Free Trial
Your Portfolio Deserves Better! MarketBeat All Access for Just $149
Upgrade Now
Claim MarketBeat All Access Sale Promotion

Dragoneer Investment Group, LLC Top Holdings and 13F Report (2021)

About Dragoneer Investment Group, LLC

Investment Activity

  • Dragoneer Investment Group, LLC has $3.00 billion in total holdings as of September 30, 2021.
  • Dragoneer Investment Group, LLC owns shares of 17 different stocks, but just 6 companies or ETFs make up 80% of its holdings.
  • Approximately 26.67% of the portfolio was purchased this quarter.
  • About 56.41% of the portfolio was sold this quarter.
  • This quarter, Dragoneer Investment Group, LLC has purchased 27 new stocks and bought additional shares in 3 stocks.
  • Dragoneer Investment Group, LLC sold shares of 5 stocks and completely divested from 11 stocks this quarter.

Largest Holdings

NVIDIA
$650,230,693
Coupang
$525,861,921
Meta Platforms
$407,814,264
Carvana
$393,905,565
Global-e Online
$342,917,155

Largest New Holdings this Quarter

30303M102 - Meta Platforms
$407,814,264 Holding

Largest Purchases this Quarter

Meta Platforms
712,800 shares (about $407.81M)
NVIDIA
1,080,000 shares (about $188.35M)
Coupang
6,276,300 shares (about $118.50M)
Carvana
273,500 shares (about $85.98M)

Largest Sales this Quarter

BLOCK INC
2,059,763 shares (about $123.96M)
CHIME FINL INC
4,239,885 shares (about $79.41M)
KLARNA GROUP PLC
2,479,852 shares (about $32.46M)
Global-e Online
249,399 shares (about $7.69M)
Oscar Health
291,862 shares (about $3.35M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofDragoneer Investment Group, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
NVIDIA Corporation stock logo
NVDA
NVIDIA
$650,230,693$188,352,000 â–²40.8%3,728,38721.7%Computer and Technology
Coupang, Inc. stock logo
CPNG
Coupang
$525,861,921$118,496,544 â–²29.1%27,852,85617.5%Retail/Wholesale
Meta Platforms, Inc. stock logo
META
Meta Platforms
$407,814,264$407,814,264 â–²New Holding712,80013.6%Computer and Technology
Carvana Co. stock logo
CVNA
Carvana
$393,905,565$85,982,930 â–²27.9%1,252,96013.1%Retail/Wholesale
Global-e Online Ltd. stock logo
GLBE
Global-e Online
$342,917,155$7,693,959 â–¼-2.2%11,115,62911.4%Retail/Wholesale
BLOCK INC
$175,628,831$123,956,538 â–¼-41.4%2,918,3925.9%CL A
SAILPOINT INC
$105,920,0000.0%8,000,0003.5%COM
CHIME FINL INC
$80,707,551$79,413,046 â–¼-49.6%4,308,9992.7%COM SHS CL A
KLARNA GROUP PLC
$75,971,268$32,461,262 â–¼-29.9%5,803,7642.5%SHS
Nu Holdings Ltd. stock logo
NU
NU
$71,193,2770.0%4,954,2992.4%Finance
SERVICETITAN INC
$63,516,1620.0%1,000,8852.1%SHS CL A
CCC Intelligent Solutions Holdings Inc. stock logo
CCCS
CCC Intelligent Solutions
$55,177,8060.0%9,196,3011.8%Computer and Technology
Datadog, Inc. stock logo
DDOG
Datadog
$32,085,9900.0%271,8001.1%Computer and Technology
Root, Inc. stock logo
ROOT
Root
$6,816,3140.0%154,3200.2%Finance
WEALTHFRONT CORP
$6,052,6270.0%654,3380.2%COM
Oscar Health, Inc. stock logo
OSCR
Oscar Health
$4,193,122$3,347,657 â–¼-44.4%365,5730.1%Finance
ZoomInfo Technologies Inc. stock logo
ZI
ZoomInfo Technologies
$4,006,6000.0%670,0000.1%Computer and Technology
Ceridian HCM Holding Inc. stock logo
CDAY
Ceridian HCM
$0$328,499,073 â–¼-100.0%00.0%Computer and Technology
MercadoLibre, Inc. stock logo
MELI
MercadoLibre
$0$322,670,352 â–¼-100.0%00.0%Retail/Wholesale
PDD Holdings Inc. Sponsored ADR stock logo
PDD
PDD
$0$208,119,181 â–¼-100.0%00.0%Retail/Wholesale
DUOLINGO INC
$0$203,560,169 â–¼-100.0%00.0%CL A COM
EXPAND ENERGY CORPORATION
$0$145,633,042 â–¼-100.0%00.0%COM
Comstock Resources, Inc. stock logo
CRK
Comstock Resources
$0$99,632,322 â–¼-100.0%00.0%Energy
Jamf Holding Corp. stock logo
JAMF
Jamf
$0$56,311,001 â–¼-100.0%00.0%Business Services
NAVAN INC
$0$35,791,260 â–¼-100.0%00.0%CL A
MEDLINE INC
$0$22,050,000 â–¼-100.0%00.0%COM CL A
FIGMA INC
$0$16,112,636 â–¼-100.0%00.0%CLASS A COM STK
GEMINI SPACE STA INC
$0$8,035,200 â–¼-100.0%00.0%CL A COM

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data