Dragoneer Investment Group, LLC historic quarter change: USA Stocks, Sold out
In share positions in stocks (listed in the US), over 17 quarters from 2014-12-31 to 2026-06-30, Dragoneer Investment Group, LLC opened 56 positions, added to 48, reduced 65 and sold out of 61.
- Q2 2026: Stock NVDA; Country of operation United States; Class COM; Shares before 3,728,387.
- Q2 2026: Stock CPNG; Country of operation United States; Class CL A; Shares before 27,852,856.
- Q2 2026: Stock META; Country of operation United States; Class CL A; Shares before 712,800.
- Q2 2026: Stock CVNA; Country of operation United States; Class CL A; Shares before 1,252,960.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1602189), 17 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-14); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-15); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-17); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-14); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-14); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-15); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-14); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-14); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-14); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-15); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-14); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-15); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-16); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-16); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-16); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-14); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-15). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2014-12-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2026 | NVDA
NVIDIA CORPORATION | United States | COM | 3,728,387 | 0 | -3,728,387 | $650,230,693 | $0 | -$650,230,693 | 2026-08-14 |
|---|
| Q2 2026 | CPNG
COUPANG INC | United States | CL A | 27,852,856 | 0 | -27,852,856 | $525,861,921 | $0 | -$525,861,921 | 2026-08-14 |
|---|
| Q2 2026 | META
META PLATFORMS INC | United States | CL A | 712,800 | 0 | -712,800 | $407,814,264 | $0 | -$407,814,264 | 2026-08-14 |
|---|
| Q2 2026 | CVNA
CARVANA CO | United States | CL A | 1,252,960 | 0 | -1,252,960 | $393,905,565 | $0 | -$393,905,565 | 2026-08-14 |
|---|
| Q2 2026 | XYZ
BLOCK INC | United States | CL A | 2,918,392 | 0 | -2,918,392 | $175,628,831 | $0 | -$175,628,831 | 2026-08-14 |
|---|
| Q2 2026 | SAIL
SAILPOINT INC | United States | COM | 8,000,000 | 0 | -8,000,000 | $105,920,000 | $0 | -$105,920,000 | 2026-08-14 |
|---|
| Q2 2026 | DDOG
DATADOG INC | United States | CL A COM | 271,800 | 0 | -271,800 | $32,085,990 | $0 | -$32,085,990 | 2026-08-14 |
|---|
| Q2 2026 | OSCR
OSCAR HEALTH INC | United States | CL A | 365,573 | 0 | -365,573 | $4,193,122 | $0 | -$4,193,122 | 2026-08-14 |
|---|
| Q2 2026 | GTM
ZOOMINFO TECHNOLOGIES INC | United States | COMMON STOCK | 670,000 | 0 | -670,000 | $4,006,600 | $0 | -$4,006,600 | 2026-08-14 |
|---|
| Q1 2026 | DAY
DAYFORCE INC | United States | COM | 4,749,842 | 0 | -4,749,842 | $328,499,073 | $0 | -$328,499,073 | 2026-05-15 |
|---|
| Q1 2026 | MELI
MERCADOLIBRE INC | | COM | 160,193 | 0 | -160,193 | $322,670,352 | $0 | -$322,670,352 | 2026-05-15 |
|---|
| Q1 2026 | DUOL
