Dragoneer Investment Group, LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| META PLATFORMS INC(META) | 0 | 712,800 | +712,800 | 0 | 407,814,264 | 13.58% | +407,814,264 |
| NVIDIA CORPORATION(NVDA) | 2,648,387 | 3,728,387 | +1,080,000 | 493,924,176 | 650,230,693 | 21.66% | +156,306,517 |
| COUPANG INC(CPNG) | 21,576,556 | 27,852,856 | +6,276,300 | 508,990,956 | 525,861,921 | 17.52% | +16,870,965 |
| ZOOMINFO TECHNOLOGIES INC(GTM) | 670,000 | 670,000 | 0 | 6,813,900 | 4,006,600 | 0.13% | -2,807,300 |
| WEALTHFRONT CORP(WLTH) | 654,338 | 654,338 | 0 | 8,892,453 | 6,052,627 | 0.20% | -2,839,826 |
| ROOT INC(ROOT) | 154,320 | 154,320 | 0 | 11,146,534 | 6,816,314 | 0.23% | -4,330,220 |
| DATADOG INC(DDOG) | 271,800 | 271,800 | 0 | 36,962,082 | 32,085,990 | 1.07% | -4,876,092 |
| OSCAR HEALTH INC(OSCR) | 657,435 | 365,573 | -291,862 | 9,447,341 | 4,193,122 | 0.14% | -5,254,219 |
| GEMINI SPACE STA INC | 810,000 | 0 | -810,000 | 8,035,200 | 0 | — | -8,035,200 |
| NU HLDGS LTD(NU) | 4,954,299 | 4,954,299 | 0 | 82,934,965 | 71,193,277 | 2.37% | -11,741,688 |
| FIGMA INC(FIG) | 431,165 | 0 | -431,165 | 16,112,636 | 0 | — | -16,112,636 |
| CCC INTELLIGENT SOLUTIONS HL(CCC) | 9,196,301 | 9,196,301 | 0 | 73,110,593 | 55,177,806 | 1.84% | -17,932,787 |
| CARVANA CO(CVNA) | 979,460 | 1,252,960 | +273,500 | 413,351,709 | 393,905,565 | 13.12% | -19,446,144 |
| MEDLINE INC(MDLN) | 525,000 | 0 | -525,000 | 22,050,000 | 0 | — | -22,050,000 |
| NAVAN INC(NAVN) | 2,095,507 | 0 | -2,095,507 | 35,791,260 | 0 | — | -35,791,260 |
| SERVICETITAN INC(TTAN) | 1,000,885 | 1,000,885 | 0 | 106,594,253 | 63,516,162 | 2.12% | -43,078,091 |
| SAILPOINT INC(SAIL) | 8,000,000 | 8,000,000 | 0 | 161,840,000 | 105,920,000 | 3.53% | -55,920,000 |
| JAMF HLDG CORP | 4,328,286 | 0 | -4,328,286 | 56,311,001 | 0 | — | -56,311,001 |
| COMSTOCK RES INC(CRK) | 4,298,202 | 0 | -4,298,202 | 99,632,322 | 0 | — | -99,632,322 |
| GLOBAL E ONLINE LTD SHS | 11,365,028 | 11,115,629 | -249,399 | 446,759,251 | 342,917,155 | 11.42% | -103,842,096 |
| CHIME FINL INC(CHYM) | 8,548,884 | 4,308,999 | -4,239,885 | 215,175,410 | 80,707,551 | 2.69% | -134,467,859 |
| EXPAND ENERGY CORPORATION(EXE) | 1,319,618 | 0 | -1,319,618 | 145,633,042 | 0 | — | -145,633,042 |
| BLOCK INC(XYZ) | 4,978,155 | 2,918,392 | -2,059,763 | 324,028,109 | 175,628,831 | 5.85% | -148,399,278 |
| KLARNA GROUP PLC(KLAR) | 8,283,616 | 5,803,764 | -2,479,852 | 239,479,339 | 75,971,268 | 2.53% | -163,508,071 |
| DUOLINGO INC(DUOL) | 1,159,887 | 0 | -1,159,887 | 203,560,169 | 0 | — | -203,560,169 |
| PDD HOLDINGS INC(PDD) | 1,835,428 | 0 | -1,835,428 | 208,119,181 | 0 | — | -208,119,181 |
| MERCADOLIBRE INC(MELI) | 160,193 | 0 | -160,193 | 322,670,352 | 0 | — | -322,670,352 |
| DAYFORCE INC | 4,749,842 | 0 | -4,749,842 | 328,499,073 | 0 | — | -328,499,073 |