Dragoneer Investment Group, LLC

Bought Meta Platforms, sold out of Dayforce. Portfolio down 35% to $3.0B.

$3.0B portfolio17 holdingstop 10 = 94%filed 2026-05-15

1NVDANvidia Corporation21.66%
$650.2M - 3.7M shares+1.1M
2CPNGCoupang Inc17.52%
$525.9M - 27.9M shares+6.3M
3METAMeta Platforms Inc13.58%
$407.8M - 713K sharesNEW
4CVNACarvana Co13.12%
$393.9M - 1.3M shares+274K
5Global E Online LTD11.42%
$342.9M - 11.1M shares-249K
6XYZBlock Inc5.85%
$175.6M - 2.9M shares-2.1M
7SAILSailpoint Inc3.53%
$105.9M - 8.0M shares-
8CHYMChime Finl Inc2.69%
$80.7M - 4.3M shares-4.2M
9Klarna Group PLC2.53%
$76.0M - 5.8M shares-2.5M
10Nu Hldgs LTD2.37%
$71.2M - 5.0M shares-
11TTANServicetitan Inc2.12%
$63.5M - 1.0M shares-
12CCCCCC Intelligent Solutions 1.84%
$55.2M - 9.2M shares-
13DDOGDatadog Inc1.07%
$32.1M - 272K shares-
14ROOTRoot Inc0.23%
$6.8M - 154K shares-
15WLTHWealthfront Corp0.20%
$6.1M - 654K shares-
16OSCROscar Health Inc0.14%
$4.2M - 366K shares-292K
17GTMZoominfo Technologies Inc0.13%
$4.0M - 670K shares-

#	Stock
1	NVDANvidia Corporation	21.66%	$650.2M	3.7M	+1.1M
2	CPNGCoupang Inc	17.52%	$525.9M	27.9M	+6.3M
3	METAMeta Platforms Inc	13.58%	$407.8M	713K	NEW
4	CVNACarvana Co	13.12%	$393.9M	1.3M	+274K
5	Global E Online LTD	11.42%	$342.9M	11.1M	-249K
6	XYZBlock Inc	5.85%	$175.6M	2.9M	-2.1M
7	SAILSailpoint Inc	3.53%	$105.9M	8.0M	-
8	CHYMChime Finl Inc	2.69%	$80.7M	4.3M	-4.2M
9	Klarna Group PLC	2.53%	$76.0M	5.8M	-2.5M
10	Nu Hldgs LTD	2.37%	$71.2M	5.0M	-
11	TTANServicetitan Inc	2.12%	$63.5M	1.0M	-
12	CCCCCC Intelligent Solutions	1.84%	$55.2M	9.2M	-
13	DDOGDatadog Inc	1.07%	$32.1M	272K	-
14	ROOTRoot Inc	0.23%	$6.8M	154K	-
15	WLTHWealthfront Corp	0.20%	$6.1M	654K	-
16	OSCROscar Health Inc	0.14%	$4.2M	366K	-292K
17	GTMZoominfo Technologies Inc	0.13%	$4.0M	670K	-

What a 13F does not show

Filed up to 45 days after the quarter ends, so this is Q1 2026, not today. US-listed shares and some options only. No short bets, cash, bonds, or foreign listings.