 2025 |
| ROOT | $13.8M | 0.30% | 6.54% | Not reported | Q4 2020 |
| GTM | $7.31M | 0.16% | 0.21% | Not reported | Q2 2020 |
 STUB | $7.17M | 0.16% | Not reported | New | Q3 2025 |
 PTRN | $6.71M | 0.15% | Not reported | New | Q3 2025 |
 ARX | $5.01M | 0.11% | 0.20% | New | Q3 2025 |