Dragoneer Investment Group, LLC filed Q1 2026 13F: NVDA leads a $3B portfolio

Filed: 2026-05-15 · Report date: 2026-03-31 · Form: 13F-HR

Source: SEC EDGAR filing

Portfolio overview

Portfolio value: $3B
Holdings: 17
Previous quarter: 2025-12-31

Top 5 holdings

NVDA — $650.2M (21.7%)
CPNG — $525.9M (17.5%)
META — $407.8M (13.6%)
CVNA — $393.9M (13.1%)
GLBE — $342.9M (11.4%)

New positions

META — $407.8M (13.6%)

Exits

DAYFORCE INC — last seen at $328.5M
MELI — last seen at $322.7M
PDD — last seen at $208.1M
DUOL — last seen at $203.6M
EXPAND ENERGY CORPORATION — last seen at $145.6M

Biggest adds

NVDA — +$156.3M (now $650.2M)
CPNG — +$16.9M (now $525.9M)

Biggest trims

KLAR — -$163.5M (now $76M)
XYZ — -$148.4M (now $175.6M)
CHIME FINL INC — -$134.5M (now $80.7M)

Methodology note

13F filings are public quarterly disclosures with up to a 45-day lag from quarter-end. Numbers here reflect the manager's disclosed long US equity positions only; they are not a real-time portfolio, do not include derivatives or short positions, and are not actual fund NAV. Not investment advice.

Full case file: https://worldsmartmoney.com/manager/dragoneer

This article: https://worldsmartmoney.com/news/dragoneer-2026-03-31-225175

English thread

Tweet 1/5 · 168 chars

Dragoneer Investment Group, LLC filed Q1 2026 13F.

Portfolio: $3B (17 holdings)
Top: NVDA $650.2M (21.7%)

https://worldsmartmoney.com/news/dragoneer-2026-03-31-225175

Tweet 2/5 · 136 chars

Top 5 holdings:

1. NVDA $650.2M (21.7%)
2. CPNG $525.9M (17.5%)
3. META $407.8M (13.6%)
4. CVNA $393.9M (13.1%)
5. GLBE $342.9M (11.4%)

Tweet 3/5 · 88 chars

Position changes from 2025-12-31:

🆕 New: META
🚪 Exited: DAYFORCE INC, MELI, PDD, DUOL

Tweet 4/5 · 123 chars

📈 Biggest adds:
  NVDA +$156.3M
  CPNG +$16.9M

📉 Biggest trims:
  KLAR -$163.5M
  XYZ -$148.4M
  CHIME FINL INC -$134.5M

Tweet 5/5 · 240 chars

Source: SEC 13F (≤45-day disclosure lag, not real-time, not fund NAV).

SEC: https://www.sec.gov/Archives/edgar/data/1602189/000119312526225175/0001193125-26-225175-index.htm
WSM: https://worldsmartmoney.com/news/dragoneer-2026-03-31-225175

Chinese thread

Tweet 1/5 · 149 chars

Dragoneer Investment Group, LLC 更新 2026 Q1 13F

组合：$3B（17 只持仓）
第一持仓：NVDA $650.2M（21.7%）

https://worldsmartmoney.com/news/dragoneer-2026-03-31-225175

Tweet 2/5 · 124 chars

前 5 大持仓：

1. NVDA $650.2M（21.7%）
2. CPNG $525.9M（17.5%）
3. META $407.8M（13.6%）
4. CVNA $393.9M（13.1%）
5. GLBE $342.9M（11.4%）

Tweet 3/5 · 64 chars

相比 2025-12-31 的变化：

🆕 新建仓：META
🚪 清仓：DAYFORCE INC、MELI、PDD、DUOL

Tweet 4/5 · 106 chars

📈 加仓最多：
  NVDA +$156.3M
  CPNG +$16.9M

📉 减仓最多：
  KLAR -$163.5M
  XYZ -$148.4M
  CHIME FINL INC -$134.5M

Tweet 5/5 · 209 chars

来源：SEC 13F（最多滞后 45 天公开，非实时，不代表基金净值）

SEC 原文：https://www.sec.gov/Archives/edgar/data/1602189/000119312526225175/0001193125-26-225175-index.htm
WSM 解读：https://worldsmartmoney.com/news/dragoneer-2026-03-31-225175

13F is a quarterly disclosure with up to 45-day lag. Not real-time, not fund NAV, not investment advice.