Dragoneer Investment Group, LLC 13F Filings & AI Analysis

ContrarianSector-focusedQuality / disciplined sizing

Total reported value

$3.0B

Reporting period: 2026-03-31 · Number of holdings: 17

Dragoneer Investment Group, LLC disclosed 17 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $3.0B and a quarterly turnover rate of 72.4%.

Browse other institutions with $1B to $10B AUM Browse other institutions starting with "D"

Personality snowflake

Concentration: 53.53
Portfolio Stability: 72.37
Momentum/Contrarian: 0
Sector conviction: 90.89
Diversification: 34
Sizing Uniformity: 88.36

Recent moves

Add NVDA
+40.8%　$156.3M
Add CPNG
+29.1%　$16.9M
Add CVNA
+27.9%　-$19.4M
Trim KLAR
-29.9%　-$163.5M
Trim CHYM
-49.6%　-$134.5M
Add GLBE
-2.2%　-$103.8M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	NVDA	Nvidia CORP	Stock-Tech	21.66%	+10.89%	+40.78%
2	CPNG	Coupang INC	Stock-Consumer Disc	17.52%	+6.42%	+29.09%
3	META	Meta Platforms Inc-class A	Stock-Comm Services	13.58%	+13.58%	NEW
4	CVNA	Carvana Co	Stock-Consumer Disc	13.12%	+4.11%	+27.92%
5	GLBE	Global-E Online Ltd.	Stock-Other	11.42%	+1.68%	-2.19%
6	XYZ	Block INC	Stock-Financials	5.85%	-1.22%	-41.38%
7	SAIL	Sailpoint INC	Stock-Other	3.53%	—	—
8	CHYM	Chime Financial Inc-cl A	Stock-Other	2.69%	-2.00%	-49.60%
9	KLAR	Klarna Group plc	Stock-Other	2.53%	-2.69%	-29.94%
10	NU	Nu Holdings Ltd.	Stock-Financials	2.37%	+0.56%	—
11	TTAN	Servicetitan Inc-a	Stock-Tech	2.12%	-0.20%	—
12	CCC	Ccc Intelligent Solutions Ho	Stock-Tech	1.84%	+0.25%	—
13	DDOG	Datadog INC - Class A	Stock-Tech	1.07%	+0.26%	—
14	ROOT	Root Inc/oh -class A	Stock-Other	0.23%	-0.01%	—
15	WLTH	Wealthfront CORP	Stock-Other	0.20%	+0.01%	—
16	OSCR	Oscar Health INC - Class A	Stock-Healthcare	0.14%	-0.07%	-44.39%
17	GTM	Zoominfo Technologies INC	Stock-Tech	0.13%	-0.02%	—

Portfolio Performance

Performance for Q3 2026

-1.1%

Performance Last 4 Quarters

-29.6%

Based on 67% of reported portfolio value with available pricing

Stdev: +30.8%
Beta: +1.42
Alpha: -27.7%
Max Drawdown: -34%
Annualized Perf: -8.7%
Batting Avg vs S&P: +33.3%
Sortino: -0.22
Stutzer: -0.04
Treynor: -0.03
Sterling: -0.29
Calmar: -0.26
Information Ratio: -0.84
Tracking Error: +24.9%
Stdev Down: +20.5%
Winning Months %: +41.7%
Losing Months %: +58.3%
Best 12 Months: +56%
Worst 12 Months: -32.8%
Efficiency Ratio: +0.11
Sharpe: -0.15
Stdev Sectors: +14.3%
Skewness: +0.41
Kurtosis: +0.67
Upside Potential: +1.78

