Dragoneer Investment Group — Position History
Quarter-by-quarter 13F position matrix. Each cell shows the reported share count; New marks a fresh position, a dash means the position was fully exited that quarter.
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| Symbol | Company | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AMD | ADVANCED MICRO DEVICES INC | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 943.99K New |
| AMZN | AMAZON COM INC | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 1.27M New |
| KLAR | KLARNA GROUP PLC | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 8.28M New | 8.28M | 5.80M Reduce | 4.86M Reduce |
| CBRS | CEREBRAS SYSTEMS INC | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 400.00K New |
| CHYM | CHIME FINL INC | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 8.55M New | 8.55M | 8.55M | 4.31M Reduce | 4.31M |
| TTAN | SERVICETITAN INC | — | — | — | — | — | — | — | — | — | — | — | — | — | 2.05M New | 2.05M | 1.21M Reduce | 1.00M Reduce | 1.00M | 1.00M | 1.00M |
| NU | NU HLDGS LTD | — | 155.04M New | 153.63M Reduce | 28.14M Reduce | 28.14M | 28.14M | 28.14M | 28.14M | 17.86M Reduce | 13.58M Reduce | 13.21M Reduce | 13.21M | 9.91M Reduce | 9.91M | 9.91M | 9.91M | 4.95M Reduce | 4.95M | 4.95M | 4.95M |
| CCC | CCC INTELLIGENT SOLUTIONS HL | 31.67M New | 32.58M Add | 32.58M | 25.83M Reduce | 14.57M Reduce | 14.57M | 14.57M | 14.17M Reduce | 13.25M Reduce | 12.10M Reduce | 12.10M | 15.90M Add | 9.20M Reduce | 9.20M | 9.20M | 9.20M | 9.20M | 9.20M | 9.20M | 9.20M |
| GLBE | GLOBAL E ONLINE LTD | 1.23M New | 1.23M | 2.24M Add | 6.18M Add | 8.96M Add | 12.80M Add | 13.52M Add | 12.71M Reduce | 11.23M Reduce | 12.44M Add | 13.45M Add | 14.73M Add | 15.30M Add | 11.99M Reduce | 8.35M Reduce | 10.06M Add | 11.89M Add | 11.37M Reduce | 11.12M Reduce | 1.02M Reduce |
| ROOT | ROOT INC | 9.26M New | 2.78M Reduce | 2.78M | 2.78M | 154.32K Reduce | 154.32K | 154.32K | 154.32K | 154.32K | 154.32K | 154.32K | 154.32K | 154.32K | 154.32K | 154.32K | 154.32K | 154.32K | 154.32K | 154.32K | 154.32K |
| DUOL | DUOLINGO INC | 125.00K New | 125.00K | — | — | — | — | — | — | — | — | — | 981.30K New | 1.54M Add | 1.06M Reduce | 1.26M Add | 372.44K Reduce | 1.58M Add | 1.16M Reduce | — | — |
| XYZ | BLOCK INC | 1.78M New | 1.78M | 2.85M Add | — | — | — | 3.11M New | 4.69M Add | 8.97M Add | 6.20M Reduce | 3.39M Reduce | 3.37M | 3.37M | 5.13M Add | 9.24M Add | 9.23M | 6.55M Reduce | 4.98M Reduce | 2.92M Reduce | — |
| CPNG | COUPANG INC | — | — | — | — | — | — | — | — | 11.47M New | 17.31M Add | 19.23M Add | 16.86M Reduce | 18.85M Add | 20.54M Add | 25.78M Add | 20.89M Reduce | 14.67M Reduce | 21.58M Add | 27.85M Add | — |
| NVDA | NVIDIA CORPORATION | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 3.19M New | 2.08M Reduce | 2.65M Add | 3.73M Add | — |
| DAY | DAYFORCE INC | — | — | — | — | — | — | — | — | — | — | — | 3.90M New | 7.62M Add | 3.86M Reduce | 4.73M Add | 4.75M | 4.75M | 4.75M | — | — |
| CVNA | CARVANA CO | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 678.92K New | 979.46K Add | 1.25M Add | — |
| PDD | PDD HOLDINGS INC | — | — | — | — | — | — | — | 2.60M New | 3.04M Add | 2.10M Reduce | 1.08M Reduce | 2.62M Add | 3.74M Add | 5.57M Add | 4.56M Reduce | 3.54M Reduce | 1.84M Reduce | 1.84M | — | — |
| MELI | MERCADOLIBRE INC | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 103.38K New | 160.19K Add | — | — |
