SEC 13F Intelligence

Managers / Q1 2026

Dragoneer Investment Group, LLC

CIK 0001602189 · ONE LETTERMAN DRIVE, BUILDING D, SUITE M500, SAN FRANCISCO, CA, 94129 · 415-539-3085

Reported Value
$3.0B
Q1 2026
Positions
17
Filings on Record
30
2019–present window
Filed
May 15, 2026
original filing

Summary

Dragoneer Investment Group, Llc reported $3.0B in U.S.-listed holdings across 17 positions for Q1 2026.

The portfolio is heavily concentrated: NVDA alone accounts for 21.7% of reported value.

Compared with Q4 2025, the fund opened 1 new position and exited 11.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $1.3BQ4 ’18Q1 ’19: $1.7BQ2 ’19: $2.5BQ3 ’19: $2.4BQ4 ’19: $2.4BQ4 ’19Q1 ’20: $2.2BQ2 ’20: $3.0BQ3 ’20: $4.5BQ4 ’20: $6.7BQ4 ’20Q1 ’21: $7.0BQ2 ’21: $7.8BQ3 ’21: $7.6BQ4 ’21: $8.7BQ4 ’21Q1 ’22: $7.8BQ2 ’22: $3.9BQ3 ’22: $3.8BQ4 ’22: $3.23TQ4 ’22Q1 ’23: $4.2BQ2 ’23: $4.8BQ3 ’23: $4.3BQ4 ’23: $4.6BQ4 ’23Q1 ’24: $4.3BQ2 ’24: $5.2BQ3 ’24: $5.8BQ4 ’24: $5.7BQ4 ’24Q1 ’25: $4.8BQ2 ’25: $4.9BQ3 ’25: $4.5BQ4 ’25: $4.6BQ4 ’25Q1 ’26: $3.0Bfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2026

Loading…
Export to Excel
#IssuerClass% PortfolioValue ↓Shares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$3.0B17May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$4.6B27Feb 17, 202613F-HRchanges · EDGAR ↗
Q3 2025$4.5B26Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$4.9B20Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$4.8B22May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$5.7B23Feb 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$5.8B24Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$5.2B33Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$4.3B29May 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$4.6B28Feb 14, 202413F-HRchanges · EDGAR ↗
Q3 2023$4.3B29Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$4.8B26Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$4.2B30May 15, 202313F-HRchanges · EDGAR ↗
Q4 2022$3.23T31Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$3.8B35Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$3.9B39Aug 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$7.8B52May 16, 202213F-HRchanges · EDGAR ↗
Q4 2021$8.7B64Feb 15, 202213F-HRchanges · EDGAR ↗
Q3 2021$7.6B72Nov 15, 202113F-HRchanges · EDGAR ↗
Q2 2021$7.8B63Aug 16, 202113F-HRchanges · EDGAR ↗
Q1 2021$7.0B48May 17, 202113F-HRchanges · EDGAR ↗
Q4 2020$6.7B40Feb 16, 202113F-HRchanges · EDGAR ↗
Q3 2020$4.5B33Nov 16, 202013F-HRchanges · EDGAR ↗
Q2 2020$3.0B23Aug 14, 202013F-HRchanges · EDGAR ↗
Q1 2020$2.2B24May 15, 202013F-HRchanges · EDGAR ↗
Q4 2019$2.4B21Feb 14, 202013F-HRchanges · EDGAR ↗
Q3 2019$2.4B23Nov 14, 201913F-HRchanges · EDGAR ↗
Q2 2019$2.5B21Aug 14, 201913F-HRchanges · EDGAR ↗
Q1 2019$1.7B25May 15, 201913F-HRchanges · EDGAR ↗
Q4 2018$1.3B25Feb 14, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.