DUOLINGO INC | United States | CL A COM | 1,159,887 | 0 | -1,159,887 | $203,560,169 | $0 | -$203,560,169 | 2026-05-15 |
|---|
| Q1 2026 | EXE
EXPAND ENERGY CORPORATION | United States | COM | 1,319,618 | 0 | -1,319,618 | $145,633,042 | $0 | -$145,633,042 | 2026-05-15 |
|---|
| Q1 2026 | CRK
COMSTOCK RES INC | United States | COM | 4,298,202 | 0 | -4,298,202 | $99,632,322 | $0 | -$99,632,322 | 2026-05-15 |
|---|
| Q1 2026 | NAVN
NAVAN INC | United States | CL A | 2,095,507 | 0 | -2,095,507 | $35,791,260 | $0 | -$35,791,260 | 2026-05-15 |
|---|
| Q1 2026 | MDLN
MEDLINE INC | United States | COM CL A | 525,000 | 0 | -525,000 | $22,050,000 | $0 | -$22,050,000 | 2026-05-15 |
|---|
| Q1 2026 | GEMI
GEMINI SPACE STA INC | United States | CL A COM | 810,000 | 0 | -810,000 | $8,035,200 | $0 | -$8,035,200 | 2026-05-15 |
|---|
| Q4 2025 | FLNC
FLUENCE ENERGY INC | United States | COM CL A | 6,100,265 | 0 | -6,100,265 | $65,882,862 | $0 | -$65,882,862 | 2026-02-17 |
|---|
| Q4 2025 | STUB
STUBHUB HLDGS INC | United States | CL A | 425,531 | 0 | -425,531 | $7,165,942 | $0 | -$7,165,942 | 2026-02-17 |
|---|
| Q4 2025 | PTRN
PATTERN GROUP INC | United States | COM SER A | 489,700 | 0 | -489,700 | $6,708,890 | $0 | -$6,708,890 | 2026-02-17 |
|---|
| Q4 2025 | ARX
ACCELERANT HOLDINGS | | CL A | 336,361 | 0 | -336,361 | $5,008,415 | $0 | -$5,008,415 | 2026-02-17 |
|---|
| Q3 2025 | FLUT
FLUTTER ENTMT PLC | | SHS | 1,683,408 | 0 | -1,683,408 | $481,050,670 | $0 | -$481,050,670 | 2025-11-14 |
|---|
| Q3 2025 | INSP
INSPIRE MED SYS INC | United States | COM | 2,354,411 | 0 | -2,354,411 | $305,531,915 | $0 | -$305,531,915 | 2025-11-14 |
|---|
| Q3 2025 | HNGE
HINGE HEALTH INC | United States | CL A | 69,283 | 0 | -69,283 | $3,585,395 | $0 | -$3,585,395 | 2025-11-14 |
|---|
| Q2 2025 | INTU
INTUIT | United States | COM | 646,123 | 0 | -646,123 | $396,713,061 | $0 | -$396,713,061 | 2025-08-14 |
|---|
| Q2 2025 | TEAM
ATLASSIAN CORPORATION | | CL A | 1,111,717 | 0 | -1,111,717 | $235,917,465 | $0 | -$235,917,465 | 2025-08-14 |
|---|
| Q2 2025 | RBLX
ROBLOX CORP | United States | CL A | 1,754,755 | 0 | -1,754,755 | $102,284,669 | $0 | -$102,284,669 | 2025-08-14 |
|---|
| Q2 2025 | DT
DYNATRACE INC | United States | COM NEW | 1,198,790 | 0 | -1,198,790 | $56,522,949 | $0 | -$56,522,949 | 2025-08-14 |
|---|
| Q2 2025 | KRMN
KARMAN HLDGS INC | United States | COMMON STOCK | 900,000 | 0 | -900,000 | $30,078,000 | $0 | -$30,078,000 | 2025-08-14 |
|---|
| Q1 2025 | DASH
DOORDASH INC | United States | CL A | 1,069,006 | 0 | -1,069,006 | $179,325,757 | $0 | -$179,325,757 | 2025-05-15 |
|---|
| Q1 2025 | PCOR
PROCORE TECHNOLOGIES INC | United States | COM | 633,824 | 0 | -633,824 | $47,492,432 | $0 | -$47,492,432 | 2025-05-15 |
|---|
| Q4 2024 | RBRK
RUBRIK INC. | United States | CL A | 1,067,823 | 0 | -1,067,823 | $34,330,509 | $0 | -$34,330,509 | 2025-02-14 |
|---|
| Q4 2024 | NXDR
NEXTDOOR HOLDINGS INC | United States | COM CL A | 2,000,000 | 0 | -2,000,000 | $4,960,000 | $0 | -$4,960,000 | 2025-02-14 |
|---|
| Q4 2024 | RDDT
REDDIT INC | United States | CL A | 30,000 | 0 | -30,000 | $1,977,600 | $0 | -$1,977,600 | 2025-02-14 |
|---|
| Q4 2024 | SNOW
SNOWFLAKE INC | United States | CL A | 500 | 0 | -500 | $57,430 | $0 | -$57,430 | 2025-02-14 |
|---|
| Q3 2024 | TOST
TOAST INC | United States | CL A | 3,473,838 | 0 | -3,473,838 | $89,520,805 | $0 | -$89,520,805 | 2024-11-14 |
|---|
| Q3 2024 | AFRM
