Dragoneer Investment Group, LLC — Quarter-over-Quarter 13F Allocation Shifts Q1 2026
In Q1 2026, Dragoneer Investment Group, LLC initiated 1 new position, increased allocation to 3 existing positions, trimmed 5 positions, and exited 11 positions entirely. The fund's 13F equity book declined from $4.59B to $3.00B (-34.5% QoQ) . All deltas are sourced from sequential SEC Form 13F-HR filings; share-count changes reflect explicit trading activity, while weight changes can also include price movement. This page lists every position change reported — the portfolio overview shows a summary of the top shifts.
Net Portfolio Value Change
- $4.59BPrior quarter
- $3.00BCurrent quarter
- $-1.58BNet delta
- -34.5%% change
New Position Initiations Q1 2026
Securities disclosed for the first time in Q1 2026 that were not present in the prior 13F-HR filing.
| Company | Ticker | Initial Allocation Weight | History |
|---|---|---|---|
| META PLATFORMS INC | META | 13.58% | History → |
Largest Allocation Increases Q1 2026
Largest portfolio-weight increases in existing positions. Share-count delta is shown separately so price-only re-weighting can be distinguished from active adds.
| Company | Ticker | Δ Weight | Δ Shares | History |
|---|---|---|---|---|
| NVIDIA CORPORATION | NVDA | +10.89% | +40.78% | History → |
| COUPANG INC | CPNG | +6.42% | +29.09% | History → |
| CARVANA CO | CVNA | +4.11% | +27.92% | History → |
Largest Allocation Reductions Q1 2026
Largest portfolio-weight decreases in existing positions (positions kept open at a lower allocation).
| Company | Ticker | Δ Weight | Δ Shares | History |
|---|---|---|---|---|
| CHIME FINANCIAL, INC. | CHYM | -2.00% | -49.60% | History → |
| OSCAR HEALTH INC | OSCR | -0.07% | -44.39% | Holders → |
| BLOCK INC | XYZ | -1.22% | -41.38% | History → |
| KLARNA GROUP PLC | KLAR | -2.69% | -29.94% | History → |
| GLOBAL E ONLINE LTD | GLBE | 1.68% | -2.19% | History → |
Exited Positions Q1 2026
Positions present in the prior 13F-HR filing that no longer appear in Q1 2026.
| Company | Ticker | Last-Reported Portfolio Weight |
|---|---|---|
| DAYFORCE ORD | SYN_15677J108 | 7.16% |
| MERCADOLIBRE INC | MELI | 7.04% |
| PDD HOLDINGS INC | PDD | 4.54% |
| DUOLINGO INC | DUOL | 4.44% |
| EXPAND ENERGY CORP | EXE | 3.18% |
| COMSTOCK RESOURCES INC | CRK | 2.17% |
| JAMF HLDG CORP | SYN_47074L105 | 1.23% |
| NAVAN INC | NAVN | 0.78% |
| MEDLINE INC | MDLN | 0.48% |
| FIGMA INC | FIG | 0.35% |
| GEMINI SPACE STA INC | GEMI | 0.18% |
Methodology & FAQ
How Dragoneer Investment Group, LLC Quarterly Changes Are Computed
Each row above is computed by joining the most recent 13F-HR filing for Dragoneer Investment Group, LLC against the immediately preceding quarterly filing for the same fund. Portfolio weights are normalized to exclude listed options for comparability. A complete description of the methodology — including how confidential treatment filings are handled and why share count rather than weight is the cleaner trading signal — is documented in the Methodology.
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, 13.58%).
Which existing positions saw the largest allocation increases for Dragoneer Investment Group, LLC in Q1 2026?
The largest portfolio-weight increases in existing positions were: NVIDIA CORPORATION (NVDA, +10.89% weight, +40.78% shares), COUPANG INC (CPNG, +6.42% weight, +29.09% shares), CARVANA CO (CVNA, +4.11% weight, +27.92% 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 (SYN_15677J108, last-reported weight 7.16%), MERCADOLIBRE INC (MELI, last-reported weight 7.04%), PDD HOLDINGS INC (PDD, last-reported weight 4.54%), DUOLINGO INC (DUOL, last-reported weight 4.44%), EXPAND ENERGY CORP (EXE, last-reported weight 3.18%), COMSTOCK RESOURCES INC (CRK, last-reported weight 2.17%), JAMF HLDG CORP (SYN_47074L105, last-reported weight 1.23%), NAVAN INC (NAVN, last-reported weight 0.78%), MEDLINE INC (MDLN, last-reported weight 0.48%), FIGMA INC (FIG, last-reported weight 0.35%), GEMINI SPACE STA INC (GEMI, last-reported weight 0.18%).
Which existing positions saw the largest allocation reductions for Dragoneer Investment Group, LLC in Q1 2026?
The largest portfolio-weight reductions in positions kept open were: CHIME FINANCIAL, INC. (CHYM, -2.00% weight, -49.60% shares), OSCAR HEALTH INC (OSCR, -0.07% weight, -44.39% shares), BLOCK INC (XYZ, -1.22% weight, -41.38% shares), KLARNA GROUP PLC (KLAR, -2.69% weight, -29.94% shares), GLOBAL E ONLINE LTD (GLBE, 1.68% weight, -2.19% 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.