Dragoneer Investment Group, LLC

Q1 2026 13F-HR Holdings

Location
San Francisco, CA
Holdings as of
3/31/2026
Date filed
5/15/2026
Form type
13F-HR
Num holdings
17
Total value ($000)
$3,001,999
Net value change ($000)
-1,583,866 (-34.5%)
New positions
1
Sold out positions
11
Turnover %
61.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
META 407,814 NEW
NVDA 156,307 31.6%
CPNG 16,871 3.3%
Top Reduces (Value $000, Stocks/ETFs)
DAY -328,499 -100.0%
MELI -322,670 -100.0%
PDD -208,119 -100.0%
DUOL -203,560 -100.0%
KLAR -163,508 -68.3%
XYZ -148,399 -45.8%
EXE -145,633 -100.0%
CHYM -134,467 -62.5%
GLBE -103,842 -23.2%
CRK -99,632 -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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type