Dragoneer Investment Group
Marc Stad
Latest 13F filed May 15, 2026 for the quarter ending Mar 31, 2026 · $3.00B across 17 positions · view on SEC EDGAR
Recent SEC filings · past 3 months
| Filed | Form | Subject / period | |
|---|---|---|---|
| May 15, 2026 | 13F-HR | Quarter ending Mar 31, 2026 | SEC |
Top holdings
| # | Holding | Value | % of book | Shares |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | $650.2M | 21.7% | 3,728,387 |
| 2 | COUPANG INC | $525.9M | 17.5% | 27,852,856 |
| 3 | META PLATFORMS INC | $407.8M | 13.6% | 712,800 |
| 4 | CARVANA CO | $393.9M | 13.1% | 1,252,960 |
| 5 | GLOBAL E ONLINE LTD | $342.9M | 11.4% | 11,115,629 |
| 6 | BLOCK INC | $175.6M | 5.9% | 2,918,392 |
| 7 | SAILPOINT INC | $105.9M | 3.5% | 8,000,000 |
| 8 | CHIME FINL INC | $80.7M | 2.7% | 4,308,999 |
| 9 | KLARNA GROUP PLC | $76.0M | 2.5% | 5,803,764 |
| 10 | NU HLDGS LTD | $71.2M | 2.4% | 4,954,299 |
| 11 | SERVICETITAN INC | $63.5M | 2.1% | 1,000,885 |
| 12 | CCC INTELLIGENT SOLUTIONS HL | $55.2M | 1.8% | 9,196,301 |
| 13 | DATADOG INC | $32.1M | 1.1% | 271,800 |
| 14 | ROOT INC | $6.8M | 0.2% | 154,320 |
| 15 | WEALTHFRONT CORP | $6.1M | 0.2% | 654,338 |
| 16 | OSCAR HEALTH INC | $4.2M | 0.1% | 365,573 |
| 17 | ZOOMINFO TECHNOLOGIES INC | $4.0M | 0.1% | 670,000 |
Showing top 17 of 17 reported positions. Put/Call tags mark options positions.
Latest-quarter moves · from the most recent 13F vs. the prior quarter
New buys (1)
- META PLATFORMS INC$407.8M
Added to (3)
- NVIDIA CORPORATION$650.2M
- COUPANG INC$525.9M
- CARVANA CO$393.9M
Trimmed (5)
- GLOBAL E ONLINE LTD$342.9M
- BLOCK INC$175.6M
- CHIME FINL INC$80.7M
- KLARNA GROUP PLC$76.0M
- OSCAR HEALTH INC$4.2M
Exited (11)
- DAYFORCE INC$328.5M
- MERCADOLIBRE INC$322.7M
- PDD HOLDINGS INC$208.1M
- DUOLINGO INC$203.6M
- EXPAND ENERGY CORPORATION$145.6M
- COMSTOCK RES INC$99.6M
- JAMF HLDG CORP$56.3M
- NAVAN INC$35.8M
- MEDLINE INC$22.1M
- FIGMA INC$16.1M
- GEMINI SPACE STA INC$8.0M
Data from SEC EDGAR filings. 13Fs are quarterly and lag by up to 45 days, cover only US-listed long positions and certain options, and exclude shorts and non-US holdings. Not investment advice.