DR
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
2
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 — 7 position changes
—
SPACE EXPLORATION TECHN CORP
● New
48.2% of port.
AMD
ADVANCED MICRO DEVICES INC
● New
19.4% of port.
AMZN
AMAZON COM INC
● New
10.7% of port.
—
INNIO NV
● New
4.0% of port.
—
KLARNA GROUP PLC
▼ Trimmed -16%
3.5% of port.
—
CEREBRAS SYSTEMS INC
● New
3.1% of port.
—
GLOBAL E ONLINE LTD
▼ Trimmed -91%
1.2% of port.
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 | DAY | Other | 7.2% | — Unchanged | — |
| 6 | BLOCK INC | SQ | Other | 7.1% | ▼ Decreasing | -24% |
| 7 | MERCADOLIBRE INC | MLB1 | Other | 7.0% | ▲ Increasing | +55% |
| 8 | KLARNA GROUP PLC | — | Other | 5.2% | — Unchanged | — |
| 9 | CHIME FINL INC | CHYM | Other | 4.7% | — Unchanged | — |
| 10 | PDD HOLDINGS INC | PDD | Other | 4.5% | — Unchanged | — |
| 11 | DUOLINGO INC | DUOL | Other | 4.4% | ▼ Decreasing | -27% |
| 12 | SAILPOINT INC | SAIL | Other | 3.5% | — Unchanged | — |
| 13 | EXPAND ENERGY CORPORATION | EXE | Other | 3.2% | ● New | NEW |
| 14 | SERVICETITAN INC | TTAN | Other | 2.3% | — Unchanged | — |
| 15 | COMSTOCK RES INC | CRK | Other | 2.2% | ● New | NEW |
| 16 | NU HLDGS LTD | NU | Other | 1.8% | — Unchanged | — |
| 17 | CCC INTELLIGENT SOLUTIONS HL | CCC | Other | 1.6% | — Unchanged | — |
| 18 | JAMF HLDG CORP | JAMF | Other | 1.2% | — Unchanged | — |
| 19 | DATADOG INC | DDOG | Other | 0.8% | — Unchanged | — |
| 20 | NAVAN INC | NAVN | Other | 0.8% | ● New | NEW |
| 21 | MEDLINE INC | MDLN | Other | 0.5% | ● New | NEW |
| 22 | FIGMA INC | FIG | Other | 0.3% | — Unchanged | — |
| 23 | ROOT INC | ROOT | Other | 0.2% | — Unchanged | — |
| 24 | OSCAR HEALTH INC | OSCR | Other | 0.2% | ▼ Decreasing | -51% |
| 25 | WEALTHFRONT CORP | WLTH | Other | 0.2% | ● New | NEW |
| 26 | GEMINI SPACE STA INC | GEMI | Other | 0.2% | ▼ Decreasing | -50% |
| 27 | ZOOMINFO TECHNOLOGIES INC | GTM | Other | 0.1% | — 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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