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.
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.
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).
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.
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
Dragoneer Investment Group, LLC Annual Return Estimates Vs S&P 500
- Performance
New Buys
| Ticker | $ Bought |
|---|---|
| meta platforms inc | 407,814,000 |
New stocks bought by Dragoneer Investment Group, LLC
Additions
| Ticker | % Inc. |
|---|---|
| nvidia corporation | 40.78 |
| coupang inc | 29.09 |
| carvana co | 27.92 |
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 | % |
|---|---|
| Technology | 30.6 |
| Consumer Cyclical | 30.6 |
| Others | 24.9 |
| Communication Services | 13.6 |
Market Cap. Distribution
- LARGE-CAP
- MEGA-CAP
- UNALLOCATED
- MID-CAP
| Category | % |
|---|---|
| LARGE-CAP | 37.6 |
| MEGA-CAP | 35.2 |
| UNALLOCATED | 24.9 |
| MID-CAP | 2.1 |
Stocks belong to which Index?
- Others
- S&P 500
- RUSSELL 2000
| Index | % |
|---|---|
| Others | 51.5 |
| S&P 500 | 35.2 |
| RUSSELL 2000 | 13.3 |
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
Last Reported on: 15 May, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| CCCS | ccc intelligent solutions hl | 1.84 | 9,196,300 | 55,177,800 | unchanged | 0.00 | ||
| CDAY | dayforce inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| CHK | expand energy corporation | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| CPNG | coupang inc | 17.52 | 27,852,900 | 525,862,000 | added | 29.09 | ||
| CRK | comstock res inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| CVNA | carvana co | 13.12 | 1,252,960 | 393,906,000 | added | 27.92 | ||
| DDOG | datadog inc | 1.07 | 271,800 | 32,086,000 | unchanged | 0.00 | ||
| DUOL | duolingo inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| GLBE | global e online ltd | 11.42 | 11,115,600 | 342,917,000 | reduced | -2.19 | ||
| JAMF | jamf hldg corp | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| MELI | mercadolibre inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| META | meta platforms inc | 13.59 | 712,800 | 407,814,000 | new | |||
| NU | nu hldgs ltd | 2.37 | 4,954,300 | 71,193,300 | unchanged | 0.00 | ||
| NVDA | nvidia corporation | 21.66 | 3,728,390 | 650,231,000 | added | 40.78 | ||
| OSCR | oscar health inc | 0.14 | 365,573 | 4,193,120 | reduced | -44.39 | ||
| PDD | pdd holdings inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ROOT | root inc | 0.23 | 154,320 | 6,816,310 | unchanged | 0.00 | ||
| SQ | block inc | 5.85 | 2,918,390 | 175,629,000 | reduced | -41.38 | ||
| ZI | zoominfo technologies inc | 0.13 | 670,000 | 4,006,600 | unchanged | 0.00 | ||
| sailpoint inc | 3.53 | 8,000,000 | 105,920,000 | unchanged | 0.00 | |||