Dragoneer Investment Group, LLC
Top Portfolio Positions
17 positions ·
$3,001,999,142 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| 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
Financial Services
|
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 PDD
Shares Held
Position Value (USD)
11 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $208,119,180 | 1,835,428 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $242,588,518 | 1,835,428 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $370,036,733 | 3,535,608 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $540,157,921 | 4,564,072 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $540,437,397 | 5,572,094 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $504,761,129 | 3,744,241 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $348,440,412 | 2,620,838 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $125,607,195 | 1,080,492 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $306,878,202 | 2,097,452 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $297,683,443 | 3,035,418 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $179,607,328 | 2,597,734 | Shares | Sole | 2023-08-14 | |
| No 13F history on record for this holder in this stock. | ||||||