Dragoneer Investment Group, LLC

CIK
1602189
City
SAN FRANCISCO
State / Country
CA

Top Portfolio Positions

17 positions · $3,001,999,142 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
NVDA
Nvidia Corp
Technology
3,728,387 $650,230,692 21.66%
CPNG
Coupang, Inc.
Consumer Cyclical
27,852,856 $525,861,921 17.52%
META
Meta Platforms, Inc.
Communication Services
712,800 $407,814,264 13.58%
CVNA
Carvana Co.
Consumer Cyclical
1,252,960 $393,905,564 13.12%
GLBE
Global-E Online Ltd.
Consumer Cyclical
11,115,629 $342,917,154 11.42%
XYZ
Block, Inc.
Technology
2,918,392 $175,628,830 5.85%
SAIL
SailPoint, Inc.
Technology
8,000,000 $105,920,000 3.53%
CHYM
Chime Financial, Inc.
Technology
4,308,999 $80,707,551 2.69%
KLAR
Klarna Group plc
Technology
5,803,764 $75,971,270 2.53%
NU
Nu Holdings Ltd.
Financial Services
4,954,299 $71,193,276 2.37%

Portfolio Trend

25 quarters · across all stocks

Holdings in GLBE

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Shares Held

Position Value (USD)

20 of 20 shown
Report Date Value (USD) Shares
2026-03-31 $342,917,154 11,115,629
2025-12-31 $446,759,250 11,365,028
2025-09-30 $425,081,909 11,887,078
2025-06-30 $337,278,743 10,056,015
2025-03-31 $297,583,384 8,347,360
2024-12-31 $654,014,225 11,993,659
2024-09-30 $587,999,036 15,296,541
2024-06-30 $534,403,050 14,734,024
2024-03-31 $488,732,838 13,445,195
2023-12-31 $492,882,391 12,437,103
2023-09-30 $446,468,329 11,234,734
2023-06-30 $520,483,853 12,713,333
2023-03-31 $435,608,368 13,515,618
2022-12-31 $264,242,237 12,802,434
2022-09-30 $239,834,064 8,962,409
2022-06-30 $124,620,002 6,178,483
2022-03-31 $75,785,058 2,243,489
2021-12-31 $78,277,268 1,234,852
2021-09-30 $88,662,373 1,234,852
2021-06-30 $70,485,352 1,234,852