Dragoneer Investment Group, LLC
SAN FRANCISCO CA · SEC CIK 0001602189
$30.02亿2026Q1 申报市值
17持仓数
94.3%前十大占比 · 第一大 21.7%
1 / 11新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
META 新建仓+$4.08亿
NVDA 加仓+$1.88亿
CPNG 加仓+$1.18亿
CVNA 加仓+$8,598.29万
2026Q1 卖出最多 按季末市值估算
DAYFORCE INC 清仓-$3.28亿
MELI 清仓-$3.23亿
PDD 清仓-$2.08亿
DUOL 清仓-$2.04亿
EXE 清仓-$1.46亿
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| — | DAYFORCE INC | $0 | 0.00% | 0 | -4,749,842 | -100.0% | -$3.28亿 | 清仓 |
| MELI | MERCADOLIBRE INC | $0 | 0.00% | 0 | -160,193 | -100.0% | -$3.23亿 | 清仓 |
| PDD | PDD HOLDINGS INC | $0 | 0.00% | 0 | -1,835,428 | -100.0% | -$2.08亿 | 清仓 |
| DUOL | DUOLINGO INC | $0 | 0.00% | 0 | -1,159,887 | -100.0% | -$2.04亿 | 清仓 |
| EXE | EXPAND ENERGY CORPORATION | $0 | 0.00% | 0 | -1,319,618 | -100.0% | -$1.46亿 | 清仓 |
| CRK | COMSTOCK RES INC | $0 | 0.00% | 0 | -4,298,202 | -100.0% | -$9,963.23万 | 清仓 |
| — | JAMF HLDG CORP | $0 | 0.00% | 0 | -4,328,286 | -100.0% | -$5,631.10万 | 清仓 |
| NAVN | NAVAN INC | $0 | 0.00% | 0 | -2,095,507 | -100.0% | -$3,579.13万 | 清仓 |
| MDLN | MEDLINE INC | $0 | 0.00% | 0 | -525,000 | -100.0% | -$2,205.00万 | 清仓 |
| FIG | FIGMA INC | $0 | 0.00% | 0 | -431,165 | -100.0% | -$1,611.26万 | 清仓 |
| — | GEMINI SPACE STA INC | $0 | 0.00% | 0 | -810,000 | -100.0% | -$803.52万 | 清仓 |
| GTM | ZOOMINFO TECHNOLOGIES INC | $400.66万 | 0.13% | 670,000 | 0 | 0.0% | — | 不变 |
| OSCR | OSCAR HEALTH INC | $419.31万 | 0.14% | 365,573 | -291,862 | -44.4% | -$334.77万 | 减仓 |
| WLTH | WEALTHFRONT CORP | $605.26万 | 0.20% | 654,338 | 0 | 0.0% | — | 不变 |
| ROOT | ROOT INC | $681.63万 | 0.23% | 154,320 | 0 | 0.0% | — | 不变 |
| DDOG | DATADOG INC | $3,208.60万 | 1.07% | 271,800 | 0 | 0.0% | — | 不变 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $5,517.78万 | 1.84% | 9,196,301 | 0 | 0.0% | — | 不变 |
| TTAN | SERVICETITAN INC | $6,351.62万 | 2.12% | 1,000,885 | 0 | 0.0% | — | 不变 |
| NU | NU HLDGS LTD | $7,119.33万 | 2.37% | 4,954,299 | 0 | 0.0% | — | 不变 |
| KLAR | KLARNA GROUP PLC | $7,597.13万 | 2.53% | 5,803,764 | -2,479,852 | -29.9% | -$3,246.13万 | 减仓 |
| CHYM | CHIME FINL INC | $8,070.76万 | 2.69% | 4,308,999 | -4,239,885 | -49.6% | -$7,941.30万 | 减仓 |
| SAIL | SAILPOINT INC | $1.06亿 | 3.53% | 8,000,000 | 0 | 0.0% | — | 不变 |
| XYZ | BLOCK INC | $1.76亿 | 5.85% | 2,918,392 | -2,059,763 | -41.4% | -$1.24亿 | 减仓 |
| GLBE | GLOBAL E ONLINE LTD | $3.43亿 | 11.42% | 11,115,629 | -249,399 | -2.2% | -$769.40万 | 减仓 |
| CVNA | CARVANA CO | $3.94亿 | 13.12% | 1,252,960 | 273,500 | 27.9% | $8,598.29万 | 加仓 |
| META | META PLATFORMS INC | $4.08亿 | 13.58% | 712,800 | 712,800 | — | $4.08亿 | 新建仓 |
| CPNG | COUPANG INC | $5.26亿 | 17.52% | 27,852,856 | 6,276,300 | 29.1% | $1.18亿 | 加仓 |
| NVDA | NVIDIA CORPORATION | $6.50亿 | 21.66% | 3,728,387 | 1,080,000 | 40.8% | $1.88亿 | 加仓 |