| SAIL | SAILPOINT INC | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 8.00M New | 8.00M | 8.00M | 8.00M | 8.00M | — |
| FLNC | FLUENCE ENERGY INC | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 6.10M New | — | — | — |
| JAMF | JAMF HLDG CORP | 20.17M New | 20.17M | 19.48M Reduce | 17.88M Reduce | 17.11M Reduce | 17.02M Reduce | 16.52M Reduce | 16.52M | 16.52M | 16.52M | 16.52M | 16.39M Reduce | 16.39M | 13.45M Reduce | 8.82M Reduce | 4.33M Reduce | 4.33M | 4.33M | — | — |
| GEMI | GEMINI SPACE STA INC | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 1.62M New | 810.00K Reduce | — | — |
| DDOG | DATADOG INC | 2.73M New | 2.73M | 2.90M Add | 3.10M Add | 4.02M Add | 3.53M Reduce | 4.13M Add | 3.59M Reduce | 3.06M Reduce | 2.46M Reduce | 271.80K Reduce | 271.80K | 271.80K | 271.80K | 271.80K | 2.25M Add | 271.80K Reduce | 271.80K | 271.80K | — |
| OSCR | OSCAR HEALTH INC | 2.54M New | 2.54M | 1.35M Reduce | 1.35M | 1.35M | 1.35M | 7.77M Add | 8.15M Add | 8.15M | 12.73M Add | 12.73M | 12.73M | 9.49M Reduce | 9.49M | 6.92M Reduce | 1.35M Reduce | 1.35M | 657.43K Reduce | 365.57K Reduce | — |
| FIG | FIGMA INC | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 431.17K New | 431.17K | — | — |
| GTM | ZOOMINFO TECHNOLOGIES INC | 3.37M New | 1.68M Reduce | 3.94M Add | 9.31M Add | 11.08M Add | 14.91M Add | 21.20M Add | 22.12M Add | 22.12M | 22.12M | 22.12M | 22.12M | 22.12M | 6.32M Reduce | 670.00K Reduce | 670.00K | 670.00K | 670.00K | 670.00K | — |
| STUB | STUBHUB HLDGS INC | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 425.53K New | — | — | — |
| PTRN | PATTERN GROUP INC | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 489.70K New | — | — | — |
| ARX | ACCELERANT HOLDINGS | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 336.36K New | — | — | — |
| EXE | EXPAND ENERGY CORPORATION | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 1.32M New | — | — |
| CRK | COMSTOCK RES INC | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 4.30M New | — | — |
| NAVN | NAVAN INC | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 2.10M New | — | — |
| MDLN | MEDLINE INC | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 525.00K New | — | — |
| WLTH | WEALTHFRONT CORP | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 654.34K New | 654.34K | — |
| META | META PLATFORMS INC. CLASS A | 339.37K New | 339.37K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 712.80K New | — |
| PFTAW | PORTAGE FINTECH ACQUISITN CO | 60.67K New | 60.67K | 60.67K | 60.67K | 60.67K | 60.67K | 60.67K | — | — | — | — | — | — | — | — | — | — | — | — | — |
| SPNVWS | SUPERNOVA PARTNERS ACQUISITI | 175.00K New | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| AGCWW | ALTIMETER GROWTH CORP | 102.00K New | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| HAACW | HEALTH ASSURN ACQUISITION CO | 1.00M New | 1.00M | 1.00M | 1.00M | 1.00M | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| PFTA | PORTAGE FINTECH ACQUISITN CO | 182.00K New | 182.00K | 182.00K | 182.00K | 182.00K | 182.00K | 182.00K | — | — | — | — | — | — | — | — | — | — | — | — | — |
| DOMA | DOMA HOLDINGS INC | 500.00K New | 500.00K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| HNST | HONEST CO INC | 384.31K New | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| FRSH | FRESHWORKS INC | 100.00K New | 100.00K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| MEKA | MELI KASZEK PIONEER CORP | 400.00K New | 400.00K | 400.00K | 400.00K | 400.00K | 400.00K | 400.00K | — | — | — | — | — | — | — | — | — | — | — | — | — |