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	17	$3.0B	72	1NVDA 2CPNG 3META Top holdings2026-03-31 1.NVDA 2.CPNG 3.META 4.CVNA 5.GLBE 6.XYZ 7.SAIL 8.CHYM 9.KLAR 10.NU
2025-12-31	27	$4.6B	33	1CPNG 2NVDA 3GLBE Top holdings2025-12-31 1.CPNG 2.NVDA 3.GLBE 4.CVNA 5.DAY 6.XYZ 7.MELI 8.KLAR 9.CHYM 10.PDD
2025-09-30	26	$4.5B	83	1DUOL 2XYZ 3CPNG Top holdings2025-09-30 1.DUOL 2.XYZ 3.CPNG 4.GLBE 5.NVDA 6.DAY 7.KLAR 8.CVNA 9.PDD 10.MELI
2025-06-30	20	$4.9B	0	1XYZ 2CPNG 3NVDA Top holdings2025-06-30 1.XYZ 2.CPNG 3.NVDA 4.FLUT 5.PDD 6.GLBE 7.INSP 8.DDOG 9.CHYM 10.DAY
2025-03-31	22	$4.8B	100	1CPNG 2PDD 3XYZ Top holdings2025-03-31 1.CPNG 2.PDD 3.XYZ 4.INTU 5.DUOL 6.FLUT 7.GLBE 8.DAY 9.TEAM 10.INSP
2024-12-31	23	$5.7B	0	1GLBE 2RBLX 3PDD Top holdings2024-12-31 1.GLBE 2.RBLX 3.PDD 4.CPNG 5.TEAM 6.XYZ 7.FLUT 8.DUOL 9.DAY 10.DT
2024-09-30	24	$5.8B	0	1GLBE 2TEAM 3RBLX Top holdings2024-09-30 1.GLBE 2.TEAM 3.RBLX 4.PDD 5.DAY 6.CPNG 7.DUOL 8.FLUT 9.DASH 10.JAMF
2024-06-30	33	$5.2B	0	1GLBE 2TEAM 3RBLX Top holdings2024-06-30 1.GLBE 2.TEAM 3.RBLX 4.CPNG 5.PDD 6.DASH 7.FLUT 8.GTM 9.BZ 10.JAMF
2024-03-31	29	$4.3B	0	1GLBE 2GTM 3RBLX Top holdings2024-03-31 1.GLBE 2.GTM 3.RBLX 4.CPNG 5.FLUT 6.BZ 7.JAMF 8.XYZ 9.DASH 10.DT
2023-12-31	28	$4.6B	0	1GLBE 2XYZ 3RBLX Top holdings2023-12-31 1.GLBE 2.XYZ 3.RBLX 4.GTM 5.DASH 6.PDD 7.DDOG 8.JAMF 9.CPNG 10.BZ
2023-09-30	29	$4.3B	0	1GLBE 2XYZ 3GTM Top holdings2023-09-30 1.GLBE 2.XYZ 3.GTM 4.DASH 5.PDD 6.JAMF 7.DDOG 8.RBLX 9.NCNO 10.CPNG
2023-06-30	26	$4.8B	0	1GTM 2GLBE 3DASH Top holdings2023-06-30 1.GTM 2.GLBE 3.DASH 4.DDOG 5.UBER 6.JAMF 7.XYZ 8.SNOW 9.NCNO 10.NU
2023-03-31	30	$4.2B	0	1GTM 2SNOW 3GLBE Top holdings2023-03-31 1.GTM 2.SNOW 3.GLBE 4.JAMF 5.DDOG 6.DASH 7.UBER 8.XYZ 9.NCNO 10.CARG
2022-12-31	31	$3.2B	0	1GTM 2SNOW 3JAMF Top holdings2022-12-31 1.GTM 2.SNOW 3.JAMF 4.GLBE 5.DDOG 6.NCNO 7.UBER 8.DASH 9.CARG 10.CCC
2022-09-30	35	$3.8B	0	1SNOW 2GTM 3JAMF Top holdings2022-09-30 1.SNOW 2.GTM 3.JAMF 4.DDOG 5.NCNO 6.GLBE 7.UBER 8.DASH 9.CCC 10.CARG
2022-06-30	39	$3.9B	0	1JAMF 2SNOW 3GTM Top holdings2022-06-30 1.JAMF 2.SNOW 3.GTM 4.DDOG 5.CCC 6.UBER 7.DASH 8.NCNO 9.CARG 10.DT
2022-03-31	52	$7.8B	0	1NU 2JAMF 3DDOG Top holdings2022-03-31 1.NU 2.JAMF 3.DDOG 4.SNOW 5.UBER 6.CARG 7.XYZ 8.DASH 9.CCC 10.DT
2021-12-31	64	$8.7B	0	1NU 2JAMF 3RIVN Top holdings2021-12-31 1.NU 2.JAMF 3.RIVN 4.DDOG 5.UBER 6.SNOW 7.CCC 8.CARG 9.DT 10.XYZ
2021-09-30	72	$7.6B	0	1JAMF 2SNOW 3UBER Top holdings2021-09-30 1.JAMF 2.SNOW 3.UBER 4.XYZ 5.DDOG 6.DT 7.CCC 8.HOOD 9.DASH 10.PTON
2021-06-30	63	$7.8B	49	1SNOW 2UBER 3PCOR Top holdings2021-06-30 1.SNOW 2.UBER 3.PCOR 4.DASH 5.XYZ 6.DT 7.PTON 8.PATH 9.JAMF 10.TWLO
2021-03-31	48	$7.0B	30	1SNOW 2UBER 3ABNB Top holdings2021-03-31 1.SNOW 2.UBER 3.ABNB 4.DASH 5.DT 6.XYZ 7.DDOG 8.TWLO 9.CARG 10.264120
2020-12-31	40	$6.7B	49	1SNOW 2UBER 3DASH Top holdings2020-12-31 1.SNOW 2.UBER 3.DASH 4.ABNB 5.DDOG 6.XYZ 7.DT 8.CARG 9.TWLO 10.264120
2020-09-30	33	$4.5B	61	1SNOW 2UBER 3DDOG Top holdings2020-09-30 1.SNOW 2.UBER 3.DDOG 4.DT 5.XYZ 6.264120 7.TWLO 8.BABA 9.GTM 10.CARG
