Holdings of Dragoneer Investment Group, LLC
14 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 99.2 % of the equity sleeve
Sector breakdown
- Technology 27.2 %
- Communication 16.2 %
- Consumer discretionary 15.7 %
- Financials 7.0 %
- Unattributed 33.9 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 100.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 14 | 2.5B $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | NVIDIA Corp | 3,728,387 | 650.2M $ | |
| 2 | Coupang Inc | 27,852,856 | 525.9M $ | |
| 3 | Meta Platforms Inc | 712,800 | 407.8M $ | |
| 4 | Carvana Co | 1,252,960 | 393.9M $ | |
| 5 | Block Inc | 2,918,392 | 175.6M $ | |
| 6 | SailPoint Inc | 8,000,000 | 105.9M $ | |
| 7 | Chime Financial Inc | 4,308,999 | 80.7M $ | |
| 8 | ServiceTitan Inc | 1,000,885 | 63.5M $ | |
| 9 | CCC Intelligent Solutions Holdings Inc | 9,196,301 | 55.2M $ | |
| 10 | Datadog Inc | 271,800 | 32.1M $ | |
| 11 | Root Inc/OH | 154,320 | 6.8M $ | |
| 12 | Wealthfront Corp | 654,338 | 6.1M $ | |
| 13 | Oscar Health Inc | 365,573 | 4.2M $ | |
| 14 | ZoomInfo Technologies Inc | 670,000 | 4M $ |