Dragoneer Investment Group portfolio · 2026-03-31
Disclosed long book
$3.00 billion
Long positions
17
Calls / puts
0 / 0
Top 5 concentration
77.3%
Longs with AI data
3 / 17
Average AI 1Y
+29.0%
13F filing comparison
Quarter-over-quarter changes
2025-12-31 to 2026-03-31
Newly reported
1
No longer reported
11
Increased
3
Reduced
5
Newly reported this quarter
Present now and absent from the immediately preceding comparable filing.
| Position | Kind | Shares | Value |
|---|---|---|---|
META META PLATFORMS INC | LONG | 712,800 | $407.8 million |
No longer reported this quarter
Present in the prior comparable filing and absent from this one.
| Position | Kind | Prior shares | Prior value |
|---|---|---|---|
COMSTOCK RES INC COMSTOCK RES INC · COM | LONG | 4,298,202 | $99.6 million |
CERIDIAN HCM HLDG INC CERIDIAN HCM HLDG INC · COM | LONG | 4,749,842 | $328.5 million |
DUOLINGO INC DUOLINGO INC · CL A COM | LONG | 1,159,887 | $203.6 million |
CHESAPEAKE ENERGY CORP CHESAPEAKE ENERGY CORP · COM | LONG | 1,319,618 | $145.6 million |
FIGMA INC FIGMA INC · CLASS A COM STK | LONG | 431,165 | $16.1 million |
GEMINI SPACE STA INC GEMINI SPACE STA INC · CL A COM | LONG | 810,000 | $8.0 million |
JAMF HLDG CORP JAMF HLDG CORP · COM | LONG | 4,328,286 | $56.3 million |
MEDLINE INC MEDLINE INC · COM CL A | LONG | 525,000 | $22.1 million |
MERCADOLIBRE INC MERCADOLIBRE INC · COM | LONG | 160,193 | $322.7 million |
NAVAN INC NAVAN INC · CL A | LONG | 2,095,507 | $35.8 million |
PINDUODUO INC PINDUODUO INC · SPONSORED ADS | LONG | 1,835,428 | $208.1 million |
“No longer reported” means the position is absent from this comparable 13F filing. It does not prove the manager sold it: reporting thresholds, confidential treatment, corporate actions, or instrument changes can also explain the omission.
| Position | Kind | Shares | Value | Long weight | Quarter change | AI at filing · 1Y | AI now |
|---|---|---|---|---|---|---|---|
NVDA NVIDIA Corporation | LONG | 3,728,387 | $650.2 million | 21.7% | INCREASED | 36.7% | 1Y +34.3% 5Y +199.6% · 26 models |
COUPANG INC COUPANG INC · CL A · 22266T109 | LONG | 27,852,856 | $525.9 million | 17.5% | INCREASED | — | 1Y — 5Y — |
META Meta Platforms Inc. | LONG | 712,800 | $407.8 million | 13.6% | NEWLY REPORTED | 23.7% | 1Y +22.3% 5Y +129.8% · 25 models |
CARVANA CO CARVANA CO · CL A · 146869102 | LONG | 1,252,960 | $393.9 million | 13.1% | INCREASED | — | 1Y — 5Y — |
GLOBAL E ONLINE LTD GLOBAL E ONLINE LTD · SHS · M5216V106 | LONG | 11,115,629 | $342.9 million | 11.4% | REDUCED | — | 1Y — 5Y — |
BLOCK INC BLOCK INC · CL A · 852234103 | LONG | 2,918,392 | $175.6 million | 5.9% | REDUCED | — | 1Y — 5Y — |
SAILPOINT INC SAILPOINT INC · COM · 78781J109 | LONG | 8,000,000 | $105.9 million | 3.5% | UNCHANGED | — | 1Y — 5Y — |
CHIME FINL INC CHIME FINL INC · COM SHS CL A · 16935C109 | LONG | 4,308,999 | $80.7 million | 2.7% | REDUCED | — | 1Y — 5Y — |
KLARNA GROUP PLC KLARNA GROUP PLC · SHS · G5279N105 | LONG | 5,803,764 | $76.0 million | 2.5% | REDUCED | — | 1Y — 5Y — |
NU HLDGS LTD NU HLDGS LTD · ORD SHS CL A · G6683N103 | LONG | 4,954,299 | $71.2 million | 2.4% | UNCHANGED | — | 1Y — 5Y — |
SERVICETITAN INC SERVICETITAN INC · SHS CL A · 81764X103 | LONG | 1,000,885 | $63.5 million | 2.1% | UNCHANGED | — | 1Y — 5Y — |
CCC INTELLIGENT SOLUTIONS HL CCC INTELLIGENT SOLUTIONS HL · COM · 12510Q100 | LONG | 9,196,301 | $55.2 million | 1.8% | UNCHANGED | — | 1Y — 5Y — |
DATADOG INC DATADOG INC · CL A COM · 23804L103 | LONG | 271,800 | $32.1 million | 1.1% | UNCHANGED | — | 1Y — 5Y — |
ROOT INC ROOT INC · CL A NEW · 77664L207 | LONG | 154,320 | $6.8 million | 0.2% | UNCHANGED | — | 1Y — 5Y — |
WEALTHFRONT CORP WEALTHFRONT CORP · COM · 947002101 | LONG | 654,338 | $6.1 million | 0.2% | UNCHANGED | — | 1Y — 5Y — |
OSCR OSCAR Health Inc | LONG | 365,573 | $4.2 million | 0.1% | REDUCED | 33.7% | 1Y +30.3% 5Y +145.0% · 24 models |
ZOOMINFO TECHNOLOGIES INC ZOOMINFO TECHNOLOGIES INC · COMMON STOCK · 98980F104 | LONG | 670,000 | $4.0 million | 0.1% | UNCHANGED | — | 1Y — 5Y — |