2020-06-30	23	$3.0B	41	1UBER 2DDOG 3DT Top holdings2020-06-30 1.UBER 2.DDOG 3.DT 4.TWLO 5.XYZ 6.LVGO 7.GTM 8.BABA 9.CARG 10.NOW
2020-03-31	24	$2.2B	29	1UBER 2TWLO 3DDOG Top holdings2020-03-31 1.UBER 2.TWLO 3.DDOG 4.DT 5.BABA 6.LVGO 7.META 8.NOW 9.XYZ 10.CARG
2019-12-31	21	$2.4B	22	1UBER 2TWLO 3DDOG Top holdings2019-12-31 1.UBER 2.TWLO 3.DDOG 4.BABA 5.DT 6.DAY 7.GSKYGBP 8.LVGO 9.NOW 10.WUBAUSD
2019-09-30	23	$2.4B	53	1UBER 2TWLO 3DDOG Top holdings2019-09-30 1.UBER 2.TWLO 3.DDOG 4.BABA 5.DAY 6.DT 7.GSKYGBP 8.NOW 9.NBIS 10.LVGO
2019-06-30	21	$2.5B	74	1UBER 2TWLO 3BABA Top holdings2019-06-30 1.UBER 2.TWLO 3.BABA 4.GSKYGBP 5.DAY 6.WUBAUSD 7.SPOT 8.META 9.NOW 10.NBIS
2019-03-31	25	$1.7B	44	1TWLO 2BABA 3DAY Top holdings2019-03-31 1.TWLO 2.BABA 3.DAY 4.TME 5.SPOT 6.GSKYGBP 7.NOW 8.WUBAUSD 9.META 10.MELI
2018-12-31	25	$1.3B	58	1TWLO 2BABA 3DAY Top holdings2018-12-31 1.TWLO 2.BABA 3.DAY 4.SPOT 5.TME 6.816883 7.GSKYGBP 8.WUBAUSD 9.NOW 10.META
2018-09-30	21	$1.2B	37	1SPOT 2TWLO 3DAY Top holdings2018-09-30 1.SPOT 2.TWLO 3.DAY 4.BABA 5.META 6.NOW 7.WUBAUSD 8.RDFN 9.FTCHQ 10.816883
2018-06-30	22	$1.1B	69	1SPOT 2TWLO 3DAY Top holdings2018-06-30 1.SPOT 2.TWLO 3.DAY 4.META 5.JD 6.NOW 7.WUBAUSD 8.RDFN 9.BABA 10.816883
2018-03-31	19	$705.9M	61	1TWLO 2META 3NOW Top holdings2018-03-31 1.TWLO 2.META 3.NOW 4.WUBAUSD 5.JD 6.CNNE 7.RDFN 8.BABA 9.NFLX 10.816883
2017-12-31	20	$610.5M	53	1JD 2NOW 3WUBAUSD Top holdings2017-12-31 1.JD 2.NOW 3.WUBAUSD 4.TWLO 5.META 6.MULEUSD 7.ETSY 8.BABA 9.RDFN 10.BL
2017-09-30	20	$609.4M	34	1WUBAUSD 2JD 3NOW Top holdings2017-09-30 1.WUBAUSD 2.JD 3.NOW 4.APPF 5.BL 6.META 7.ETSY 8.BABA 9.EVBGEUR 10.XYZ
2017-06-30	23	$581.3M	36	1JD 2ETSY 3APPF Top holdings2017-06-30 1.JD 2.ETSY 3.APPF 4.WUBAUSD 5.NOW 6.META 7.BL 8.XYZ 9.EVBGEUR 10.BABA
2017-03-31	21	$561.3M	48	1SNAP 2APPF 3JD Top holdings2017-03-31 1.SNAP 2.APPF 3.JD 4.WUBAUSD 5.XYZ 6.META 7.EVBGEUR 8.BL 9.BABA 10.NOW
2016-12-31	21	$423.0M	50	1XYZ 2APPF 3JD Top holdings2016-12-31 1.XYZ 2.APPF 3.JD 4.EVBGEUR 5.WUBAUSD 6.BL 7.BABA 8.NOW 9.LPLA 10.ALRM
2016-09-30	17	$443.0M	44	1WUBAUSD 2LPLA 3JD Top holdings2016-09-30 1.WUBAUSD 2.LPLA 3.JD 4.XYZ 5.APPF 6.BABA 7.EVBGEUR 8.NOW 9.NFLX 10.22943f
2016-06-30	17	$394.9M	49	1WUBAUSD 2JD 3LPLA Top holdings2016-06-30 1.WUBAUSD 2.JD 3.LPLA 4.XYZ 5.BABA 6.NOW 7.NFLX 8.APPF 9.TEAM 10.22943f
2016-03-31	13	$317.7M	51	1BABA 2JD 3LPLA Top holdings2016-03-31 1.BABA 2.JD 3.LPLA 4.WUBAUSD 5.XYZ 6.22943f 7.TEAM 8.APPF 9.GDDY 10.ALRM
2015-12-31	13	$330.9M	66	1BABA 2JD 3XYZ Top holdings2015-12-31 1.BABA 2.JD 3.XYZ 4.WUBAUSD 5.74906P 6.ALRM 7.LPLA 8.TEAM 9.GDDY 10.74906P
2015-09-30	13	$254.3M	61	1BABA 2JD 3LPLA Top holdings2015-09-30 1.BABA 2.JD 3.LPLA 4.WUBAUSD 5.GDDY 6.ETSY 7.YELP 8.ALRM 9.APPF 10.FRPT
2015-06-30	16	$293.6M	82	1BABA 2LPLA 3YELP Top holdings2015-06-30 1.BABA 2.LPLA 3.YELP 4.ZG 5.ALRM 6.ETSY 7.WUBAUSD 8.GDDY 9.1940857D 10.VIPS
2015-03-31	9	$216.1M	33	1BABA 2YELP 3WUBAUSD Top holdings2015-03-31 1.BABA 2.YELP 3.WUBAUSD 4.440894 5.JD 6.OASEUR 7.NEWREUR 8.EQIX 9.FRPT
2014-12-31	10	$220.9M	0	1BABA 2WUBAUSD 3YELP Top holdings2014-12-31 1.BABA 2.WUBAUSD 3.YELP 4.440894 5.EQIX 6.NEWREUR 7.JD 8.BIDU 9.57063L 10.FRPT

