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Latest Dragoneer Investment Group, LLC Stock Portfolio

$3.00Billion | No. of Holdings #17

About Dragoneer Investment Group, LLC and 13F Hedge Fund Stock Holdings

On 2026-05-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, Dragoneer Investment Group, LLC reported an equity portfolio of $3 Billions as of 31 Mar, 2026. <br><br> The top stock holdings of Dragoneer Investment Group, LLC are NVDA, CPNG, META. The fund has invested 21.7% of it's portfolio in NVIDIA CORPORATION and 17.5% of portfolio in COUPANG INC. <br><br> The fund managers got completely rid off DAYFORCE INC (CDAY), MERCADOLIBRE INC (MELI) and PDD HOLDINGS INC (PDD) stocks. They significantly reduced their stock positions in CHIME FINL INC, OSCAR HEALTH INC (OSCR) and BLOCK INC (SQ). Dragoneer Investment Group, LLC opened new stock positions in META PLATFORMS INC (META). The fund showed a lot of confidence in some stocks as they added substantially to NVIDIA CORPORATION (NVDA), COUPANG INC (CPNG) and CARVANA CO (CVNA).
Dragoneer Investment Group, LLC Equity Portfolio Value
Last Reported on: 15 May, 2026
$3.00Billion
  as of May 15, 2026

Dragoneer Investment Group, LLC Annual Return Estimates Vs S&P 500

  • Performance

New Buys

Ticker$ Bought
meta platforms inc407,814,000
New stocks bought by Dragoneer Investment Group, LLC

Additions

Ticker% Inc.
nvidia corporation40.78
coupang inc29.09
carvana co27.92
Additions to existing portfolio by Dragoneer Investment Group, LLC

Reductions

Ticker% Reduced
chime finl inc-49.6
oscar health inc-44.39
block inc-41.38
klarna group plc-29.94
global e online ltd-2.19
Dragoneer Investment Group, LLC reduced stake in above stock

Sold off

Ticker$ Sold
dayforce inc-328,499,000
jamf hldg corp-56,311,000
comstock res inc-99,632,300
navan inc-35,791,300
pdd holdings inc-208,119,000
expand energy corporation-145,633,000
duolingo inc-203,560,000
gemini space sta inc-8,035,200
Dragoneer Investment Group, LLC got rid off the above stocks

Sector Distribution

  • Technology
  • Consumer Cyclical
  • Others
  • Communication Services
Sector%
Technology30.6
Consumer Cyclical30.6
Others24.9
Communication Services13.6

Market Cap. Distribution

  • LARGE-CAP
  • MEGA-CAP
  • UNALLOCATED
  • MID-CAP
Category%
LARGE-CAP37.6
MEGA-CAP35.2
UNALLOCATED24.9
MID-CAP2.1

Stocks belong to which Index?

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others51.5
S&P 50035.2
RUSSELL 200013.3
Top 5 Winners (%)%
Top 5 Winners ($)$
Top 5 Losers (%)%
klarna group plc
-46.5 %
ZI
zoominfo technologies inc
-41.2 %
servicetitan inc
-40.4 %
ROOT
root inc
-38.9 %
sailpoint inc
-34.5 %
Top 5 Losers ($)$
CVNA
carvana co
-120.1 M
CPNG
coupang inc
-116.4 M
klarna group plc
-111.4 M
GLBE
global e online ltd
-95.1 M
sailpoint inc
-55.9 M

Dragoneer Investment Group, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Dragoneer Investment Group, LLC

$3.00BTotal Value
28.00Positions
15 May, 2026Last Reported
Current holdings of Current Stock Holdings of Dragoneer Investment Group, LLC, last reported on 15 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
GLBE
Global E Online Ltd

Global E Online Ltd

GLBE
Dragoneer Investment Group, LLC's holding in Global E Online Ltd over time
11.42%11,115,600
$342.92M
11.42%
decreased 2.19 percentreduced
NU
Nu Hldgs Ltd

Nu Hldgs Ltd

NU
Dragoneer Investment Group, LLC's holding in Nu Hldgs Ltd over time
2.37%4,954,300
$71.19M
2.37%
unchanged 0 percentunchanged
PDD
Pdd Holdings Inc

Pdd Holdings Inc

PDD
Dragoneer Investment Group, LLC's holding in Pdd Holdings Inc over time
0%0.00
$0.00
0%
decreased 100 percentsold off
Com
Sailpoint Inc

Sailpoint Inc

Dragoneer Investment Group, LLC's holding in Sailpoint Inc over time
3.53%8,000,000
$105.92M
3.53%
unchanged 0 percentunchanged