The Analysis of Dragoneer Investment Group, LLC's Holdings

Currently, Dragoneer Investment Group, LLC holds 27 types of securities in its portfolio with a total value $4.6B. In the most recent quarter, they have increased their positions in CPNG (+6.9M shares, valued at $163.0M), EXE (+1.3M shares, valued at $145.6M), CVNA (+300.5K shares, valued at $126.8M); decreased their positions in XYZ (-1.6M shares, valued at $102.3M), DUOL (-420.9K shares, valued at $73.9M), GLBE (-522.0K shares, valued at $20.5M); initiated new positions in EXE (+1.3M shares, valued at $145.6M), CRK (+4.3M shares, valued at $99.6M), N/A (+2.1M shares, valued at $35.8M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

CPNG COUPANG INC21.6M shares47.12%2025-12-312026-02-17

NVDA NVIDIA CORPORATION2.6M shares27.43%2025-12-312026-02-17

GLBE GLOBAL E ONLINE LTD11.4M shares-4.39%2025-12-312026-02-17

CVNA CARVANA CO979.5K shares44.27%2025-12-312026-02-17

DAY DAYFORCE INC4.7M shares0.00%2025-12-312026-02-17

XYZ BLOCK INC5.0M shares-23.99%2025-12-312026-02-17

MELI MERCADOLIBRE INC160.2K shares54.96%2025-12-312026-02-17

KLAR KLARNA GROUP PLC8.3M shares0.00%2025-12-312026-02-17