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Gurus
Growth
DRAGONEER INVESTMENT GROUP, LLC (Data extracted from 13F, 13D, 13G and Form 4)

DRAGONEER INVESTMENT GROUP, LLC

AUM: $22.66 B

13-F Portfolio Value: $3.00 B

Last 13-F Filed: Q1 2026

Concentration in top 10: 94.27%

Stock	Company	% Portfolio	Shares Held	Market Value	Change in Shares	% Change	Quarter End Price	Source
NVDA	NVIDIA CORPORATION	21.66%	3,728,387	$650,230,693	1,080,000	40.78%	$174.4	13F
CPNG	COUPANG INC	17.52%	27,852,856	$525,861,921	6,276,300	29.09%	$18.88	13F
CVNA	CARVANA CO	13.12%	1,252,960	$393,905,565	273,500	27.92%	$314.38	13F