Holding changes this quarter

Dragoneer Investment Group, LLC's most significant position changes for 2026-03-31: New buy: Meta Platforms Inc-class A (META); Sold out: Dayforce INC (DAY); Sold out: Mercadolibre INC (MELI); Sold out: Pdd Holdings INC (PDD); Sold out: Duolingo (DUOL).

Position changes disclosed by Dragoneer Investment Group, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	NVDA	Nvidia CORP	+10.9%	+40.78%	Add
2	CPNG	Coupang INC	+6.4%	+29.09%	Add
3	CVNA	Carvana Co	+4.1%	+27.92%	Add
4	GLBE	Global-E Online Ltd.	+1.7%	-2.19%	Trim
5	NU	Nu Holdings Ltd.	+0.6%	—	Unchanged
6	DDOG	Datadog INC - Class A	+0.3%	—	Unchanged
7	CCC	Ccc Intelligent Solutions Ho	+0.3%	—	Unchanged
8	WLTH	Wealthfront CORP	0%	—	Unchanged
9	SAIL	Sailpoint INC	—	—	Unchanged
10	ROOT	Root Inc/oh -class A	0%	—	Unchanged
11	GTM	Zoominfo Technologies INC	0%	—	Unchanged
12	OSCR	Oscar Health INC - Class A	-0.1%	-44.39%	Trim
13	TTAN	Servicetitan Inc-a	-0.2%	—	Unchanged
14	XYZ	Block INC	-1.2%	-41.38%	Trim
15	CHYM	Chime Financial Inc-cl A	-2%	-49.60%	Trim
16	KLAR	Klarna Group plc	-2.7%	-29.94%	Trim
17	META	Meta Platforms Inc-class A	—	NEW	New buy
18	DAY	Dayforce INC	—	EXIT	Sold out
19	MELI	Mercadolibre INC	—	EXIT	Sold out
20	PDD	Pdd Holdings INC	—	EXIT	Sold out
21	DUOL	Duolingo	—	EXIT	Sold out
22	EXE	Expand Energy CORP	—	EXIT	Sold out
23	CRK	Comstock Resources INC	—	EXIT	Sold out
24	JAMF	Jamf Holding CORP	—	EXIT	Sold out
25	NAVN	Navan Inc-cl A	—	EXIT	Sold out
26	MDLN	Medline Inc-cl A	—	EXIT	Sold out
27	FIG	Figma Inc-cl A	—	EXIT	Sold out
28	GEMI	Gemini Space Station Inc-a	—	EXIT	Sold out

FAQ

What is Dragoneer Investment Group, LLC and what type of investor is it?

Dragoneer Investment Group, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $3.0B, spread across 17 disclosed positions.

What are Dragoneer Investment Group, LLC's largest equity positions?

Based on the latest 13F filing, Dragoneer Investment Group, LLC's top holdings by market value are: 1. Nvidia CORP (NVDA) — $650.2M (21.7%) 2. Coupang INC (CPNG) — $525.9M (17.5%) 3. Meta Platforms Inc-class A (META) — $407.8M (13.6%) 4. Carvana Co (CVNA) — $393.9M (13.1%) 5. Global-E Online Ltd. (GLBE) — $342.9M (11.4%)

What changes did Dragoneer Investment Group, LLC make in its most recent portfolio filing?

