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Dragoneer Investment Group, LLC

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13F filer, CIK 1602189, SAN FRANCISCO, CA

Dragoneer Investment Group, LLC reported $3,001,999,146 across 17 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15. Its ten largest share positions make up 94.28% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001193125-26-225175

Period
2026-03-31
Reported value
$3B
Holdings
17
Top 10 weight
94.28%
New
1
Sold out
11

Largest buys vs the previous quarter

SecurityShares changeApprox. value
METAnew+712,800$408M
NVDAadded+1,080,000$188M
CPNGadded+6,276,300$118M
CVNAadded+273,500$86M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
DAYexited-4,749,842-$328M
MELIexited-160,193-$323M
PDDexited-1,835,428-$208M
DUOLexited-1,159,887-$204M
EXEexited-1,319,618-$146M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001193125-26-225175, largest first. % of portfolio is the value over $3,001,999,146, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,187,000 shares; 2025Q3: 2,078,387 shares; 2025Q4: 2,648,387 shares; 2026Q1: 3,728,387 shares 3,728,387$650M21.66%+1,080,000Timeline
CPNGCOUPANG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,850,451 shares; 2024Q4: 20,541,277 shares; 2025Q1: 25,782,481 shares; 2025Q2: 20,893,452 shares; 2025Q3: 14,665,691 shares; 2025Q4: 21,576,556 shares; 2026Q1: 27,852,856 shares 27,852,856$526M17.52%+6,276,300Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 712,800 shares 712,800$408M13.58%newTimeline
CVNACARVANA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 678,921 shares; 2025Q4: 979,460 shares; 2026Q1: 1,252,960 shares 1,252,960$394M13.12%+273,500Timeline
GLBEGLOBAL E ONLINE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,296,541 shares; 2024Q4: 11,993,659 shares; 2025Q1: 8,347,360 shares; 2025Q2: 10,056,015 shares; 2025Q3: 11,887,078 shares; 2025Q4: 11,365,028 shares; 2026Q1: 11,115,629 shares 11,115,629$343M11.42%-249,399Timeline
XYZBLOCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,373,167 shares; 2024Q4: 5,132,752 shares; 2025Q1: 9,235,205 shares; 2025Q2: 9,233,515 shares; 2025Q3: 6,549,747 shares; 2025Q4: 4,978,155 shares; 2026Q1: 2,918,392 shares 2,918,392$176M5.85%-2,059,763Timeline
SAILSAILPOINT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,000,000 shares; 2025Q2: 8,000,000 shares; 2025Q3: 8,000,000 shares; 2025Q4: 8,000,000 shares; 2026Q1: 8,000,000 shares 8,000,000$106M3.53%0Timeline
CHYMCHIME FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,548,884 shares; 2025Q3: 8,548,884 shares; 2025Q4: 8,548,884 shares; 2026Q1: 4,308,999 shares 4,308,999$80.7M2.69%-4,239,885Timeline
KLARKLARNA GROUP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,283,616 shares; 2025Q4: 8,283,616 shares; 2026Q1: 5,803,764 shares 5,803,764$76M2.53%-2,479,852Timeline
NUNU HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,908,598 shares; 2024Q4: 9,908,598 shares; 2025Q1: 9,908,598 shares; 2025Q2: 9,908,598 shares; 2025Q3: 4,954,299 shares; 2025Q4: 4,954,299 shares; 2026Q1: 4,954,299 shares 4,954,299$71.2M2.37%0Timeline
TTANSERVICETITAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,048,965 shares; 2025Q1: 2,048,965 shares; 2025Q2: 1,206,157 shares; 2025Q3: 1,000,885 shares; 2025Q4: 1,000,885 shares; 2026Q1: 1,000,885 shares 1,000,885$63.5M2.12%0Timeline
CCCCCC INTELLIGENT SOLUTIONS HLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,196,301 shares; 2024Q4: 9,196,301 shares; 2025Q1: 9,196,301 shares; 2025Q2: 9,196,301 shares; 2025Q3: 9,196,301 shares; 2025Q4: 9,196,301 shares; 2026Q1: 9,196,301 shares 9,196,301$55.2M1.84%0Timeline
DDOGDATADOG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 271,800 shares; 2024Q4: 271,800 shares; 2025Q1: 271,800 shares; 2025Q2: 2,254,563 shares; 2025Q3: 271,800 shares; 2025Q4: 271,800 shares; 2026Q1: 271,800 shares 271,800$32.1M1.07%0Timeline
ROOTROOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154,320 shares; 2024Q4: 154,320 shares; 2025Q1: 154,320 shares; 2025Q2: 154,320 shares; 2025Q3: 154,320 shares; 2025Q4: 154,320 shares; 2026Q1: 154,320 shares 154,320$6.82M0.23%0Timeline
WLTHWEALTHFRONT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 654,338 shares; 2026Q1: 654,338 shares 654,338$6.05M0.2%0Timeline
OSCROSCAR HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,487,894 shares; 2024Q4: 9,487,894 shares; 2025Q1: 6,917,448 shares; 2025Q2: 1,346,154 shares; 2025Q3: 1,346,154 shares; 2025Q4: 657,435 shares; 2026Q1: 365,573 shares 365,573$4.19M0.14%-291,862Timeline
GTMZOOMINFO TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,120,065 shares; 2024Q4: 6,323,331 shares; 2025Q1: 670,000 shares; 2025Q2: 670,000 shares; 2025Q3: 670,000 shares; 2025Q4: 670,000 shares; 2026Q1: 670,000 shares 670,000$4.01M0.13%0Timeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
DAYDAYFORCE INC4,749,842$328Mshares
MELIMERCADOLIBRE INC160,193$323Mshares
PDDPDD HOLDINGS INC1,835,428$208Mshares
DUOLDUOLINGO INC1,159,887$204Mshares
EXEEXPAND ENERGY CORPORATION1,319,618$146Mshares
CRKCOMSTOCK RES INC4,298,202$99.6Mshares
JAMFJAMF HOLDING CORP4,328,286$56.3Mshares
NAVNNAVAN INC2,095,507$35.8Mshares
MDLNMEDLINE INC525,000$22.1Mshares
FIGFIGMA INC431,165$16.1Mshares
GEMIGEMINI SPACE STA INC810,000$8.04Mshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001193125-26-225175 base2026-05-15acceptance time not in the bulk data set