How many stocks does Dragoneer Investment Group, LLC own?

As of Q1 2026, Dragoneer Investment Group, LLC holds 17 positions in their 13F portfolio.

What is Dragoneer Investment Group, LLC's largest holding?

NVDA at 21.7% of portfolio, worth $650.2M.

What is Dragoneer Investment Group, LLC's total portfolio value?

$3B as of Q1 2026, tracked across 17 holdings.

Is Dragoneer Investment Group, LLC a hedge fund?

Dragoneer Investment Group, LLC is an institutional investment manager required to file SEC 13F reports. This includes hedge funds, mutual funds, pension funds, and other institutions managing over $100M.

How often does Dragoneer Investment Group, LLC report?

13F filings are due quarterly, approximately 45 days after each quarter end.

How has Dragoneer Investment Group, LLC's portfolio changed in Q1 2026?

View Dragoneer Investment Group, LLC's latest portfolio changes, new positions, and exits for Q1 2026 on HoldingsIntel.

What is Dragoneer Investment Group, LLC's investment strategy?

Dragoneer Investment Group, LLC is classified as a Concentrated Value fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

HoldingsIntel

Dragoneer Investment Group, LL Holdings Q1 2026 - Portfolio & Conviction Scores | HoldingsIntel

Dragoneer Investment Group, LLC

Institutional investor · Portfolio as of Q1 2026

SEC EDGAR SourceSEC Filings

$3B

AUM

Positions

Q1 2026

Filing

Rating · 1.0

Quarterly Portfolio Change

Activity profile

$ moved · Q1'26

New16%Increased7%Decreased21%Exited56%

Composition

Equity vs derivatives

Equity100%Puts0%Calls0%

Holding period

Avg 3.3 years

<1Q0%1-4Q29%1-2Y12%2Y+59%

Q1 2026 Summary

Active quarter - 1 new positions, 11 exits, 3 increased. Top move: META (NEW, conviction 99). Portfolio: $3.0B across 17 positions.

Portfolio Allocation

Top holdings by portfolio weight

NVDA21.66%

CPNG17.52%

META13.58%

CVNA13.12%

GLBE11.42%

XYZ5.85%

SAIL3.53%

CHYM2.69%

KLAR2.53%

NU2.37%

Other2.12%

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

OSCR21Q held

OSCAR HEALTH INC

Avg $9.59 · $5M est. P&L

Est. P&L

+143.25%

DDOG27Q held

DATADOG INC

Avg $122.85 · $23.8M est. P&L

Est. P&L

+71.36%

NVDA4Q held

NVIDIA CORPORATION

Avg $168.75 · $229M est. P&L

Est. P&L

+36.39%

Top Losers

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View plans

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings17 positions

Export CSV(Pro)

Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
NVDA NVIDIA CORPORATION	3.7M	$650.2M	21.7%	—	$168.75	+36.39%	4 qtrssince 2025-Q2	Increased 85
CPNG COUPANG INC	27.9M	$525.9M	17.5%	—	$20.28	-20.51%	11 qtrssince 2023-Q3	Increased 79
META META PLATFORMS INC	712,800	$407.8M	13.6%	—	$655.08	-5.54%	1 qtr	New 99
CVNA CARVANA CO	1.3M	$393.9M	13.1%	—	$385.43	-82.57%	3 qtrssince 2025-Q3	Increased 78
GLBE GLOBAL E ONLINE LTD	11.1M	$342.9M	11.4%	—	$31.78	-12.24%	20 qtrssince 2021-Q2	Decreased 0
XYZ BLOCK INC	2.9M	$175.6M	5.9%	—	$61.77	+13.90%	13 qtrssince 2023-Q1	Decreased 0
SAIL SAILPOINT INC	8M	$105.9M	3.5%	—	$19.54	-30.09%	5 qtrssince 2025-Q1	Unchanged 0
CHYM CHIME FINL INC	4.3M	$80.7M	2.7%	—	$33.06	-46.49%	4 qtrssince 2025-Q2	Decreased 0
KLAR KLARNA GROUP PLC	5.8M	$76M	2.5%	—	$38.44	-60.54%	3 qtrssince 2025-Q3	Decreased 0
NU NU HLDGS LTD	5M	$71.2M	2.4%	—	$9.40	+29.68%	18 qtrssince 2021-Q4	Unchanged 0
Showing 10 of 17 results.7 more with Pro.PROUpgrade to see all →