Dragoneer Investment Group, LLC

Q4 2025 13F-HR Holdings

Location
San Francisco, CA
Holdings as of
12/31/2025
Date filed
2/17/2026
Form type
13F-HR
Num holdings
27
Total value ($000)
$4,585,865
Net value change ($000)
+56,890 (1.3%)
New positions
5
Sold out positions
4
Turnover %
8.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/14/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
CVNA 157,236 61.4%
EXE 145,633 NEW
NVDA 106,139 27.4%
CRK 99,632 NEW
MELI 81,079 33.6%
CHYM 42,744 24.8%
CPNG 36,756 7.8%
NAVN 35,791 NEW
MDLN 22,050 NEW
GLBE 21,677 5.1%
Top Reduces (Value $000, Stocks/ETFs)
DUOL -305,200 -60.0%
XYZ -149,322 -31.5%
FLNC -65,883 -100.0%
KLAR -64,116 -21.1%
PDD -34,470 -14.2%
GEMI -30,780 -79.3%
OSCR -16,036 -62.9%
SAIL -14,800 -8.4%
CCC -10,667 -12.7%
STUB -7,166 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type