AFFIRM HLDGS INC | United States | COM CL A | 1,496,824 | 0 | -1,496,824 | $45,219,053 | $0 | -$45,219,053 | 2024-11-14 |
|---|
| Q3 2024 | PTON
PELOTON INTERACTIVE INC | United States | CL A COM | 11,288,305 | 0 | -11,288,305 | $38,154,471 | $0 | -$38,154,471 | 2024-11-14 |
|---|
| Q3 2024 | DT
DYNATRACE INC | United States | COM NEW | 338,487 | 0 | -338,487 | $15,143,908 | $0 | -$15,143,908 | 2024-11-14 |
|---|
| Q3 2024 | KVYO
KLAVIYO INC | United States | COM SER A | 500,000 | 0 | -500,000 | $12,445,000 | $0 | -$12,445,000 | 2024-11-14 |
|---|
| Q3 2024 | MRVI
MARAVAI LIFESCIENCES HLDGS I | United States | COM CL A | 750,468 | 0 | -750,468 | $5,373,351 | $0 | -$5,373,351 | 2024-11-14 |
|---|
| Q3 2024 | WAY
WAYSTAR HLDG CORP | United States | COM | 200,000 | 0 | -200,000 | $4,300,000 | $0 | -$4,300,000 | 2024-11-14 |
|---|
| Q3 2024 | TEM
TEMPUS AI INC | United States | CL A | 50,000 | 0 | -50,000 | $1,750,000 | $0 | -$1,750,000 | 2024-11-14 |
|---|
| Q2 2024 | NCNO
NCINO INC | United States | COM | 1,771,454 | 0 | -1,771,454 | $66,216,951 | $0 | -$66,216,951 | 2024-08-14 |
|---|
| Q2 2024 | GRAB
GRAB HOLDINGS LIMITED | | CLASS A ORD | 8,509,619 | 0 | -8,509,619 | $26,720,204 | $0 | -$26,720,204 | 2024-08-14 |
|---|
| Q2 2024 | ALAB
ASTERA LABS INC | United States | COM | 300,000 | 0 | -300,000 | $22,257,000 | $0 | -$22,257,000 | 2024-08-14 |
|---|
| Q2 2024 | TBBB
BBB FOODS INC | | CL A COM | 800,000 | 0 | -800,000 | $19,024,000 | $0 | -$19,024,000 | 2024-08-14 |
|---|
| Q2 2024 | AS
AMER SPORTS INC | Cayman Islands | COM SHS | 300,000 | 0 | -300,000 | $4,890,000 | $0 | -$4,890,000 | 2024-08-14 |
|---|
| Q1 2024 | CARG
CARGURUS INC | United States | COM CL A | 1,837,399 | 0 | -1,837,399 | $44,391,560 | $0 | -$44,391,560 | 2024-05-15 |
|---|
| Q1 2024 | CWAN
CLEARWATER ANALYTICS HLDGS I | United States | CL A | 893,361 | 0 | -893,361 | $17,894,021 | $0 | -$17,894,021 | 2024-05-15 |
|---|
| Q1 2024 | CART
MAPLEBEAR INC | United States | COM | 751,285 | 0 | -751,285 | $17,632,659 | $0 | -$17,632,659 | 2024-05-15 |
|---|
| Q1 2024 | BIRK
BIRKENSTOCK HOLDING PLC | United Kingdom | COM SHS | 300,000 | 0 | -300,000 | $14,619,000 | $0 | -$14,619,000 | 2024-05-15 |
|---|
| Q3 2016 | LBRDA
LIBERTY BROADBAND CORP | United States | COM SER A | 95,458 | 0 | -95,458 | $5,670,000 | $0 | -$5,670,000 | 2016-11-14 |
|---|
| Q3 2016 | GDDY
GODADDY INC | United States | CL A | 127,692 | 0 | -127,692 | $3,983,000 | $0 | -$3,983,000 | 2016-11-14 |
|---|
| Q2 2016 | FRPT
FRESHPET INC | United States | COM | 98,207 | 0 | -98,207 | $720,000 | $0 | -$720,000 | 2016-08-15 |
|---|
| Q1 2016 | ETSY
ETSY INC | United States | COM | 519,690 | 0 | -519,690 | $4,293,000 | $0 | -$4,293,000 | 2016-05-16 |
|---|
| Q4 2015 | YELP
YELP INC | United States | CL A | 767,636 | 0 | -767,636 | $16,627,000 | $0 | -$16,627,000 | 2016-02-16 |
|---|
| Q4 2015 | OLLI
OLLIES BARGAIN OUTLT HLDGS I | United States | COM | 110,000 | 0 | -110,000 | $1,779,000 | $0 | -$1,779,000 | 2016-02-16 |
|---|
| Q3 2015 | ZG
ZILLOW GROUP INC | United States | CL A | 228,700 | 0 | -228,700 | $19,837,000 | $0 | -$19,837,000 | 2015-11-16 |
|---|
| Q3 2015 | EQIX
EQUINIX INC | United States | COM PAR $0.001 | 17,100 | 0 | -17,100 | $4,343,000 | $0 | -$4,343,000 | 2015-11-16 |
|---|
| Q2 2015 | FRPT
FRESHPET INC | United States | COM | 251,805 | 0 | -251,805 | $4,893,000 | $0 | -$4,893,000 | 2015-08-14 |
|---|