| ME | 23ANDME HOLDING CO | 500.00K New | 500.00K | 500.00K | 500.00K | 500.00K | 500.00K | 500.00K | 500.00K | 500.00K | 500.00K | 500.00K | 500.00K | — | — | — | — | — | — | — | — |
| TCVA | TCV ACQUISITION CORP | 500.00K New | 500.00K | 500.00K | 500.00K | 500.00K | 500.00K | 500.00K | — | — | — | — | — | — | — | — | — | — | — | — | — |
| ALKT | ALKAMI TECHNOLOGY INC | 200.00K New | 200.00K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| COMP | COMPASS INC | 374.11K New | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| AGC | ALTIMETER GROWTH CORP | 510.00K New | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| BLND | BLEND LABS INC | 500.00K New | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| SPNV | SUPERIOR ENERGY SERVICES I | 700.00K New | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| LFST | LIFESTANCE HEALTH GROUP INC | 491.84K New | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| VTEX | VTEX | 350.00K New | 350.00K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| DGNS | DRAGONEER GROWTH OPPTY CORP | 752.00K New | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| DH | DEFINITIVE HEALTHCARE CORP | 250.00K New | 250.00K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| MQ | MARQETA INC | 500.00K New | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| POSH | POSHMARK INC | 550.00K New | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| OSH | OAK STR HEALTH INC | 350.02K New | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| FUTU | FUTU HLDGS LTD | 225.00K New | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| AGL | AGILON HEALTH INC | 800.00K New | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| JD | JD.COM INC | 300.00K New | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| OLO | OLO INC | 750.00K New | 750.00K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| TUYA | TUYA INC | 2.85M New | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| API | AGORA INC | 998.87K New | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| MTTR | MATTERPORT INC | 1.56M New | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| MNDY | MONDAY COM LTD | 100.00K New | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| SANA | SANA BIOTECHNOLOGY INC | 1.50M New | 1.50M | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| XM | QUALTRICS INTL INC | 800.00K New | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| HAAC | HEALTH ASSURN ACQUISITION CO | 4.00M New | 4.00M | 4.00M | 4.00M | 4.00M | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| PATH | UIPATH INC | 748.97K New | 748.97K | 55.41K Reduce | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| LAW | CS DISCO INC | 908.65K New | 3.43M Add | 5.70M Add | 5.40M Reduce | 2.33M Reduce | 1.85M Reduce | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| CCCSWS | CCC INTELLIGENT SOLUTIONS HL | 20.80M New | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| SQSP | SQUARESPACE INC | 1.28M New | 1.28M | 1.28M | 146.23K Reduce | 146.23K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| GDRX | GOODRX HLDGS INC | 1.30M New | 1.30M | 1.30M | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| ESMT | ENGAGESMART INC | 2.10M New | 2.77M Add | 3.63M Add | 2.47M Reduce | 2.47M | — | — | — | 2.19M New | 2.19M | — | — | — | — | — | — | — | — | — | — |
| RBLX | ROBLOX CORP | 957.99K New | 957.99K | 957.99K | 1.06M Add | 456.55K Reduce | 884.77K Add | 2.59M Add | 2.59M | 9.26M Add | 9.26M | 9.26M | 11.75M Add | 11.75M | 10.10M Reduce | 1.75M Reduce | — | — | — | — | — |
