StockDrifts LogoStockDrifts

Dragoneer Investment Group Llc

Portfolio Manager
Dragoneer Investment Group LLC
Performance
-16.09% (2026 Q1)
AUM (13F)
$3.00B
# of Holdings
17
Performance Rank
Allocation (Top 20)
100%

Dragoneer Investment Group Llc Holdings Map

Top 17 Dragoneer Investment Group Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
NVDA
NVIDIA CORPORATION
21.66%3.73M$650.2M
+40.78%(+1.08M)
2025-Q1: 0 shares2025-Q2: 3.19M shares2025-Q3: 2.08M shares2025-Q4: 2.65M shares2026-Q1: 3.73M shares
$155.39(+45.00%)
2026-03-31
CPNG
COUPANG INC
17.52%27.85M$525.9M
+29.09%(+6.28M)
2025-Q1: 25.78M shares2025-Q2: 20.89M shares2025-Q3: 14.67M shares2025-Q4: 21.58M shares2026-Q1: 27.85M shares
$21.64(-25.49%)
2026-03-31
META
META PLATFORMS INC
13.58%712.8K$407.8Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 712.8K shares
$616.11(-0.31%)
2026-03-31
CVNA
CARVANA CO
13.12%1.25M$393.9M
+27.92%(+273.50K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 678.9K shares2025-Q4: 979.5K shares2026-Q1: 1.25M shares
$369.72(-81.83%)
2026-03-31
GLBE
GLOBAL E ONLINE LTD
11.42%11.12M$342.9M
-2.19%(-249.40K)
2025-Q1: 8.35M shares2025-Q2: 10.06M shares2025-Q3: 11.89M shares2025-Q4: 11.37M shares2026-Q1: 11.12M shares
$32.76(-14.88%)
2026-03-31
XYZ
BLOCK INC
5.85%2.92M$175.6M
-41.38%(-2.06M)
2025-Q1: 9.24M shares2025-Q2: 9.23M shares2025-Q3: 6.55M shares2025-Q4: 4.98M shares2026-Q1: 2.92M shares
$70.90(-0.76%)
2026-03-31
SAIL
SAILPOINT INC
3.53%8.00M$105.9M
+0.00%(+0)
2025-Q1: 8.00M shares2025-Q2: 8.00M shares2025-Q3: 8.00M shares2025-Q4: 8.00M shares2026-Q1: 8.00M shares
$18.75(-29.71%)
2026-03-31
CHYM
CHIME FINL INC
2.69%4.31M$80.7M
-49.60%(-4.24M)
2025-Q1: 0 shares2025-Q2: 8.55M shares2025-Q3: 8.55M shares2025-Q4: 8.55M shares2026-Q1: 4.31M shares
$34.51(-48.74%)
2026-03-31
KLAR
KLARNA GROUP PLC
2.53%5.80M$76.0M
-29.94%(-2.48M)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 8.28M shares2025-Q4: 8.28M shares2026-Q1: 5.80M shares
$36.65(-58.61%)
2026-03-31
NU
NU HLDGS LTD
2.37%4.95M$71.2M
+0.00%(+0)
2025-Q1: 9.91M shares2025-Q2: 9.91M shares2025-Q3: 4.95M shares2025-Q4: 4.95M shares2026-Q1: 4.95M shares
$9.38(+29.96%)
2026-03-31

Unlock alerts, watchlists & AI chat

Sign up free to track Dragoneer Investment Group Llc, compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all