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

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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
DAY	DAYFORCE INC				-4,749,842	Exited		13F
EXE	EXPAND ENERGY CORPORATION				-1,319,618	Exited		13F
CRK	COMSTOCK RES INC				-4,298,202	Exited		13F
DUOL	DUOLINGO INC				-1,159,887	Exited		13F
FIG	FIGMA INC				-431,165	Exited		13F
GEMI	GEMINI SPACE STA INC				-810,000	Exited		13F
JAMF	JAMF HLDG CORP				-4,328,286	Exited		13F
MDLN	MEDLINE INC				-525,000	Exited		13F
MELI	MERCADOLIBRE INC				-160,193	Exited		13F
NAVN	NAVAN INC				-2,095,507	Exited		13F
PDD	PDD HOLDINGS INC				-1,835,428	Exited		13F