L3VLUP
ProSign in
← Dragoneer Investment Group LLC, latest filing

What Dragoneer Investment Group LLC changed, 2014 to 2026

47 quarterly 13F filings, from Q4 2014 to Q2 2026, each read from the filing itself. A quarter is compared only with the quarter before it, so a quarter with no filing is a gap in the record, not a sale.

Reported book

$2.8bn

$221m at Q4 2014

Positions

12

10 at Q4 2014

Top ten weight

98%

100% at Q4 2014

Typical quarterly turnover

about 15%

Estimated from share changes

Reported book by quarter
$0$4bn$9bnQ4 2014: $221mQ1 2015: $216m15Q2 2015: $294mQ3 2015: $254mQ4 2015: $331mQ1 2016: $318m16Q2 2016: $395mQ3 2016: $443mQ4 2016: $423mQ1 2017: $561m17Q2 2017: $581mQ3 2017: $609mQ4 2017: $610mQ1 2018: $706m18Q2 2018: $1.1bnQ3 2018: $1.2bnQ4 2018: $1.3bnQ1 2019: $1.7bn19Q2 2019: $2.5bnQ3 2019: $2.4bnQ4 2019: $2.4bnQ1 2020: $2.2bn20Q2 2020: $3.0bnQ3 2020: $4.5bnQ4 2020: $6.7bnQ1 2021: $7.0bn21Q2 2021: $7.8bnQ3 2021: $7.6bnQ4 2021: $8.7bnQ1 2022: $7.8bn22Q2 2022: $3.9bnQ3 2022: $3.8bnQ4 2022: $3.2bnQ1 2023: $4.2bn23Q2 2023: $4.8bnQ3 2023: $4.3bnQ4 2023: $4.6bnQ1 2024: $4.3bn24Q2 2024: $5.2bnQ3 2024: $5.8bnQ4 2024: $5.7bnQ1 2025: $4.8bn25Q2 2025: $4.9bnQ3 2025: $4.5bnQ4 2025: $4.6bnQ1 2026: $3.0bn26Q2 2026: $2.8bn
  • Q4 2014: $221m
  • Q1 2015: $216m
  • Q2 2015: $294m
  • Q3 2015: $254m
  • Q4 2015: $331m
  • Q1 2016: $318m
  • Q2 2016: $395m
  • Q3 2016: $443m
  • Q4 2016: $423m
  • Q1 2017: $561m
  • Q2 2017: $581m
  • Q3 2017: $609m
  • Q4 2017: $610m
  • Q1 2018: $706m
  • Q2 2018: $1.1bn
  • Q3 2018: $1.2bn
  • Q4 2018: $1.3bn
  • Q1 2019: $1.7bn
  • Q2 2019: $2.5bn
  • Q3 2019: $2.4bn
  • Q4 2019: $2.4bn
  • Q1 2020: $2.2bn
  • Q2 2020: $3.0bn
  • Q3 2020: $4.5bn
  • Q4 2020: $6.7bn
  • Q1 2021: $7.0bn
  • Q2 2021: $7.8bn
  • Q3 2021: $7.6bn
  • Q4 2021: $8.7bn
  • Q1 2022: $7.8bn
  • Q2 2022: $3.9bn
  • Q3 2022: $3.8bn
  • Q4 2022: $3.2bn
  • Q1 2023: $4.2bn
  • Q2 2023: $4.8bn
  • Q3 2023: $4.3bn
  • Q4 2023: $4.6bn
  • Q1 2024: $4.3bn
  • Q2 2024: $5.2bn
  • Q3 2024: $5.8bn
  • Q4 2024: $5.7bn
  • Q1 2025: $4.8bn
  • Q2 2025: $4.9bn
  • Q3 2025: $4.5bn
  • Q4 2025: $4.6bn
  • Q1 2026: $3.0bn
  • Q2 2026: $2.8bn
Share of the book in the ten largest positions
0%50%100%Q4 2014: 100%Q1 2015: 100%15Q2 2015: 85%Q3 2015: 96%Q4 2015: 94%Q1 2016: 91%16Q2 2016: 86%Q3 2016: 88%Q4 2016: 82%Q1 2017: 78%17Q2 2017: 83%Q3 2017: 79%Q4 2017: 79%Q1 2018: 81%18Q2 2018: 82%Q3 2018: 89%Q4 2018: 85%Q1 2019: 88%19Q2 2019: 93%Q3 2019: 87%Q4 2019: 92%Q1 2020: 88%20Q2 2020: 83%Q3 2020: 79%Q4 2020: 72%Q1 2021: 62%21Q2 2021: 59%Q3 2021: 58%Q4 2021: 63%Q1 2022: 64%22Q2 2022: 70%Q3 2022: 74%Q4 2022: 78%Q1 2023: 75%23Q2 2023: 72%Q3 2023: 72%Q4 2023: 77%Q1 2024: 74%24Q2 2024: 69%Q3 2024: 79%Q4 2024: 77%Q1 2025: 80%25Q2 2025: 84%Q3 2025: 80%Q4 2025: 76%Q1 2026: 94%26Q2 2026: 98%
  • Q4 2014: 100%
  • Q1 2015: 100%
  • Q2 2015: 85%
  • Q3 2015: 96%
  • Q4 2015: 94%
  • Q1 2016: 91%
  • Q2 2016: 86%
  • Q3 2016: 88%
  • Q4 2016: 82%
  • Q1 2017: 78%
  • Q2 2017: 83%
  • Q3 2017: 79%
  • Q4 2017: 79%
  • Q1 2018: 81%
  • Q2 2018: 82%
  • Q3 2018: 89%
  • Q4 2018: 85%
  • Q1 2019: 88%
  • Q2 2019: 93%
  • Q3 2019: 87%
  • Q4 2019: 92%
  • Q1 2020: 88%
  • Q2 2020: 83%
  • Q3 2020: 79%
  • Q4 2020: 72%
  • Q1 2021: 62%
  • Q2 2021: 59%
  • Q3 2021: 58%
  • Q4 2021: 63%
  • Q1 2022: 64%
  • Q2 2022: 70%
  • Q3 2022: 74%
  • Q4 2022: 78%
  • Q1 2023: 75%
  • Q2 2023: 72%
  • Q3 2023: 72%
  • Q4 2023: 77%
  • Q1 2024: 74%
  • Q2 2024: 69%
  • Q3 2024: 79%
  • Q4 2024: 77%
  • Q1 2025: 80%
  • Q2 2025: 84%
  • Q3 2025: 80%
  • Q4 2025: 76%
  • Q1 2026: 94%
  • Q2 2026: 98%

