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Dragoneer Investment Group

CIK: 0001602189 · Filing period: 2025-12-31
Innovation Edge

A quiet San Francisco firm that backs proven, fast-growing digital businesses both public and private.

1.2×
Trust Weight
27
Positions
0
In our model
5
New
4
Increasing
5
Decreasing
13
Unchanged
Recent Moves
What Dragoneer Investment Group opened, added to, or trimmed in their latest 13F — 9 position changes
Top 10 positions (% of portfolio)
Sector breakdown
All Holdings
27 positions, sorted by portfolio weight
← swipe to see all columns
# Company Ticker Sector % of Portfolio Activity Change
1 COUPANG INC CPNG Other 11.1% ▲ Increasing +47%
2 NVIDIA CORPORATION NVDA Technology 10.8% ▲ Increasing +27%
3 GLOBAL E ONLINE LTD — Other 9.7% ▼ Decreasing -4%
4 CARVANA CO CVNA Other 9.0% ▲ Increasing +44%
5 DAYFORCE INC — Other 7.2% — Unchanged —
6 BLOCK INC SQ Other 7.1% ▼ Decreasing -24%
7 MERCADOLIBRE INC MELI Other 7.0% ▲ Increasing +55%
8 KLARNA GROUP PLC — Other 5.2% — Unchanged —
9 CHIME FINL INC — Other 4.7% — Unchanged —
10 PDD HOLDINGS INC — Other 4.5% — Unchanged —
11 DUOLINGO INC DUOL Other 4.4% ▼ Decreasing -27%
12 SAILPOINT INC — Other 3.5% — Unchanged —
13 EXPAND ENERGY CORPORATION — Other 3.2% ● New NEW
14 SERVICETITAN INC — Other 2.3% — Unchanged —
15 COMSTOCK RES INC — Other 2.2% ● New NEW
16 NU HLDGS LTD NU Other 1.8% — Unchanged —
17 CCC INTELLIGENT SOLUTIONS HL — Other 1.6% — Unchanged —
18 JAMF HLDG CORP — Other 1.2% — Unchanged —
19 DATADOG INC DDOG Other 0.8% — Unchanged —
20 NAVAN INC — Other 0.8% ● New NEW
21 MEDLINE INC — Other 0.5% ● New NEW
22 FIGMA INC — Other 0.3% — Unchanged —
23 ROOT INC — Other 0.2% — Unchanged —
24 OSCAR HEALTH INC — Other 0.2% ▼ Decreasing -51%
25 WEALTHFRONT CORP — Other 0.2% ● New NEW
26 GEMINI SPACE STA INC — Other 0.2% ▼ Decreasing -50%
27 ZOOMINFO TECHNOLOGIES INC — Other 0.1% — Unchanged —
#1 COUPANG INC 11.1%
CPNG · Other ▲ Increasing +47%
#2 NVIDIA CORPORATION 10.8%
NVDA · Technology ▲ Increasing +27%
#3 GLOBAL E ONLINE LTD 9.7%
Other ▼ Decreasing -4%
#4 CARVANA CO 9.0%
CVNA · Other ▲ Increasing +44%
#5 DAYFORCE INC 7.2%
Other — Unchanged
#6 BLOCK INC 7.1%
SQ · Other ▼ Decreasing -24%
#7 MERCADOLIBRE INC 7.0%
MELI · Other ▲ Increasing +55%
#8 KLARNA GROUP PLC 5.2%
Other — Unchanged
#9 CHIME FINL INC 4.7%
Other — Unchanged
#10 PDD HOLDINGS INC 4.5%
Other — Unchanged
#11 DUOLINGO INC 4.4%
DUOL · Other ▼ Decreasing -27%
#12 SAILPOINT INC 3.5%
Other — Unchanged
#13 EXPAND ENERGY CORPORATION 3.2%
Other ● New
#14 SERVICETITAN INC 2.3%
Other — Unchanged
#15 COMSTOCK RES INC 2.2%
Other ● New
#16 NU HLDGS LTD 1.8%
NU · Other — Unchanged
#17 CCC INTELLIGENT SOLUTIONS HL 1.6%
Other — Unchanged
#18 JAMF HLDG CORP 1.2%
Other — Unchanged
#19 DATADOG INC 0.8%
DDOG · Other — Unchanged
#20 NAVAN INC 0.8%
Other ● New
#21 MEDLINE INC 0.5%
Other ● New
#22 FIGMA INC 0.3%
Other — Unchanged
#23 ROOT INC 0.2%
Other — Unchanged
#24 OSCAR HEALTH INC 0.2%
Other ▼ Decreasing -51%
#25 WEALTHFRONT CORP 0.2%
Other ● New
#26 GEMINI SPACE STA INC 0.2%
Other ▼ Decreasing -50%
#27 ZOOMINFO TECHNOLOGIES INC 0.1%
Other — Unchanged
⚠ Disclaimer: Holdings data from SEC EDGAR 13F filings for Dragoneer Investment Group, delayed up to 135 days after quarter-end. This is not investment advice. The investor may have already changed these positions.

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