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The Analysis of Dragoneer Investment Group, LLC's Holdings & P&L

Currently, Dragoneer Investment Group, LLC holds 17 types of securities in its portfolio with a total value $3.0B. In the most recent quarter, they have increased their positions in META (+712.8K shares, valued at $407.8M), NVDA (+1.1M shares, valued at $188.4M), CPNG (+6.3M shares, valued at $118.5M); decreased their positions in XYZ (-2.1M shares, valued at $124.0M), CHYM (-4.2M shares, valued at $79.4M), KLAR (-2.5M shares, valued at $32.5M); initiated new positions in META (+712.8K shares, valued at $407.8M).

1M P&L

-1.7B-33.70%

3M P&L

-1.4B-29.47%

HY P&L

-2.0B-36.73%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Internet Retail1.5B

33.0%

2Software - Application1.0B

23.1%

3Software - Infrastructure725.3M

16.1%

Top Industries by Stock Count

1Software - Application9 stocks

39.1%

2Internet Retail4 stocks

17.4%

3Software - Infrastructure3 stocks

13.0%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION3.7M shares40.78%2026-03-312026-05-15

CPNG COUPANG INC27.9M shares29.09%2026-03-312026-05-15

META META PLATFORMS INC712.8K sharesnew addition2026-03-312026-05-15

CVNA CARVANA CO1.3M shares27.92%2026-03-312026-05-15

GLBE GLOBAL E ONLINE LTD11.1M shares-2.19%2026-03-312026-05-15

XYZ BLOCK INC2.9M shares-41.38%2026-03-312026-05-15

SAIL SAILPOINT INC8.0M shares0.00%2026-03-312026-05-15

CHYM CHIME FINL INC4.3M shares-49.60%2026-03-312026-05-15

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KLAR KLARNA GROUP PLC5.8M shares-29.94%2026-03-312026-05-15

NU NU HLDGS LTD5.0M shares0.00%2026-03-312026-05-15

TTAN SERVICETITAN INC1.0M shares0.00%2026-03-312026-05-15

CCC CCC INTELLIGENT SOLUTIONS HL9.2M shares0.00%2026-03-312026-05-15

DDOG DATADOG INC271.8K shares0.00%2026-03-312026-05-15

ROOT INC ROOT INC154.3K shares0.00%2026-03-312026-05-15

WEALTHFRONT CORP WEALTHFRONT CORP654.3K shares0.00%2026-03-312026-05-15

OSCR OSCAR HEALTH INC365.6K shares-44.39%2026-03-312026-05-15

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GTM ZOOMINFO TECHNOLOGIES INC670.0K shares0.00%2026-03-312026-05-15

NVDA

NVIDIA CORPORATION

40.78%

Shares3.7M

Event2026-03-31

Filed2026-05-15

CPNG

COUPANG INC

29.09%

Shares27.9M

Event2026-03-31

Filed2026-05-15