Dragoneer Investment Group, LLC
SAN FRANCISCO CA · SEC CIK 0001602189
$28.34亿2026Q2 申报市值
12持仓数
98.4%前十大占比 · 第一大 48.2%
5 / 10新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SPCX 新建仓+$13.67亿
AMD 新建仓+$5.48亿
AMZN 新建仓+$3.03亿
INIO 新建仓+$1.13亿
CBRS 新建仓+$8,840.00万
2026Q2 卖出最多 按季末市值估算
NVDA 清仓-$6.50亿
CPNG 清仓-$5.26亿
META 清仓-$4.08亿
CVNA 清仓-$3.94亿
GLBE 减仓-$3.51亿
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| SPCX | SPACE EXPLORATION TECHN CORP | $13.67亿 | 48.22% | 8,000,000 | 8,000,000 | — | $13.67亿 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $5.48亿 | 19.35% | 943,987 | 943,987 | — | $5.48亿 | 新建仓 |
| AMZN | AMAZON COM INC | $3.03亿 | 10.69% | 1,271,500 | 1,271,500 | — | $3.03亿 | 新建仓 |
| INIO | INNIO NV | $1.13亿 | 3.98% | 2,850,000 | 2,850,000 | — | $1.13亿 | 新建仓 |
| KLAR | KLARNA GROUP PLC | $9,827.78万 | 3.47% | 4,855,622 | -948,142 | -16.3% | -$1,919.04万 | 减仓 |
| CBRS | CEREBRAS SYSTEMS INC | $8,840.00万 | 3.12% | 400,000 | 400,000 | — | $8,840.00万 | 新建仓 |
| CHYM | CHIME FINL INC | $8,824.83万 | 3.11% | 4,308,999 | 0 | 0.0% | — | 不变 |
| TTAN | SERVICETITAN INC | $7,077.26万 | 2.50% | 1,000,885 | 0 | 0.0% | — | 不变 |
| NU | NU HLDGS LTD | $6,618.94万 | 2.34% | 4,954,299 | 0 | 0.0% | — | 不变 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $4,745.29万 | 1.67% | 9,196,301 | 0 | 0.0% | — | 不变 |
| GLBE | GLOBAL E ONLINE LTD | $3,543.55万 | 1.25% | 1,020,315 | -10,095,314 | -90.8% | -$3.51亿 | 减仓 |
| ROOT | ROOT INC | $862.96万 | 0.30% | 154,320 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $0 | 0.00% | 0 | -3,728,387 | -100.0% | -$6.50亿 | 清仓 |
| CPNG | COUPANG INC | $0 | 0.00% | 0 | -27,852,856 | -100.0% | -$5.26亿 | 清仓 |
| META | META PLATFORMS INC | $0 | 0.00% | 0 | -712,800 | -100.0% | -$4.08亿 | 清仓 |
| CVNA | CARVANA CO | $0 | 0.00% | 0 | -6,264,800 | -100.0% | -$3.94亿 | 清仓 |
| XYZ | BLOCK INC | $0 | 0.00% | 0 | -2,918,392 | -100.0% | -$1.76亿 | 清仓 |
| SAIL | SAILPOINT INC | $0 | 0.00% | 0 | -8,000,000 | -100.0% | -$1.06亿 | 清仓 |
| DDOG | DATADOG INC | $0 | 0.00% | 0 | -271,800 | -100.0% | -$3,208.60万 | 清仓 |
| WLTH | WEALTHFRONT CORP | $0 | 0.00% | 0 | -654,338 | -100.0% | -$605.26万 | 清仓 |
| OSCR | OSCAR HEALTH INC | $0 | 0.00% | 0 | -365,573 | -100.0% | -$419.31万 | 清仓 |
| GTM | ZOOMINFO TECHNOLOGIES INC | $0 | 0.00% | 0 | -670,000 | -100.0% | -$400.66万 | 清仓 |