Dragoneer Investment Group, LLC: NVIDIA CORPORATION COM (NVDA): Quarterly 13F Position History
As of Q1 2026, Dragoneer Investment Group, LLC reported 3,728,387 shares of NVIDIA CORPORATION COM (NVDA), worth $650.2M and representing 21.7% of its 13F equity book. Quarter-over-quarter share count change: + 1,080,000 (+40.8%) . The position first appeared in Q2 2025 and has been disclosed across 4 13F-HR filings in Pactolio's tracked window.
- 3,728,387Shares Held (Latest Filing)
- $650.2MReported Market Value (Latest Filing)
- 21.7%Portfolio Weight (% of 13F Equity Book)
- +1,080,000Quarter-over-Quarter Share Change
- +$156.3MQuarter-over-Quarter Value Change
- 3,728,387Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 4 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 3,728,387 | +1,080,000 | +40.8% | $650.2M | 21.7% | $174.4 |
| Q4 2025 | 2,648,387 | +570,000 | +27.4% | $493.9M | 10.8% | $186.5 |
| Q3 2025 | 2,078,387 | 1,108,613 | -34.8% | $387.8M | 8.6% | $186.6 |
| Q2 2025 | 3,187,000 | — | — | $503.5M | 10.3% | $158.0 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Dragoneer Investment Group, LLC first disclose a NVDA position in 13F-HR filings?
Dragoneer Investment Group, LLC first reported NVIDIA CORPORATION COM (NVDA) on its 13F-HR filing for the period ending 2025-06-30 (Q2 2025). The position has appeared on 4 reported quarters within Pactolio's tracked window.
What was Dragoneer Investment Group, LLC's most recent quarter-over-quarter share-count change in NVDA?
Between Q4 2025 and Q1 2026, Dragoneer Investment Group, LLC added 1,080,000 shares of NVDA (+40.8%), bringing the total reported position to 3,728,387 shares at a market value of $650.2M.
Does the implied price-per-share represent Dragoneer Investment Group, LLC's cost basis in NVDA?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.