Filed: 2/17/2026ACC: 0001193125-26-052974
📋 What this filing means
DRAGONEER INVESTMENT GROUP, LLC filed this quarterly 13F‑HR report disclosing 27 equity positions with a total reported market value of $4.59B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
27
Positions
$4.59B
Total AUM (reported)
105.65M
Total Shares
Allocation by class
COM$1.69B36.9%
CL A$1.29B28.2%
SHS$686.24M15.0%
CL A COM$248.56M5.4%
COM SHS CL A$215.18M4.7%
SPONSORED ADS$208.12M4.5%
SHS CL A$106.59M2.3%
Portfolio Concentration
Top 3$1.45B31.6%
4–10$2.05B44.7%
11–25$1.07B23.3%
Rest$14.85M0.3%
Top 3 weight
31.6%
Top 10 weight
76.3%
Voting Authority Distribution
Total shares with voting rights: 105.65M
Sole
Full voting authority
105.65M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole27
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings27
Rows:
COUPANG INC
SOLEShares21.58M
TypeSH
Market value$508.99M
11.10%
Sole
21.58M
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares2.65M
TypeSH
Market value$493.92M
10.77%
Sole
2.65M
Shared
0.00
None
0.00
GLOBAL E ONLINE LTD
SOLEShares11.37M
TypeSH
Market value$446.76M
9.74%
Sole
11.37M
Shared
0.00
None
0.00
CARVANA CO
SOLEShares979.46K
TypeSH
Market value$413.35M
9.01%
Sole
979.46K
Shared
0.00
None
0.00
DAYFORCE INC
SOLEShares4.75M
TypeSH
Market value$328.50M
7.16%
Sole
4.75M
Shared
0.00
None
0.00
BLOCK INC
SOLEShares4.98M
TypeSH
Market value$324.03M
7.07%
Sole
4.98M
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares160.19K
TypeSH
Market value$322.67M
7.04%
Sole
160.19K
Shared
0.00
None
0.00
KLARNA GROUP PLC
SOLEShares8.28M
TypeSH
Market value$239.48M
5.22%
Sole
8.28M
Shared
0.00
None
0.00
CHIME FINL INC
SOLEShares8.55M
TypeSH
Market value$215.18M
4.69%
Sole
8.55M
Shared
0.00
None
0.00
PDD HOLDINGS INC
SOLEShares1.84M
TypeSH
Market value$208.12M
4.54%
Sole
1.84M
Shared
0.00
None
0.00
DUOLINGO INC
SOLEShares1.16M
TypeSH
Market value$203.56M
4.44%
Sole
1.16M
Shared
0.00
None
0.00
SAILPOINT INC
SOLEShares8M
TypeSH
Market value$161.84M
3.53%
Sole
8M
Shared
0.00
None
0.00
EXPAND ENERGY CORPORATION
SOLEShares1.32M
TypeSH
Market value$145.63M
3.18%
Sole
1.32M
Shared
0.00
None
0.00
SERVICETITAN INC
SOLEShares1M
TypeSH
Market value$106.59M
2.32%
Sole
1M
Shared
0.00
None
0.00
COMSTOCK RES INC
SOLEShares4.30M
TypeSH
Market value$99.63M
2.17%
Sole
4.30M
Shared
0.00
None
0.00
NU HLDGS LTD
SOLEShares4.95M
TypeSH
Market value$82.93M
1.81%
Sole
4.95M
Shared
0.00
None
0.00
CCC INTELLIGENT SOLUTIONS HL
SOLEShares9.20M
TypeSH
Market value$73.11M
1.59%
Sole
9.20M
Shared
0.00
None
0.00
JAMF HLDG CORP
SOLEShares4.33M
TypeSH
Market value$56.31M
1.23%
Sole
4.33M
Shared
0.00
None
0.00
DATADOG INC
SOLEShares271.80K
TypeSH
Market value$36.96M
0.81%
Sole
271.80K
Shared
0.00
None
