← Dragoneer Investment Group portfolio
13F-HR filing
VALIDATEDHoldings period 2025-12-31 · Filed 2026-02-17 · Accession 0001193125-26-052974
Open official SEC source ↗| # | Issuer | Class / CUSIP | Kind | Shares | Value |
|---|---|---|---|---|---|
| 1 | SQUARE INC | CL A · 852234103 | LONG | 4,978,155 | $324.0 million |
| 2 | CARVANA CO | CL A · 146869102 | LONG | 979,460 | $413.4 million |
| 3 | CCC INTELLIGENT SOLUTIONS HL | COM · 12510Q100 | LONG | 9,196,301 | $73.1 million |
| 4 | CHIME FINL INC | COM SHS CL A · 16935C109 | LONG | 8,548,884 | $215.2 million |
| 5 | COMSTOCK RES INC | COM · 205768302 | LONG | 4,298,202 | $99.6 million |
| 6 | COUPANG INC | CL A · 22266T109 | LONG | 21,576,556 | $509.0 million |
| 7 | DATADOG INC | CL A COM · 23804L103 | LONG | 271,800 | $37.0 million |
| 8 | CERIDIAN HCM HLDG INC | COM · 15677J108 | LONG | 4,749,842 | $328.5 million |
| 9 | DUOLINGO INC | CL A COM · 26603R106 | LONG | 1,159,887 | $203.6 million |
| 10 | CHESAPEAKE ENERGY CORP | COM · 165167735 | LONG | 1,319,618 | $145.6 million |
| 11 | FIGMA INC | CLASS A COM STK · 316841105 | LONG | 431,165 | $16.1 million |
| 12 | GEMINI SPACE STA INC | CL A COM · 36866J105 | LONG | 810,000 | $8.0 million |
| 13 | GLOBAL E ONLINE LTD | SHS · M5216V106 | LONG | 11,365,028 | $446.8 million |
| 14 | JAMF HLDG CORP | COM · 47074L105 | LONG | 4,328,286 | $56.3 million |
| 15 | KLARNA GROUP PLC | SHS · G5279N105 | LONG | 8,283,616 | $239.5 million |
| 16 | MEDLINE INC | COM CL A · 58507V107 | LONG | 525,000 | $22.1 million |
| 17 | MERCADOLIBRE INC | COM · 58733R102 | LONG | 160,193 | $322.7 million |
| 18 | NAVAN INC | CL A · 639193101 | LONG | 2,095,507 | $35.8 million |
| 19 | NU HLDGS LTD | ORD SHS CL A · G6683N103 | LONG | 4,954,299 | $82.9 million |
| 20 | NVIDIA CORP | COM · 67066G104 | LONG | 2,648,387 | $493.9 million |
| 21 | OSCAR HEALTH INC | CL A · 687793109 | LONG | 657,435 | $9.4 million |
| 22 | PINDUODUO INC | SPONSORED ADS · 722304102 | LONG | 1,835,428 | $208.1 million |
| 23 | ROOT INC | CL A NEW · 77664L207 | LONG | 154,320 | $11.1 million |
| 24 | SAILPOINT INC | COM · 78781J109 | LONG | 8,000,000 | $161.8 million |
| 25 | SERVICETITAN INC | SHS CL A · 81764X103 | LONG | 1,000,885 | $106.6 million |
| 26 | WEALTHFRONT CORP | COM · 947002101 | LONG | 654,338 | $8.9 million |
| 27 | ZOOMINFO TECHNOLOGIES INC | COMMON STOCK · 98980F104 | LONG | 670,000 | $6.8 million |