In the latest reported quarter, Dragoneer Investment Group, LLC made 20 notable position adjustments: 1 new positions were initiated, 3 existing holdings were added to, 5 positions were partially reduced, and 11 were completely exited. The largest of these moves: New buy: Meta Platforms Inc-class A (META); Sold out: Dayforce INC (DAY); Sold out: Mercadolibre INC (MELI); Sold out: Pdd Holdings INC (PDD); Sold out: Duolingo (DUOL)

What sectors does Dragoneer Investment Group, LLC focus on?

Dragoneer Investment Group, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Consumer Discretionary: 38.6% • Information Technology: 33.8% • Communication Services: 17.1% • Financials: 10.3% • Health Care: 0.2%

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Dragoneer Investment Group, LLC 13F Filings & AI Analysis

ContrarianSector-focusedQuality / disciplined sizing

Total reported value

$3.0B

Reporting period: 2026-03-31 · Number of holdings: 17

Dragoneer Investment Group, LLC disclosed 17 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $3.0B and a quarterly turnover rate of 72.4%.

Browse other institutions with $1B to $10B AUM Browse other institutions starting with "D"

Personality snowflake

Concentration: 53.53
Portfolio Stability: 72.37
Momentum/Contrarian: 0
Sector conviction: 90.89
Diversification: 34
Sizing Uniformity: 88.36

Recent moves

Add NVDA
+40.8%　$156.3M
Add CPNG
+29.1%　$16.9M
Add CVNA
+27.9%　-$19.4M
Trim KLAR
-29.9%　-$163.5M
Trim CHYM
-49.6%　-$134.5M
Add GLBE
-2.2%　-$103.8M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	NVDA	Nvidia CORP	Stock-Tech	21.66%	+10.89%	+40.78%
2	CPNG	Coupang INC	Stock-Consumer Disc	17.52%	+6.42%	+29.09%
3	META	Meta Platforms Inc-class A	Stock-Comm Services	13.58%	+13.58%	NEW
4	CVNA	Carvana Co	Stock-Consumer Disc	13.12%	+4.11%	+27.92%
5	GLBE	Global-E Online Ltd.	Stock-Other	11.42%	+1.68%	-2.19%
6	XYZ	Block INC	Stock-Financials	5.85%	-1.22%	-41.38%
7	SAIL	Sailpoint INC	Stock-Other	3.53%	—	—
8	CHYM	Chime Financial Inc-cl A	Stock-Other	2.69%	-2.00%	-49.60%
9	KLAR	Klarna Group plc	Stock-Other	2.53%	-2.69%	-29.94%
10	NU	Nu Holdings Ltd.	Stock-Financials	2.37%	+0.56%	—
11	TTAN	Servicetitan Inc-a	Stock-Tech	2.12%	-0.20%	—
12	CCC	Ccc Intelligent Solutions Ho	Stock-Tech	1.84%	+0.25%	—
13	DDOG	Datadog INC - Class A	Stock-Tech	1.07%	+0.26%	—
14	ROOT	Root Inc/oh -class A	Stock-Other	0.23%	-0.01%	—
15	WLTH	Wealthfront CORP	Stock-Other	0.20%	+0.01%	—
16	OSCR	Oscar Health INC - Class A	Stock-Healthcare	0.14%	-0.07%	-44.39%
17	GTM	Zoominfo Technologies INC	Stock-Tech	0.13%	-0.02%	—

Portfolio Performance

Performance for Q3 2026

-1.1%

Performance Last 4 Quarters

-29.6%

Based on 67% of reported portfolio value with available pricing

Stdev: +30.8%
Beta: +1.42
Alpha: -27.7%
Max Drawdown: -34%
Annualized Perf: -8.7%
Batting Avg vs S&P: +33.3%
Sortino: -0.22
Stutzer: -0.04
Treynor: -0.03
Sterling: -0.29
Calmar: -0.26
Information Ratio: -0.84
Tracking Error: +24.9%
Stdev Down: +20.5%
Winning Months %: +41.7%
Losing Months %: +58.3%
Best 12 Months: +56%
Worst 12 Months: -32.8%
Efficiency Ratio: +0.11
Sharpe: -0.15
Stdev Sectors: +14.3%
Skewness: +0.41
Kurtosis: +0.67
Upside Potential: +1.78

