Dragoneer Investment Group, LLC
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
Holdings in DUOL
Export CSVShares Held
Position Value (USD)
9 of 9 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $203,560,168 | 1,159,887 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $508,760,488 | 1,580,787 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $152,708,258 | 372,441 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $389,995,074 | 1,255,861 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $344,954,781 | 1,063,920 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $434,014,114 | 1,538,948 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $204,768,288 | 981,302 | Shares | Sole | 2024-08-14 | |
| 2021-12-31 | $13,263,750 | 125,000 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $20,795,000 | 125,000 | Shares | Sole | 2021-11-15 | |
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