Dragoneer Investment Group, LLC 13F: Quarter-over-Quarter Portfolio Changes
Dragoneer Investment Group, LLC reported a disclosed portfolio value of approximately $3.0 billion in its latest SEC Form 13F-HR filing for Q1 2026, down 34.5% quarter on quarter. Over the quarter, the fund initiated 1 new position, bought more shares in 3 holdings, trimmed 5 holdings, and exited 11 positions.
Dragoneer Investment Group, LLC's top buy was a new stake in Meta Platforms INC (META) , equal to 13.6% of the disclosed portfolio. Its top sell was Dayforce Ord (DAY) . The fund exited the position completely after it had accounted for 7.2% of the previous portfolio.
New PositionsQ1 2026
Securities disclosed for the first time in Q1 2026 that were not present in the prior 13F-HR filing.
| Company | Ticker | Initial Portfolio Weight | History |
|---|---|---|---|
| META PLATFORMS INC | META | 13.6% | History → |
Top BuysQ1 2026
The fund's top buys among existing positions in Q1 2026. Ranked by portfolio-weight impact, with the percentage of additional shares shown separately.
| Company | Ticker | Portfolio Weight Change | More Shares | History |
|---|---|---|---|---|
| NVIDIA CORPORATION COM | NVDA | +10.9% | +40.8% | History → |
| COUPANG INC | CPNG | +6.4% | +29.1% | History → |
| CARVANA CO | CVNA | +4.1% | +27.9% | History → |
Top SellsQ1 2026
The fund's top sells among positions it retained in Q1 2026. Ranked by portfolio-weight impact. Full exits are listed separately.
| Company | Ticker | Portfolio Weight Change | Shares Sold | History |
|---|---|---|---|---|
| CHIME FINL INC | CHYM | -2.0% | 49.6% | History → |
| OSCAR HEALTH INC | OSCR | -0.1% | 44.4% | Holders → |
| BLOCK INC | XYZ | -1.2% | 41.4% | History → |
| KLARNA GROUP PLC | KLAR | -2.7% | 29.9% | History → |
| GLOBAL E ONLINE LTD | GLBE | 1.7% | 2.2% | History → |
Full ExitsQ1 2026
Positions present in the prior 13F-HR filing that no longer appear in Q1 2026.
| Company | Ticker | Last-Reported Portfolio Weight |
|---|---|---|
| DAYFORCE ORD | DAY | 7.2% |
| MERCADOLIBRE INC | MELI | 7.0% |
| PDD HOLDINGS INC | PDD | 4.5% |
| DUOLINGO INC | DUOL | 4.4% |
| EXPAND ENERGY CORPORATION | EXE | 3.2% |
| COMSTOCK RES INC | CRK | 2.2% |
| JAMF HLDG CORP | JAMF | 1.2% |
| NAVAN INC | NAVN | 0.8% |
| MEDLINE INC | MDLN | 0.5% |
| FIGMA INC | FIG | 0.4% |
| GEMINI SPACE STA INC | GEMI | 0.2% |
Net Portfolio Value ChangeQ1 2026
- $4.6BPrior quarter
- $3.0BCurrent quarter
- $-1.6BNet delta
- -34.5%% change
Methodology & FAQ
How Dragoneer Investment Group, LLC Quarterly Changes Are Computed
All deltas are sourced from sequential SEC Form 13F-HR filings for Dragoneer Investment Group, LLC: each row joins the most recent filing against the immediately preceding quarterly filing for the same fund. Share-count changes reflect reported trading activity, while portfolio weights can also move because of market price changes. Portfolio weights are normalized to exclude listed options for comparability. A complete description — including how confidential treatment filings are handled — is documented in the Methodology.
What stocks did Dragoneer Investment Group, LLC buy in Q1 2026?
In Q1 2026, Dragoneer Investment Group, LLC initiated 1 new position (META PLATFORMS INC (META)); bought more shares of NVIDIA CORPORATION COM (NVDA), COUPANG INC (CPNG), CARVANA CO (CVNA).
What stocks did Dragoneer Investment Group, LLC sell in Q1 2026?
In Q1 2026, Dragoneer Investment Group, LLC fully sold 11 positions (DAYFORCE ORD (DAY), MERCADOLIBRE INC (MELI), PDD HOLDINGS INC (PDD), DUOLINGO INC (DUOL), EXPAND ENERGY CORPORATION (EXE), COMSTOCK RES INC (CRK), JAMF HLDG CORP (JAMF), NAVAN INC (NAVN), MEDLINE INC (MDLN), FIGMA INC (FIG), GEMINI SPACE STA INC (GEMI)); reduced holdings in CHIME FINL INC (CHYM), OSCAR HEALTH INC (OSCR), BLOCK INC (XYZ), KLARNA GROUP PLC (KLAR), GLOBAL E ONLINE LTD (GLBE).
Which positions did Dragoneer Investment Group, LLC initiate in Q1 2026?
Dragoneer Investment Group, LLC established 1 new position in Q1 2026: META PLATFORMS INC (META, 13.6%).
Which existing positions saw the largest allocation increases for Dragoneer Investment Group, LLC in Q1 2026?
Of 3 existing positions with share-count increases in Q1 2026, the largest were: NVIDIA CORPORATION COM (NVDA, +10.9% weight, +40.8% shares), COUPANG INC (CPNG, +6.4% weight, +29.1% shares), CARVANA CO (CVNA, +4.1% weight, +27.9% shares).
Which positions did Dragoneer Investment Group, LLC fully exit in Q1 2026?
Dragoneer Investment Group, LLC fully exited 11 positions in Q1 2026: DAYFORCE ORD (DAY, last-reported weight 7.2%), MERCADOLIBRE INC (MELI, last-reported weight 7.0%), PDD HOLDINGS INC (PDD, last-reported weight 4.5%), DUOLINGO INC (DUOL, last-reported weight 4.4%), EXPAND ENERGY CORPORATION (EXE, last-reported weight 3.2%), COMSTOCK RES INC (CRK, last-reported weight 2.2%), JAMF HLDG CORP (JAMF, last-reported weight 1.2%), NAVAN INC (NAVN, last-reported weight 0.8%), MEDLINE INC (MDLN, last-reported weight 0.5%), FIGMA INC (FIG, last-reported weight 0.4%), GEMINI SPACE STA INC (GEMI, last-reported weight 0.2%).
Which existing positions saw the largest allocation reductions for Dragoneer Investment Group, LLC in Q1 2026?
Of 5 existing positions with share-count reductions in Q1 2026, the largest were: CHIME FINL INC (CHYM, -2.0% weight, -49.6% shares), OSCAR HEALTH INC (OSCR, -0.1% weight, -44.4% shares), BLOCK INC (XYZ, -1.2% weight, -41.4% shares), KLARNA GROUP PLC (KLAR, -2.7% weight, -29.9% shares), GLOBAL E ONLINE LTD (GLBE, 1.7% weight, -2.2% shares).
Do quarter-over-quarter 13F allocation changes constitute explicit trading signals?
No. Quarter-over-quarter changes reflect a combination of active trading and market price movement. A weight increase can result from price appreciation alone, without the manager adding shares. Share-count delta is the cleaner indicator of explicit trading activity. All deltas on this page are sourced from sequential SEC Form 13F-HR filings.