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	17	$3.0B	72	1NVDA 2CPNG 3META Top holdings2026-03-31 1.NVDA 2.CPNG 3.META 4.CVNA 5.GLBE 6.XYZ 7.SAIL 8.CHYM 9.KLAR 10.NU
2025-12-31	27	$4.6B	33	1CPNG 2NVDA 3GLBE Top holdings2025-12-31 1.CPNG 2.NVDA 3.GLBE 4.CVNA 5.DAY 6.XYZ 7.MELI 8.KLAR 9.CHYM 10.PDD
2025-09-30	26	$4.5B	83	1DUOL 2XYZ 3CPNG Top holdings2025-09-30 1.DUOL 2.XYZ 3.CPNG 4.GLBE 5.NVDA 6.DAY 7.KLAR 8.CVNA 9.PDD 10.MELI
2025-06-30	20	$4.9B	0	1XYZ 2CPNG 3NVDA Top holdings2025-06-30 1.XYZ 2.CPNG 3.NVDA 4.FLUT 5.PDD 6.GLBE 7.INSP 8.DDOG 9.CHYM 10.DAY
2025-03-31	22	$4.8B	100	1CPNG 2PDD 3XYZ Top holdings2025-03-31 1.CPNG 2.PDD 3.XYZ 4.INTU 5.DUOL 6.FLUT 7.GLBE 8.DAY 9.TEAM 10.INSP
2024-12-31	23	$5.7B	0	1GLBE 2RBLX 3PDD Top holdings2024-12-31 1.GLBE 2.RBLX 3.PDD 4.CPNG 5.TEAM 6.XYZ 7.FLUT 8.DUOL 9.DAY 10.DT
2024-09-30	24	$5.8B	0	1GLBE 2TEAM 3RBLX Top holdings2024-09-30 1.GLBE 2.TEAM 3.RBLX 4.PDD 5.DAY 6.CPNG 7.DUOL 8.FLUT 9.DASH 10.JAMF
2024-06-30	33	$5.2B	0	1GLBE 2TEAM 3RBLX Top holdings2024-06-30 1.GLBE 2.TEAM 3.RBLX 4.CPNG 5.PDD 6.DASH 7.FLUT 8.GTM 9.BZ 10.JAMF
2024-03-31	29	$4.3B	0	1GLBE 2GTM 3RBLX Top holdings2024-03-31 1.GLBE 2.GTM 3.RBLX 4.CPNG 5.FLUT 6.BZ 7.JAMF 8.XYZ 9.DASH 10.DT
2023-12-31	28	$4.6B	0	1GLBE 2XYZ 3RBLX Top holdings2023-12-31 1.GLBE 2.XYZ 3.RBLX 4.GTM 5.DASH 6.PDD 7.DDOG 8.JAMF 9.CPNG 10.BZ
2023-09-30	29	$4.3B	0	1GLBE 2XYZ 3GTM Top holdings2023-09-30 1.GLBE 2.XYZ 3.GTM 4.DASH 5.PDD 6.JAMF 7.DDOG 8.RBLX 9.NCNO 10.CPNG
2023-06-30	26	$4.8B	0	1GTM 2GLBE 3DASH Top holdings2023-06-30 1.GTM 2.GLBE 3.DASH 4.DDOG 5.UBER 6.JAMF 7.XYZ 8.SNOW 9.NCNO 10.NU
2023-03-31	30	$4.2B	0	1GTM 2SNOW 3GLBE Top holdings2023-03-31 1.GTM 2.SNOW 3.GLBE 4.JAMF 5.DDOG 6.DASH 7.UBER 8.XYZ 9.NCNO 10.CARG
2022-12-31	31	$3.2B	0	1GTM 2SNOW 3JAMF Top holdings2022-12-31 1.GTM 2.SNOW 3.JAMF 4.GLBE 5.DDOG 6.NCNO 7.UBER 8.DASH 9.CARG 10.CCC
2022-09-30	35	$3.8B	0	1SNOW 2GTM 3JAMF Top holdings2022-09-30 1.SNOW 2.GTM 3.JAMF 4.DDOG 5.NCNO 6.GLBE 7.UBER 8.DASH 9.CCC 10.CARG
2022-06-30	39	$3.9B	0	1JAMF 2SNOW 3GTM Top holdings2022-06-30 1.JAMF 2.SNOW 3.GTM 4.DDOG 5.CCC 6.UBER 7.DASH 8.NCNO 9.CARG 10.DT
2022-03-31	52	$7.8B	0	1NU 2JAMF 3DDOG Top holdings2022-03-31 1.NU 2.JAMF 3.DDOG 4.SNOW 5.UBER 6.CARG 7.XYZ 8.DASH 9.CCC 10.DT
2021-12-31	64	$8.7B	0	1NU 2JAMF 3RIVN Top holdings2021-12-31 1.NU 2.JAMF 3.RIVN 4.DDOG 5.UBER 6.SNOW 7.CCC 8.CARG 9.DT 10.XYZ
2021-09-30	72	$7.6B	0	1JAMF 2SNOW 3UBER Top holdings2021-09-30 1.JAMF 2.SNOW 3.UBER 4.XYZ 5.DDOG 6.DT 7.CCC 8.HOOD 9.DASH 10.PTON
2021-06-30	63	$7.8B	49	1SNOW 2UBER 3PCOR Top holdings2021-06-30 1.SNOW 2.UBER 3.PCOR 4.DASH 5.XYZ 6.DT 7.PTON 8.PATH 9.JAMF 10.TWLO
2021-03-31	48	$7.0B	30	1SNOW 2UBER 3ABNB Top holdings2021-03-31 1.SNOW 2.UBER 3.ABNB 4.DASH 5.DT 6.XYZ 7.DDOG 8.TWLO 9.CARG 10.264120
2020-12-31	40	$6.7B	49	1SNOW 2UBER 3DASH Top holdings2020-12-31 1.SNOW 2.UBER 3.DASH 4.ABNB 5.DDOG 6.XYZ 7.DT 8.CARG 9.TWLO 10.264120
2020-09-30	33	$4.5B	61	1SNOW 2UBER 3DDOG Top holdings2020-09-30 1.SNOW 2.UBER 3.DDOG 4.DT 5.XYZ 6.264120 7.TWLO 8.BABA 9.GTM 10.CARG
