Dragoneer Investment Group, LLC is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q4 2025, the fund manages $4.6B in reported equity holdings across 27 positions. The largest holdings are CPNG (11.1%), NVDA (10.8%), GLBE (9.7%), CVNA (9.0%), CQL.DU (7.2%). The portfolio is concentrated in Other (83.7%), Technology (9.3%), Communication Services (7.1%). Data sourced from SEC EDGAR 13F filings (CIK 1602189).

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