Dragoneer Investment Group, LLC Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$4.6B
Holdings
27
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (27 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CPNGCOUPANG INC | 21,576,556 | $509.0M | 11.10% | |
| 2 | NVDANVIDIA CORPORATION | 2,648,387 | $493.9M | 10.77% | |
| 3 | GLBEGLOBAL E ONLINE LTD | 11,365,028 | $446.8M | 9.74% | |
| 4 | CVNACARVANA CO | 979,460 | $413.4M | 9.01% | |
| 5 | DAYDAYFORCE INC | 4,749,842 | $328.5M | 7.16% | |
| 6 | XYZBLOCK INC | 4,978,155 | $324.0M | 7.07% | |
| 7 | MLB1MERCADOLIBRE INC | 160,193 | $322.7M | 7.04% | |
| 8 | KLARKLARNA GROUP PLC | 8,283,616 | $239.5M | 5.22% | |
| 9 | CHYMCHIME FINL INC | 8,548,884 | $215.2M | 4.69% | |
| 10 | PDDPDD HOLDINGS INC | 1,835,428 | $208.1M | 4.54% | |
| 11 | DUOLDUOLINGO INC | 1,159,887 | $203.6M | 4.44% | |
| 12 | SAILSAILPOINT INC | 8,000,000 | $161.8M | 3.53% | |
| 13 | EXEEXPAND ENERGY CORPORATION | 1,319,618 | $145.6M | 3.18% | |
| 14 | TTANSERVICETITAN INC | 1,000,885 | $106.6M | 2.32% | |
| 15 | CRKCOMSTOCK RES INC | 4,298,202 | $99.6M | 2.17% | |
| 16 | NUNU HLDGS LTD | 4,954,299 | $82.9M | 1.81% | |
| 17 | CCCCCC INTELLIGENT SOLUTIONS HL | 9,196,301 | $73.1M | 1.59% | |
| 18 | JAMFJAMF HLDG CORP | 4,328,286 | $56.3M | 1.23% | |
| 19 | DDOGDATADOG INC | 271,800 | $37.0M | 0.81% | |
| 20 | NAVNNAVAN INC | 2,095,507 | $35.8M | 0.78% | |
| 21 | MDLNMEDLINE INC | 525,000 | $22.1M | 0.48% | |
| 22 | FIGFIGMA INC | 431,165 | $16.1M | 0.35% | |
| 23 | ROOTROOT INC | 154,320 | $11.1M | 0.24% | |
| 24 | OSCROSCAR HEALTH INC | 657,435 | $9.4M | 0.21% | |
| 25 | WLTHWEALTHFRONT CORP | 654,338 | $8.9M | 0.19% | |
| 26 | GEMIGEMINI SPACE STA INC | 810,000 | $8.0M | 0.18% | |
| 27 | GTMZOOMINFO TECHNOLOGIES INC | 670,000 | $6.8M | 0.15% |