2020-06-30	23	$3.0B	41	1UBER 2DDOG 3DT Top holdings2020-06-30 1.UBER 2.DDOG 3.DT 4.TWLO 5.XYZ 6.LVGO 7.GTM 8.BABA 9.CARG 10.NOW
2020-03-31	24	$2.2B	29	1UBER 2TWLO 3DDOG Top holdings2020-03-31 1.UBER 2.TWLO 3.DDOG 4.DT 5.BABA 6.LVGO 7.META 8.NOW 9.XYZ 10.CARG
2019-12-31	21	$2.4B	22	1UBER 2TWLO 3DDOG Top holdings2019-12-31 1.UBER 2.TWLO 3.DDOG 4.BABA 5.DT 6.DAY 7.GSKYGBP 8.LVGO 9.NOW 10.WUBAUSD
2019-09-30	23	$2.4B	53	1UBER 2TWLO 3DDOG Top holdings2019-09-30 1.UBER 2.TWLO 3.DDOG 4.BABA 5.DAY 6.DT 7.GSKYGBP 8.NOW 9.NBIS 10.LVGO
2019-06-30	21	$2.5B	74	1UBER 2TWLO 3BABA Top holdings2019-06-30 1.UBER 2.TWLO 3.BABA 4.GSKYGBP 5.DAY 6.WUBAUSD 7.SPOT 8.META 9.NOW 10.NBIS
2019-03-31	25	$1.7B	44	1TWLO 2BABA 3DAY Top holdings2019-03-31 1.TWLO 2.BABA 3.DAY 4.TME 5.SPOT 6.GSKYGBP 7.NOW 8.WUBAUSD 9.META 10.MELI
2018-12-31	25	$1.3B	58	1TWLO 2BABA 3DAY Top holdings2018-12-31 1.TWLO 2.BABA 3.DAY 4.SPOT 5.TME 6.816883 7.GSKYGBP 8.WUBAUSD 9.NOW 10.META
2018-09-30	21	$1.2B	37	1SPOT 2TWLO 3DAY Top holdings2018-09-30 1.SPOT 2.TWLO 3.DAY 4.BABA 5.META 6.NOW 7.WUBAUSD 8.RDFN 9.FTCHQ 10.816883
2018-06-30	22	$1.1B	69	1SPOT 2TWLO 3DAY Top holdings2018-06-30 1.SPOT 2.TWLO 3.DAY 4.META 5.JD 6.NOW 7.WUBAUSD 8.RDFN 9.BABA 10.816883
2018-03-31	19	$705.9M	61	1TWLO 2META 3NOW Top holdings2018-03-31 1.TWLO 2.META 3.NOW 4.WUBAUSD 5.JD 6.CNNE 7.RDFN 8.BABA 9.NFLX 10.816883
2017-12-31	20	$610.5M	53	1JD 2NOW 3WUBAUSD Top holdings2017-12-31 1.JD 2.NOW 3.WUBAUSD 4.TWLO 5.META 6.MULEUSD 7.ETSY 8.BABA 9.RDFN 10.BL
2017-09-30	20	$609.4M	34	1WUBAUSD 2JD 3NOW Top holdings2017-09-30 1.WUBAUSD 2.JD 3.NOW 4.APPF 5.BL 6.META 7.ETSY 8.BABA 9.EVBGEUR 10.XYZ
2017-06-30	23	$581.3M	36	1JD 2ETSY 3APPF Top holdings2017-06-30 1.JD 2.ETSY 3.APPF 4.WUBAUSD 5.NOW 6.META 7.BL 8.XYZ 9.EVBGEUR 10.BABA
2017-03-31	21	$561.3M	48	1SNAP 2APPF 3JD Top holdings2017-03-31 1.SNAP 2.APPF 3.JD 4.WUBAUSD 5.XYZ 6.META 7.EVBGEUR 8.BL 9.BABA 10.NOW
2016-12-31	21	$423.0M	50	1XYZ 2APPF 3JD Top holdings2016-12-31 1.XYZ 2.APPF 3.JD 4.EVBGEUR 5.WUBAUSD 6.BL 7.BABA 8.NOW 9.LPLA 10.ALRM
2016-09-30	17	$443.0M	44	1WUBAUSD 2LPLA 3JD Top holdings2016-09-30 1.WUBAUSD 2.LPLA 3.JD 4.XYZ 5.APPF 6.BABA 7.EVBGEUR 8.NOW 9.NFLX 10.22943f
2016-06-30	17	$394.9M	49	1WUBAUSD 2JD 3LPLA Top holdings2016-06-30 1.WUBAUSD 2.JD 3.LPLA 4.XYZ 5.BABA 6.NOW 7.NFLX 8.APPF 9.TEAM 10.22943f
2016-03-31	13	$317.7M	51	1BABA 2JD 3LPLA Top holdings2016-03-31 1.BABA 2.JD 3.LPLA 4.WUBAUSD 5.XYZ 6.22943f 7.TEAM 8.APPF 9.GDDY 10.ALRM
2015-12-31	13	$330.9M	66	1BABA 2JD 3XYZ Top holdings2015-12-31 1.BABA 2.JD 3.XYZ 4.WUBAUSD 5.74906P 6.ALRM 7.LPLA 8.TEAM 9.GDDY 10.74906P
2015-09-30	13	$254.3M	61	1BABA 2JD 3LPLA Top holdings2015-09-30 1.BABA 2.JD 3.LPLA 4.WUBAUSD 5.GDDY 6.ETSY 7.YELP 8.ALRM 9.APPF 10.FRPT
2015-06-30	16	$293.6M	82	1BABA 2LPLA 3YELP Top holdings2015-06-30 1.BABA 2.LPLA 3.YELP 4.ZG 5.ALRM 6.ETSY 7.WUBAUSD 8.GDDY 9.1940857D 10.VIPS
2015-03-31	9	$216.1M	33	1BABA 2YELP 3WUBAUSD Top holdings2015-03-31 1.BABA 2.YELP 3.WUBAUSD 4.440894 5.JD 6.OASEUR 7.NEWREUR 8.EQIX 9.FRPT
2014-12-31	10	$220.9M	0	1BABA 2WUBAUSD 3YELP Top holdings2014-12-31 1.BABA 2.WUBAUSD 3.YELP 4.440894 5.EQIX 6.NEWREUR 7.JD 8.BIDU 9.57063L 10.FRPT

