What does Dragoneer Investment Group, LLC hold?

Dragoneer Investment Group, LLC's largest disclosed positions on the most recent Form 13F-HR filing on SEC EDGAR include NVDA, CPNG, META. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1602189.

What is Dragoneer Investment Group, LLC's AUM?

Dragoneer Investment Group, LLC reported approximately $3.0B in 13F-reportable AUM as of 2026-03-31. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $37.0B in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source Dragoneer Investment Group, LLC's holdings?

All Dragoneer Investment Group, LLC holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1602189. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is Dragoneer Investment Group, LLC's 13F data updated on 13F Pro?

Dragoneer Investment Group, LLC's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

Dragoneer Investment Group, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1602189

Institutional-grade research for retail investors

13F Reported Value

ⓘ

$3.0B

Holdings

Latest Filing

2026-03-31

Filing Quarter

Q1 2026

Portfolio Overview

Dragoneer Investment Group, LLC disclosed 17 positions worth $3.0B in its Form 13F-HR for Q1 2026, led by $NVDA (NVIDIA CORP) at 21.7% of the equity portfolio, followed by $CPNG and $META. During the quarter the fund opened 1 new position and exited 11 — including a new stake in $META. The portfolio is most concentrated in Technology (61.2% of disclosed assets). All figures are sourced directly from Dragoneer Investment Group, LLC’s Form 13F-HR filing with the SEC under CIK 1602189.

AI Fund Analysis

Concentrating

2 quarters accumulating

$CPNG

2 quarters accumulating

$CVNA

2 quarters accumulating

Sector Allocation

TechnologyConsumer DiscretionaryFinancialsHealthcare

AUM History

Top Equity Holdings by Value

Quarterly Activity — Q1 2026

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Top Holdings

AI Quality Scored

NVIDIA CORP
$NVDA
90.2#1
Quality
$650.2M3,728,387 sh
Coupang, Inc.
$CPNG
56.4#1,103
Quality
$525.9M27,852,856 sh
Meta Platforms, Inc.
$META
80.9#35
Quality
$407.8M712,800 sh
CARVANA CO.
$CVNA
69.2
Quality
$393.9M1,252,960 sh
Global-E Online Ltd.
$GLBE
—
Quality
$342.9M11,115,629 sh
Block, Inc.
$XYZ
60.3
Quality
$175.6M2,918,392 sh
SailPoint, Inc.
$SAIL
29.5
Quality
$105.9M8,000,000 sh
Chime Financial, Inc.
$CHYM
44.8
Quality
$80.7M4,308,999 sh
Klarna Group plc
$KLAR
—
Quality
$76.0M5,803,764 sh
Nu Holdings Ltd.
$NU
—
Quality
$71.2M4,954,299 sh

Company	Quality	Value	Shares
NVIDIA CORP$NVDA	90.2#1	$650.2M	3,728,387
Coupang, Inc.$CPNG	56.4#1,103	$525.9M	27,852,856
Meta Platforms, Inc.$META	80.9#35	$407.8M	712,800
CARVANA CO.$CVNA	69.2	$393.9M	1,252,960
Global-E Online Ltd.$GLBE	—	$342.9M	11,115,629
Block, Inc.$XYZ	60.3	$175.6M	2,918,392
SailPoint, Inc.$SAIL	29.5	$105.9M	8,000,000
Chime Financial, Inc.$CHYM	44.8	$80.7M	4,308,999
Klarna Group plc$KLAR	—	$76.0M	5,803,764
Nu Holdings Ltd.$NU	—	$71.2M	4,954,299

Unlock AI quality scores for every holding

32-signal composite ranking on each of Dragoneer Investment Group, LLC's 17 positions.

Showing top 10 of 17 holdings.

Sector Allocation

Technology

$1.8B

Consumer Discretionary

$919.8M

Financials

$240.7M

Healthcare

$4.2M

Full Holdings — Dragoneer Investment Group, LLC (Q1 2026)

All 17 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	$NVDA	NVIDIA CORP	$650.2M	21.7%	+41%	90.2
2	$CPNG	Coupang, Inc.	$525.9M	17.5%	+29%	56.4
3	$META	Meta Platforms, Inc.	$407.8M	13.6%	NEW	80.9
4	$CVNA	CARVANA CO.	$393.9M	13.1%	+28%	69.2
5	$GLBE	Global-E Online Ltd.	$342.9M	11.4%	-2%	—
6	$XYZ	Block, Inc.	$175.6M	5.8%	-41%	60.3
7	$SAIL	SailPoint, Inc.	$105.9M	3.5%	+0%	29.5
8	$CHYM	Chime Financial, Inc.	$80.7M	2.7%	-50%	44.8
9	$KLAR	Klarna Group plc	$76.0M	2.5%	-30%	—
10	$NU	Nu Holdings Ltd.	$71.2M	2.4%	+0%	—
11	$TTAN	ServiceTitan, Inc.	$63.5M	2.1%	+0%	42.7
12	$CCC	CCC Intelligent Solutions Holdings Inc.	$55.2M	1.8%	+0%	50.8
13	$DDOG	Datadog, Inc.	$32.1M	1.1%	+0%	62.9
14	$ROOT	Root, Inc.	$6.8M	0.2%	+0%	64.1
15	$WLTH	WEALTHFRONT CORP	$6.1M	0.2%	+0%	—
16	$OSCR	Oscar Health, Inc.	$4.2M	0.1%	-44%	70.4
17	$GTM	ZoomInfo Technologies Inc.	$4.0M	0.1%	+0%	57

New Positions (1)

$META Meta Platforms, Inc.$407.8M

Exited Positions (11)

DAYFORCE INC

$MELI MERCADOLIBRE INC

$PDD PDD Holdings Inc.

$DUOL Duolingo, Inc.

$EXE EXPAND ENERGY Corp

$CRK COMSTOCK RESOURCES INC

JAMF HLDG CORP

$NAVN Navan, Inc.

$MDLN Medline Inc.

$FIG Figma, Inc.

$GEMI Gemini Space Station, Inc.

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AI-Powered Hedge Fund Analysis: Dragoneer Investment Group, LLC

13F Pro is an AI hedge fund tracker and stock research platform. For Dragoneer Investment Group, LLC (SEC CIK: 1602189), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Dragoneer Investment Group, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.