The positions that defined it

Every position that was ever among the 25 largest: when it first appeared, when it was largest, and where it stands in Q2 2026. The line is its reported value each quarter.

PositionValue over timeFirst listedLargestQ2 2026
Space Exploration Techn Corp(SPCX)Class A Common StockQ2 2026$1.4bnQ2 2026$1.4bn
Advanced Micro Devices Inc(AMD)Q2 2026$548mQ2 2026$548m
Amazon Com Inc(AMZN)Q2 2026$303mQ2 2026$303m
Innio NV(INIO)Q2 2026$113mQ2 2026$113m
Klarna Group PLC(KLAR)Q3 2025$304mQ3 2025$98m
Cerebras Systems Inc(CBRS)Common Class AQ2 2026$88mQ2 2026$88m
Chime Finl Inc(CHYM)Common Shares Class AQ2 2025$295mQ2 2025$88m
Servicetitan Inc(TTAN)Shares Class AQ4 2024$211mQ4 2024$71m
Nu HLDGS LTD(NU)Ordinary Shares Class AQ4 2021$1.5bnQ4 2021$66m
CCC Intelligent Solutions HL(CCC)Q3 2021$371mQ4 2021$47m
Global E Online LTD(GLBE)Q2 2021$654mQ4 2024$35m
Root Inc(ROOT)Class A NewQ3 2022$21mQ1 2025$8.6m
Snowflake Inc(SNOW)Class AQ3 2020$1.1bnQ4 2020Soldlast listed Q3 2024
Uber Technologies Inc(UBER)Q2 2019$986mQ2 2019Soldlast listed Q2 2023
Jamf HLDG CorpQ3 2020$777mQ3 2021Soldlast listed Q4 2025
Nvidia Corporation(NVDA)Q2 2025$650mQ1 2026Soldlast listed Q1 2026
Square Inc(XYZ)Class AQ4 2015$627mQ2 2025Soldlast listed Q1 2026
Coupang Inc(CPNG)Class AQ3 2023$626mQ2 2025Soldlast listed Q1 2026
Doordash Inc(DASH)Class AQ4 2020$623mQ4 2020Soldlast listed Q4 2024
Airbnb Inc(ABNB)Common Class AQ4 2020$606mQ1 2021Soldlast listed Q1 2022

