Filed: 5/15/2026ACC: 0001193125-26-225175
📋 What this filing means
DRAGONEER INVESTMENT GROUP, LLC filed this quarterly 13F‑HR report disclosing 17 equity positions with a total reported market value of $3.00B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
17
Positions
$3.00B
Total AUM (reported)
82.96M
Total Shares
Allocation by class
CL A$1.51B50.2%
COM$817.38M27.2%
SHS$418.89M14.0%
COM SHS CL A$80.71M2.7%
ORD SHS CL A$71.19M2.4%
SHS CL A$63.52M2.1%
CL A COM$32.09M1.1%
Portfolio Concentration
Top 3$1.58B52.8%
4–10$1.25B41.5%
11–25$171.85M5.7%
Top 3 weight
52.8%
Top 10 weight
94.3%
Voting Authority Distribution
Total shares with voting rights: 82.96M
Sole
Full voting authority
82.96M
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)
Sole17
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings17
Rows:
NVIDIA CORPORATION
SOLEShares3.73M
TypeSH
Market value$650.23M
21.66%
Sole
3.73M
Shared
0.00
None
0.00
COUPANG INC
SOLEShares27.85M
TypeSH
Market value$525.86M
17.52%
Sole
27.85M
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares712.80K
TypeSH
Market value$407.81M
13.58%
Sole
712.80K
Shared
0.00
None
0.00
CARVANA CO
SOLEShares1.25M
TypeSH
Market value$393.91M
13.12%
Sole
1.25M
Shared
0.00
None
0.00
GLOBAL E ONLINE LTD
SOLEShares11.12M
TypeSH
Market value$342.92M
11.42%
Sole
11.12M
Shared
0.00
None
0.00
BLOCK INC
SOLEShares2.92M
TypeSH
Market value$175.63M
5.85%
Sole
2.92M
Shared
0.00
None
0.00
SAILPOINT INC
SOLEShares8M
TypeSH
Market value$105.92M
3.53%
Sole
8M
Shared
0.00
None
0.00
CHIME FINL INC
SOLEShares4.31M
TypeSH
Market value$80.71M
2.69%
Sole
4.31M
Shared
0.00
None
0.00
KLARNA GROUP PLC
SOLEShares5.80M
TypeSH
Market value$75.97M
2.53%
Sole
5.80M
Shared
0.00
None
0.00
NU HLDGS LTD
SOLEShares4.95M
TypeSH
Market value$71.19M
2.37%
Sole
4.95M
Shared
0.00
None
0.00
SERVICETITAN INC
SOLEShares1M
TypeSH
Market value$63.52M
2.12%
Sole
1M
Shared
0.00
None
0.00
CCC INTELLIGENT SOLUTIONS HL
SOLEShares9.20M
TypeSH
Market value$55.18M
1.84%
Sole
9.20M
Shared
0.00
None
0.00
DATADOG INC
SOLEShares271.80K
TypeSH
Market value$32.09M
1.07%
Sole
271.80K
Shared
0.00
None
0.00
ROOT INC
SOLEShares154.32K
TypeSH
Market value$6.82M
0.23%
Sole
154.32K
Shared
0.00
None
0.00
WEALTHFRONT CORP
SOLEShares654.34K
TypeSH
Market value$6.05M
0.20%
Sole
654.34K
Shared
0.00
None
0.00
OSCAR HEALTH INC
SOLEShares365.57K
TypeSH
Market value$4.19M
0.14%
Sole
365.57K
Shared
0.00
None
0.00
ZOOMINFO TECHNOLOGIES INC
SOLEShares670K
TypeSH
Market value$4.01M
0.13%
Sole
670K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 3.73M | SH | $650.23M 21.66% | 3.73M | 0.00 | 0.00 |
COUPANG INCSOLE | CL A | 27.85M | SH | $525.86M 17.52% | 27.85M | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 712.80K | SH | $407.81M 13.58% | 712.80K | 0.00 | 0.00 |
CARVANA COSOLE | CL A | 1.25M | SH | $393.91M 13.12% | 1.25M | 0.00 | 0.00 |
GLOBAL E ONLINE LTDSOLE | SHS | 11.12M | SH | $342.92M 11.42% | 11.12M | 0.00 | 0.00 |
BLOCK INCSOLE | CL A | 2.92M | SH | $175.63M 5.85% | 2.92M | 0.00 | 0.00 |
SAILPOINT INCSOLE | COM | 8M | SH | $105.92M 3.53% | 8M | 0.00 | 0.00 |
CHIME FINL INCSOLE | COM SHS CL A | 4.31M | SH | $80.71M 2.69% | 4.31M | 0.00 | 0.00 |
KLARNA GROUP PLCSOLE | SHS | 5.80M | SH | $75.97M 2.53% | 5.80M | 0.00 | 0.00 |
NU HLDGS LTDSOLE | ORD SHS CL A | 4.95M | SH | $71.19M 2.37% | 4.95M | 0.00 | 0.00 |
SERVICETITAN INCSOLE | SHS CL A | 1M | SH | $63.52M 2.12% | 1M | 0.00 | 0.00 |
CCC INTELLIGENT SOLUTIONS HLSOLE | COM | 9.20M | SH | $55.18M 1.84% | 9.20M | 0.00 | 0.00 |
DATADOG INCSOLE | CL A COM | 271.80K | SH | $32.09M 1.07% | 271.80K | 0.00 | 0.00 |
ROOT INCSOLE | CL A NEW | 154.32K | SH | $6.82M 0.23% | 154.32K | 0.00 | 0.00 |
WEALTHFRONT CORPSOLE | COM | 654.34K | SH | $6.05M 0.20% | 654.34K | 0.00 | 0.00 |
OSCAR HEALTH INCSOLE | CL A | 365.57K | SH | $4.19M 0.14% | 365.57K | 0.00 | 0.00 |
ZOOMINFO TECHNOLOGIES INCSOLE | COMMON STOCK | 670K | SH | $4.01M 0.13% | 670K | 0.00 | 0.00 |