| CWAN | CLEARWATER ANALYTICS HLDGS I | 3.00M New | 11.83M Add | 12.03M Add | 5.94M Reduce | 5.80M Reduce | 3.33M Reduce | 2.51M Reduce | 2.51M | 2.51M | 893.36K Reduce | — | — | — | — | — | — | — | — | — | — |
| MSP | DATTO HLDG CORP | 3.71M New | 3.71M | 3.71M | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| BABA | ALIBABA GROUP HLDG LTD | 606.72K New | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| BMBL | BUMBLE INC | 2.00M New | 2.00M | 2.00M | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| FUBO | FUBOTV INC | 4.30M New | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| ABNB | AIRBNB INC | 660.00K New | 660.00K | 660.00K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| PLTK | PLAYTIKA HOLDING CORP. | 4.12M New | 2.06M Reduce | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| EDR | ENDEAVOR GROUP HLDGS INC | 4.17M New | 4.17M | 4.17M | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| FND | FLOOR & DECOR HLDGS INC | 1.41M New | 1.41M | 1.41M | 2.07M Add | 1.41M Reduce | 158.38K Reduce | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| TWLO | TWILIO INC | 777.39K New | 777.39K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| PCOR | PROCORE TECHNOLOGIES INC | 3.11M New | 3.10M Reduce | 1.32M Reduce | 882.43K Reduce | 882.43K | 882.43K | 1.68M Add | 882.43K Reduce | 633.82K Reduce | 633.82K | 633.82K | 2.24M Add | 633.82K Reduce | 633.82K | — | — | — | — | — | — |
| CARG | CARGURUS INC | 9.28M New | 9.28M | 9.28M | 9.28M | 9.28M | 9.28M | 9.28M | 9.28M | 5.75M Reduce | 1.84M Reduce | — | — | — | — | — | — | — | — | — | — |
| PTON | PELOTON INTERACTIVE INC | 3.40M New | 4.83M Add | 8.67M Add | 10.19M Add | 10.75M Add | 12.28M Add | 9.50M Reduce | 14.34M Add | 14.34M | 11.29M Reduce | 11.29M | 11.29M | — | — | — | — | — | — | — | — |
| DASH | DOORDASH INC | 1.51M New | 1.49M Reduce | 3.29M Add | 3.55M Add | 3.55M | 3.55M | 4.36M Add | 4.75M Add | 4.43M Reduce | 3.67M Reduce | 1.60M Reduce | 2.85M Add | 2.06M Reduce | 1.07M Reduce | — | — | — | — | — | — |
| HOOD | ROBINHOOD MKTS INC | 7.74M New | 3.68M Reduce | 17.83K Reduce | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| DT | DYNATRACE INC | 5.20M New | 4.79M Reduce | 7.15M Add | 4.85M Reduce | 2.77M Reduce | — | — | — | — | — | 4.58M New | 338.49K Reduce | — | 4.46M New | 1.20M Reduce | — | — | — | — | — |
| UBER | UBER TECHNOLOGIES INC | 11.32M New | 11.32M | 11.32M | 11.32M | 7.55M Reduce | 7.49M Reduce | 7.49M | 7.49M | — | — | — | — | — | — | — | — | — | — | — | — |
| SNOW | SNOWFLAKE INC | 2.25M New | 1.38M Reduce | 1.88M Add | 2.81M Add | 2.80M | 2.61M Reduce | 3.09M Add | 1.51M Reduce | 286.85K Reduce | 286.85K | 500 Reduce | 500 | 500 | — | — | — | — | — | — | — |
| GRABW | GRAB HOLDINGS LIMITED | — | 102.00K New | 51.00K Reduce | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| SNIIWS | SUPERNOVA PARTNERS ACQUISTN | — | 175.00K New | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| UDMY | UDEMY INC | — | 200.00K New | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| SNII | SUPERNOVA PARTNERS ACQUISTN | — | 700.00K New | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| HCP | HASHICORP INC | — | 120.00K New | 120.00K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| ONON | ON HLDG AG | — | 300.00K New | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
Showing the top 100 positions by latest reported value.