Quarter by quarter

2026Q1Q2
2025Q1Q2Q3Q4
2024Q1Q2Q3Q4
2023Q1Q2Q3Q4
2022Q1Q2Q3Q4
2021Q1Q2Q3Q4
2020Q1Q2Q3Q4
2019Q1Q2Q3Q4
2018Q1Q2Q3Q4
2017Q1Q2Q3Q4
2016Q1Q2Q3Q4
2015Q1Q2Q3Q4
2014Q4

Q4 2020: $6.7bn across 40 positions

Against Q3 2020: 9 new, 5 added to, 7 trimmed, 2 sold out, across all 40 positions.

Turnover about 7% of the book, estimated from share changes at quarter-end prices.

Largest additions

  • Cargurus Inc (CARG)+$135m
  • Dynatrace Inc (DT)+$74m
  • Jamf HLDG Corp+$57m
  • Alibaba Group HLDG LTD (BABA)+$8.3m
  • Peloton Interactive Inc (PTON)+$2.9m

Largest reductions

  • Ceridian HCM HLDG Inc-$46m
  • Datadog Inc (DDOG)-$20m
  • Tencent Music Entmt Group (TME)-$4.3m
  • Sunlands Online Ed Group-$1.9m
  • Pinterest Inc (PINS)-$428k
  • Uber Technologies Inc (UBER)$61m
  • Snowflake Inc (SNOW)$117m

Opened

  • Doordash Inc (DASH)$623m
  • Airbnb Inc (ABNB)$473m
  • Root Inc$145m
  • Smartsheet Inc$142m
  • Fubotv Inc (FUBO)$120m
  • Datto HLDG Corp$100m
  • Health Assurn Acquisition Co$44m

Sold out

  • Servicenow Inc (NOW)was $69m
  • Greensky Incwas $63m

Largest positions, Q4 2020

The largest 25 of 40 reported positions.

PositionValueWeightOn the quarter
Snowflake Inc (SNOW)$1.1bn16.3%Trimmed
Uber Technologies Inc (UBER)$716m10.7%Trimmed
Doordash Inc (DASH)$623m9.3%New
Airbnb Inc (ABNB)$473m7.1%New
Datadog Inc (DDOG)$436m6.5%Trimmed
Square Inc (XYZ)$387m5.8%Held
Dynatrace Inc (DT)$372m5.6%Added
Cargurus Inc (CARG)$272m4.1%Added
Twilio Inc (TWLO)$255m3.8%Held
Duck Creek Technologies Inc$192m2.9%Held
Alibaba Group HLDG LTD (BABA)$187m2.8%Added
Jamf HLDG Corp$163m2.4%Added
Zoominfo Technologies Inc (GTM)$162m2.4%Held
Unity Software Inc (U)$153m2.3%Held
Floor & Decor HLDGS Inc (FND)$146m2.2%Held
Root Inc$145m2.2%New
Smartsheet Inc$142m2.1%New
Fubotv Inc (FUBO)$120m1.8%New
Datto HLDG Corp$100m1.5%New
Facebook Inc (META)$93m1.4%Held
Agora Inc (API)$79m1.2%Held
Ke HLDGS Inc (BEKE)$77m1.2%Held
Goodrx HLDGS Inc (GDRX)$52m0.8%Held
Xpeng Ing (XPEV)$51m0.8%Held
Health Assurn Acquisition Co$44m0.7%New

The books most like this one

Among the managers whose filings are on file, at Q2 2026. Overlap is the share of the two books that is the same: for every stock both list, the smaller of its two weights, added up. Two books can overlap because both own the largest companies; it says nothing about whether the managers agree.

ManagerOverlapStocks in bothOverlap over time
D1 Capital Partners LP50%4Compare
Coatue Management LLC16%5Compare
Baillie Gifford & Co16%6Compare
Tiger Global Management LLC15%6Compare
ARK Investment Management LLC14%6Compare
Appaloosa LP13%3Compare
Altimeter Capital Management LP12%3Compare
Whale Rock Capital Management LLC12%4Compare

The filings behind it

Every quarter above is one 13F holdings report, with any amendment the filer made to it applied in the order it was filed. Where the reporting entity changed, each quarter keeps the filer that actually reported it.

