Michael Dimitruk
Dragoneer Investment Group, Llc
Assets Managed
$3.002B
Holdings
17
Last Quarter
2026 - Q1
Filed Date
1mo 9d ago
Growth Rate
-34.53%(2Q avg: -16.64%)
Sustained Growth
0 quarters
Portfolio positions
This chart displays the top 10 holdings in Dragoneer Investment Group, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 17 positions.
Assets under management
The assets under management (AUM) of Dragoneer Investment Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 3.002B in assets, with a quarterly growth rate of -34.53% and a 2-quarter average growth rate of -16.64%. The portfolio is managed by Michael Dimitruk, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
NVDA Nvidia Corp
| 21.66% | $650.231M 3.728M shares@ $174.41 avg price | Increased 40.78% |
CPNG Coupang Inc
| 17.52% | $525.862M 27.853M shares@ $18.88 avg price | Increased 29.09% |
META Meta Platforms Inc-class A
| 13.59% | $407.814M 712,800 shares@ $572.13 avg price | New Position |
CVNA Carvana Co
| 13.13% | $393.906M 1.253M shares@ $314.39 avg price | Increased 27.93% |
GLBE Global-e Online Ltd
| 11.43% | $342.917M 11.116M shares@ $30.86 avg price | Decreased -2.19% |
SQ Block Inc
| 5.86% | $175.629M 2.918M shares@ $60.19 avg price | Decreased -41.37% |
SAIL Sailpoint Inc
| 3.53% | $105.92M 8M shares@ $13.24 avg price | |
CHYM Chime Financial Inc-cl A
| 2.69% | $80.708M 4.309M shares@ $18.73 avg price | Decreased -49.59% |
KLAR Klarna Group Plc
| 2.54% | $75.971M 5.804M shares@ $13.09 avg price | Decreased -29.93% |
NU Nu Holdings Ltd Cayman Isl-a
| 2.38% | $71.193M 4.954M shares@ $14.38 avg price |
1-10 of 17