Dragoneer Investment Group 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Dragoneer Investment Group disclosed 17 US equity positions worth $3.0bn in its Q1 2026 13F filing. The largest position was NVDA at 21.7% of the reported book, followed by CPNG and META. Against the Q4 2025 filing, it opened 1 new position, added to 3 and reduced 5 among the top 17 holdings.
What did Dragoneer Investment Group own in Q1 2026? Top 17 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2025 |
|---|---|---|---|---|---|---|---|
| 1 | NVDA NVIDIA CORPORATION | Technology | 21.7% | $650.2m | 3,728,387 | 41% | added |
| 2 | CPNG COUPANG INC | Consumer Cyclical | 17.5% | $525.9m | 27,852,856 | 29% | added |
| 3 | META META PLATFORMS INC | Communication Services | 13.6% | $407.8m | 712,800 | – | new |
| 4 | CVNA CARVANA CO | Consumer Cyclical | 13.1% | $393.9m | 1,252,960 | 28% | added |
| 5 | GLBE GLOBAL E ONLINE LTD | Consumer Cyclical | 11.4% | $342.9m | 11,115,629 | -2% | reduced |
| 6 | XYZ BLOCK INC | Technology | 5.9% | $175.6m | 2,918,392 | -41% | reduced |
| 7 | SAIL SAILPOINT INC | Technology | 3.5% | $105.9m | 8,000,000 | 0% | held |
| 8 | CHYM CHIME FINL INC | Technology | 2.7% | $80.7m | 4,308,999 | -50% | reduced |
| 9 | KLAR KLARNA GROUP PLC | Financial Services | 2.5% | $76.0m | 5,803,764 | -30% | reduced |
| 10 | NU NU HLDGS LTD | Financial Services | 2.4% | $71.2m | 4,954,299 | 0% | held |
| 11 | TTAN SERVICETITAN INC | Technology | 2.1% | $63.5m | 1,000,885 | 0% | held |
| 12 | CCC CCC INTELLIGENT SOLUTIONS HL | Technology | 1.8% | $55.2m | 9,196,301 | 0% | held |
| 13 | DDOG DATADOG INC | Technology | 1.1% | $32.1m | 271,800 | 0% | held |
| 14 | ROOT ROOT INC | Financial Services | 0.2% | $6.8m | 154,320 | 0% | held |
| 15 | WLTH WEALTHFRONT CORP | 0.2% | $6.1m | 654,338 | 0% | held | |
| 16 | OSCR OSCAR HEALTH INC | Healthcare | 0.1% | $4.2m | 365,573 | -44% | reduced |
| 17 | GTM ZOOMINFO TECHNOLOGIES INC | Technology | 0.1% | $4.0m | 670,000 | 0% | held |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.