Holding changes this quarter

Position changes disclosed by Dragoneer Investment Group, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	NVDA	Nvidia CORP	+10.9%	+40.78%	Add
2	CPNG	Coupang INC	+6.4%	+29.09%	Add
3	CVNA	Carvana Co	+4.1%	+27.92%	Add
4	GLBE	Global-E Online Ltd.	+1.7%	-2.19%	Trim
5	NU	Nu Holdings Ltd.	+0.6%	—	Unchanged
6	DDOG	Datadog INC - Class A	+0.3%	—	Unchanged
7	CCC	Ccc Intelligent Solutions Ho	+0.3%	—	Unchanged
8	WLTH	Wealthfront CORP	0%	—	Unchanged
9	SAIL	Sailpoint INC	—	—	Unchanged
10	ROOT	Root Inc/oh -class A	0%	—	Unchanged
11	GTM	Zoominfo Technologies INC	0%	—	Unchanged
12	OSCR	Oscar Health INC - Class A	-0.1%	-44.39%	Trim
13	TTAN	Servicetitan Inc-a	-0.2%	—	Unchanged
14	XYZ	Block INC	-1.2%	-41.38%	Trim
15	CHYM	Chime Financial Inc-cl A	-2%	-49.60%	Trim
16	KLAR	Klarna Group plc	-2.7%	-29.94%	Trim
17	META	Meta Platforms Inc-class A	—	NEW	New buy
18	DAY	Dayforce INC	—	EXIT	Sold out
19	MELI	Mercadolibre INC	—	EXIT	Sold out
20	PDD	Pdd Holdings INC	—	EXIT	Sold out
21	DUOL	Duolingo	—	EXIT	Sold out
22	EXE	Expand Energy CORP	—	EXIT	Sold out
23	CRK	Comstock Resources INC	—	EXIT	Sold out
24	JAMF	Jamf Holding CORP	—	EXIT	Sold out
25	NAVN	Navan Inc-cl A	—	EXIT	Sold out
26	MDLN	Medline Inc-cl A	—	EXIT	Sold out
27	FIG	Figma Inc-cl A	—	EXIT	Sold out
28	GEMI	Gemini Space Station Inc-a	—	EXIT	Sold out