QuarterFilerBookAmendedFiling
Q2 2026Dragoneer Investment Group LLC$2.8bn13F-HR
Q1 2026Dragoneer Investment Group LLC$3.0bn13F-HR
Q4 2025Dragoneer Investment Group LLC$4.6bn13F-HR
Q3 2025Dragoneer Investment Group LLC$4.5bn13F-HR
Q2 2025Dragoneer Investment Group LLC$4.9bn13F-HR
Q1 2025Dragoneer Investment Group LLC$4.8bn13F-HR
Q4 2024Dragoneer Investment Group LLC$5.7bn13F-HR
Q3 2024Dragoneer Investment Group LLC$5.8bn13F-HR
Q2 2024Dragoneer Investment Group LLC$5.2bn13F-HR
Q1 2024Dragoneer Investment Group LLC$4.3bn13F-HR
Q4 2023Dragoneer Investment Group LLC$4.6bn13F-HR
Q3 2023Dragoneer Investment Group LLC$4.3bn13F-HR
Q2 2023Dragoneer Investment Group LLC$4.8bn13F-HR
Q1 2023Dragoneer Investment Group LLC$4.2bn13F-HR
Q4 2022Dragoneer Investment Group LLC$3.2bn13F-HR
Q3 2022Dragoneer Investment Group LLC$3.8bn13F-HR
Q2 2022Dragoneer Investment Group LLC$3.9bn13F-HR
Q1 2022Dragoneer Investment Group LLC$7.8bn13F-HR
Q4 2021Dragoneer Investment Group LLC$8.7bn13F-HR
Q3 2021Dragoneer Investment Group LLC$7.6bn13F-HR
Q2 2021Dragoneer Investment Group LLC$7.8bn13F-HR
Q1 2021Dragoneer Investment Group LLC$7.0bn13F-HR
Q4 2020Dragoneer Investment Group LLC$6.7bn13F-HR
Q3 2020Dragoneer Investment Group LLC$4.5bn13F-HR
Q2 2020Dragoneer Investment Group LLC$3.0bn13F-HR
Q1 2020Dragoneer Investment Group LLC$2.2bn13F-HR
Q4 2019Dragoneer Investment Group LLC$2.4bn13F-HR
Q3 2019Dragoneer Investment Group LLC$2.4bn13F-HR
Q2 2019Dragoneer Investment Group LLC$2.5bn13F-HR
Q1 2019Dragoneer Investment Group LLC$1.7bn13F-HR
Q4 2018Dragoneer Investment Group LLC$1.3bn13F-HR
Q3 2018Dragoneer Investment Group LLC$1.2bn13F-HR
Q2 2018Dragoneer Investment Group LLC$1.1bn13F-HR
Q1 2018Dragoneer Investment Group LLC$706m13F-HR
Q4 2017Dragoneer Investment Group LLC$610m13F-HR
Q3 2017Dragoneer Investment Group LLC$609m13F-HR
Q2 2017Dragoneer Investment Group LLC$581m13F-HR
Q1 2017Dragoneer Investment Group LLC$561m13F-HR
Q4 2016Dragoneer Investment Group LLC$423m13F-HR
Q3 2016Dragoneer Investment Group LLC$443m13F-HR
Q2 2016Dragoneer Investment Group LLC$395m13F-HR
Q1 2016Dragoneer Investment Group LLC$318m13F-HR
Q4 2015Dragoneer Investment Group LLC$331m13F-HR
Q3 2015Dragoneer Investment Group LLC$254m13F-HR
Q2 2015Dragoneer Investment Group LLC$294m13F-HR
Q1 2015Dragoneer Investment Group LLC$216m13F-HR
Q4 2014Dragoneer Investment Group LLC$221m13F-HR

Reading this record

A 13F lists US-listed long equity and options at the quarter end, filed up to 45 days later. It shows what was held, not when it was bought or at what price, and nothing short. Where a quarter lists only the largest positions, a name missing from it may still be held below that range; the counts of what was opened and sold always cover the whole filing.

Company names, tickers and logos are the trademarks of their respective owners and appear here to identify the company whose public figures are being used. L3VLUP is not affiliated with, sponsored by or endorsed by any company shown, and nothing here is a statement by or about that company. More