Dragoneer Investment Group

NewSPCX48.2% of the bookNewAMD19.3% of the bookNewAMZN10.7% of the bookNewINIO4.0% of the bookTrimmedGLBE90.8% fewer sharesTrimmedKLAR16.3% fewer shares

Holdings as of Jun 30 (Q2 2026), filed 45 days later (the report at the SEC)

NewMETA13.6% of the bookAddedNVDA40.8% more sharesAddedCPNG29.1% more sharesAddedCVNA27.9% more sharesTrimmedXYZ41.4% fewer sharesTrimmedCHYM49.6% fewer shares

Holdings as of Mar 31 (Q1 2026), filed 45 days later (the report at the SEC)

NewEXE3.2% of the bookNewCRK2.2% of the bookNewNAVN0.8% of the bookNewMDLN0.5% of the bookAddedCPNG47.1% more sharesAddedCVNA44.3% more shares

Holdings as of Dec 31 (Q4 2025), filed 48 days later (the report at the SEC)

NewKLAR6.7% of the bookNewCVNA5.7% of the bookNewMELI5.3% of the bookNewFLNC1.5% of the bookAddedDUOL324% more sharesAddedGLBE18.2% more shares

Holdings as of Sep 30 (Q3 2025), filed 45 days later (the report at the SEC)

NewNVDA10.3% of the bookNewCHYM6.0% of the bookNewHNGE0.1% of the bookAddedDDOG729% more sharesAddedINSP81.4% more sharesAddedGLBE20.5% more shares

Holdings as of Jun 30 (Q2 2025), filed 45 days later (the report at the SEC)

NewINTU8.3% of the bookNewSAIL3.2% of the bookNewKRMN0.6% of the bookAddedXYZ79.9% more sharesAddedCPNG25.5% more sharesAddedDUOL18.0% more shares

Holdings as of Mar 31 (Q1 2025), filed 45 days later (the report at the SEC)