Dragoneer Investment Group, LLC

CIK
0001602189
City
SAN FRANCISCO
State / Country
CA

Top Portfolio Positions

25 positions · $4,201,055,222 total · as of Dec 31, 2025
Ticker Company Shares Value (USD) % of Portfolio
CPNG
Coupang, Inc.
21,576,556 $508,990,956 12.12%
NVDA
Nvidia Corp
2,648,387 $493,924,175 11.76%
GLBE
Global-E Online Ltd.
Consumer Cyclical
11,365,028 $446,759,250 10.63%
CVNA
Carvana Co.
979,460 $413,351,709 9.84%
XYZ
Block, Inc.
Technology
4,978,155 $324,028,108 7.71%
MELI
Mercadolibre Inc
160,193 $322,670,352 7.68%
KLAR
Klarna Group plc
Technology
8,283,616 $239,479,338 5.70%
CHYM
Chime Financial, Inc.
Technology
8,548,884 $215,175,410 5.12%
PDD
PDD Holdings Inc.
1,835,428 $208,119,180 4.95%
DUOL
Duolingo, Inc.
1,159,887 $203,560,168 4.85%

Portfolio Trend

24 quarters · across all stocks

Holdings in DUOL

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Shares Held

Position Value (USD)

9 of 9 shown
Report Date Value (USD) Shares
2025-12-31 $203,560,168 1,159,887
2025-09-30 $508,760,488 1,580,787
2025-06-30 $152,708,258 372,441
2025-03-31 $389,995,074 1,255,861
2024-12-31 $344,954,781 1,063,920
2024-09-30 $434,014,114 1,538,948
2024-06-30 $204,768,288 981,302
2021-12-31 $13,263,750 125,000
2021-09-30 $20,795,000 125,000