0.00
NAVAN INC
SOLEShares2.10M
TypeSH
Market value$35.79M
0.78%
Sole
2.10M
Shared
0.00
None
0.00
MEDLINE INC
SOLEShares525K
TypeSH
Market value$22.05M
0.48%
Sole
525K
Shared
0.00
None
0.00
FIGMA INC
SOLEShares431.17K
TypeSH
Market value$16.11M
0.35%
Sole
431.17K
Shared
0.00
None
0.00
ROOT INC
SOLEShares154.32K
TypeSH
Market value$11.15M
0.24%
Sole
154.32K
Shared
0.00
None
0.00
OSCAR HEALTH INC
SOLEShares657.43K
TypeSH
Market value$9.45M
0.21%
Sole
657.43K
Shared
0.00
None
0.00
WEALTHFRONT CORP
SOLEShares654.34K
TypeSH
Market value$8.89M
0.19%
Sole
654.34K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
COUPANG INCSOLE | CL A | 21.58M | SH | $508.99M 11.10% | 21.58M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 2.65M | SH | $493.92M 10.77% | 2.65M | 0.00 | 0.00 |
GLOBAL E ONLINE LTDSOLE | SHS | 11.37M | SH | $446.76M 9.74% | 11.37M | 0.00 | 0.00 |
CARVANA COSOLE | CL A | 979.46K | SH | $413.35M 9.01% | 979.46K | 0.00 | 0.00 |
DAYFORCE INCSOLE | COM | 4.75M | SH | $328.50M 7.16% | 4.75M | 0.00 | 0.00 |
BLOCK INCSOLE | CL A | 4.98M | SH | $324.03M 7.07% | 4.98M | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 160.19K | SH | $322.67M 7.04% | 160.19K | 0.00 | 0.00 |
KLARNA GROUP PLCSOLE | SHS | 8.28M | SH | $239.48M 5.22% | 8.28M | 0.00 | 0.00 |
CHIME FINL INCSOLE | COM SHS CL A | 8.55M | SH | $215.18M 4.69% | 8.55M | 0.00 | 0.00 |
PDD HOLDINGS INCSOLE | SPONSORED ADS | 1.84M | SH | $208.12M 4.54% | 1.84M | 0.00 | 0.00 |
DUOLINGO INCSOLE | CL A COM | 1.16M | SH | $203.56M 4.44% | 1.16M | 0.00 | 0.00 |
SAILPOINT INCSOLE | COM | 8M | SH | $161.84M 3.53% | 8M | 0.00 | 0.00 |
EXPAND ENERGY CORPORATIONSOLE | COM | 1.32M | SH | $145.63M 3.18% | 1.32M | 0.00 | 0.00 |
SERVICETITAN INCSOLE | SHS CL A | 1M | SH | $106.59M 2.32% | 1M | 0.00 | 0.00 |
COMSTOCK RES INCSOLE | COM | 4.30M | SH | $99.63M 2.17% | 4.30M | 0.00 | 0.00 |
NU HLDGS LTDSOLE | ORD SHS CL A | 4.95M | SH | $82.93M 1.81% | 4.95M | 0.00 | 0.00 |
CCC INTELLIGENT SOLUTIONS HLSOLE | COM | 9.20M | SH | $73.11M 1.59% | 9.20M | 0.00 | 0.00 |
JAMF HLDG CORPSOLE | COM | 4.33M | SH | $56.31M 1.23% | 4.33M | 0.00 | 0.00 |
DATADOG INCSOLE | CL A COM | 271.80K | SH | $36.96M 0.81% | 271.80K | 0.00 | 0.00 |
NAVAN INCSOLE | CL A | 2.10M | SH | $35.79M 0.78% | 2.10M | 0.00 | 0.00 |
MEDLINE INCSOLE | COM CL A | 525K | SH | $22.05M 0.48% | 525K | 0.00 | 0.00 |
FIGMA INCSOLE | CLASS A COM STK | 431.17K | SH | $16.11M 0.35% | 431.17K | 0.00 | 0.00 |
ROOT INCSOLE | CL A NEW | 154.32K | SH | $11.15M 0.24% | 154.32K | 0.00 | 0.00 |
OSCAR HEALTH INCSOLE | CL A | 657.43K | SH | $9.45M 0.21% | 657.43K | 0.00 | 0.00 |
WEALTHFRONT CORPSOLE | COM | 654.34K | SH | $8.89M 0.19% | 654.34K | 0.00 | 0.00 |
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