Institutions / Dragoneer Investment Group, LLC
Dragoneer Investment Group, LLC
CIK 1602189 · Institution · as of Dec 31, 2025
Portfolio value
$4.59B
Positions
27
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 27 →
| Company | Value | % of portfolio |
|---|---|---|
| Coupang, Inc. | $508.99M | 11.1% |
| NVIDIA Corp | $493.92M | 10.8% |
| Global E Online Ltd | $446.76M | 9.7% |
| Carvana Co. | $413.35M | 9.0% |
| Dayforce, Inc. | $328.50M | 7.2% |
| Block, Inc. | $324.03M | 7.1% |
| MercadoLibre, Inc. | $322.67M | 7.0% |
| Klarna Group PLC | $239.48M | 5.2% |
| Chime Financial, Inc. | $215.18M | 4.7% |
| PDD Holdings Inc.PDD | $208.12M | 4.5% |
| Duolingo, Inc. | $203.56M | 4.4% |
| SailPoint, Inc.SAIL | $161.84M | 3.5% |
| EXPAND ENERGY Corp | $145.63M | 3.2% |
| ServiceTitan, Inc. | $106.59M | 2.3% |
| Comstock Resources IncCRK | $99.63M | 2.2% |
| Nu Hldgs Ltd | $82.93M | 1.8% |
| CCC Intelligent Solutions Holdings Inc. | $73.11M | 1.6% |
| Jamf Hldg Corp | $56.31M | 1.2% |
| Datadog, Inc. | $36.96M | 0.8% |
| Navan, Inc.NAVN | $35.79M | 0.8% |
| Medline Inc. | $22.05M | 0.5% |
| Figma, Inc.FIG | $16.11M | 0.4% |
| Root, Inc. | $11.15M | 0.2% |
| Oscar Health, Inc. | $9.45M | 0.2% |
| Wealthfront CorpWLTH | $8.89M | 0.2% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.