Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Dragoneer Investment Group, LLC (CIK 1602189) reported $3.00B across 15 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($650.2M, 21.66%), CPNG ($525.9M, 17.52%), META ($407.8M, 13.58%), CVNA ($393.9M, 13.12%), GLBE ($342.9M, 11.42%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $650.2M | 21.66% | 3.7M | Added |
| 2 | CPNG | COUPANG INC | $525.9M | 17.52% | 27.9M | Added |
| 3 | META | META PLATFORMS INC | $407.8M | 13.58% | 712,800 | New |
| 4 | CVNA | CARVANA CO | $393.9M | 13.12% | 1.3M | Added |
| 5 | GLBE | GLOBAL E ONLINE LTD | $342.9M | 11.42% | 11.1M | Trimmed |
| 6 | SQ | BLOCK INC | $175.6M | 5.85% | 2.9M | Trimmed |
| 7 | SAIL | SAILPOINT INC | $105.9M | 3.53% | 8.0M | Hold |
| 8 | CHYM | CHIME FINL INC | $80.7M | 2.69% | 4.3M | Trimmed |
| 9 | KLARNA GROUP PLC | $76.0M | 2.53% | 5.8M | Trimmed | |
| 10 | NU | NU HLDGS LTD | $71.2M | 2.37% | 5.0M | Hold |
| 11 | TTAN | SERVICETITAN INC | $63.5M | 2.12% | 1.0M | Hold |
| 12 | CCCS | CCC INTELLIGENT SOLUTIONS HL | $55.2M | 1.84% | 9.2M | Hold |
| 13 | DDOG | DATADOG INC | $32.1M | 1.07% | 271,800 | Hold |
| 14 | ROOT | ROOT INC | $6.8M | 0.23% | 154,320 | Hold |
| 15 | WEALTHFRONT CORP | $6.1M | 0.20% | 654,338 | Hold | |
| 16 | OSCR | OSCAR HEALTH INC | $4.2M | 0.14% | 365,573 | Trimmed |
| 17 | ZI | ZOOMINFO TECHNOLOGIES INC | $4.0M | 0.13% | 670,000 | Hold |
| 18 | CDAY | DAYFORCE INC | $0 | 0.00% | 0 | Exited |
| 19 | CHK | EXPAND ENERGY CORPORATION | $0 | 0.00% | 0 | Exited |
| 20 | CRK | COMSTOCK RES INC | $0 | 0.00% | 0 | Exited |
| 21 | DUOL | DUOLINGO INC | $0 | 0.00% | 0 | Exited |
| 22 | FIG | FIGMA INC | $0 | 0.00% | 0 | Exited |
| 23 | GEMINI SPACE STA INC | $0 | 0.00% | 0 | Exited | |
| 24 | JAMF | JAMF HLDG CORP | $0 | 0.00% | 0 | Exited |
| 25 | MEDLINE INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31