Dragoneer Investment Group, LLC
CIK: 0001602189SEC EDGAR →
Portfolio Value
$4.6B
Holdings
27
As of
Q4 2025
New Positions
9
Closed Positions
3
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | COUPANG INC | 21,576,556 | $509.0M | 11.10% |
| 2 | NVIDIA CORPORATION | 2,648,387 | $493.9M | 10.77% |
| 3 | GLOBAL E ONLINE LTD | 11,365,028 | $446.8M | 9.74% |
| 4 | CARVANA CO | 979,460 | $413.4M | 9.01% |
| 5 | DAYFORCE INC | 4,749,842 | $328.5M | 7.16% |
| 6 | BLOCK INC | 4,978,155 | $324.0M | 7.07% |
| 7 | MERCADOLIBRE INC | 160,193 | $322.7M | 7.04% |
| 8 | KLARNA GROUP PLC | 8,283,616 | $239.5M | 5.22% |
| 9 | CHIME FINL INC | 8,548,884 | $215.2M | 4.69% |
| 10 | PDD HOLDINGS INC | 1,835,428 | $208.1M | 4.54% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 12 | $1.7B | 37.2% |
| Consumer Cyclical | 4 | $1.6B | 34.4% |
| Unknown | 3 | $707.5M | 15.4% |
| Financial Services | 4 | $317.3M | 6.9% |
| Energy | 2 | $245.3M | 5.3% |
| Healthcare | 2 | $31.5M | 0.7% |