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Funds (13F)

Dragoneer Investment Group, LLC

Backtest from 20 Feb 2015 to 2 Nov 2026 · weekly · hypothetical

Watch this strategy
Return a year
+8.3%
S&P 500 +13.4%
Last 12 months
−20.5%
S&P 500 +12.1%
Sharpe ratio
0.34
S&P 500 0.71
Biggest drop
−70.5%
S&P 500 −31.8%
$10.0k$20.0k$40.0k 201520172019202120232025 $43.5k$25.5k
StrategyS&P 500 $10,000 in Dragoneer Investment Group, LLC from 20 Feb 2015 against the S&P 500 (total return) over the same dates, marked weekly, log scale. Hypothetical: before taxes and trading costs.

About

Copies Dragoneer Investment Group, LLC's quarterly 13F holdings in the companies we cover, weighted by reported value: it buys on the first trading day after each 13F is filed (up to 45 days after the quarter) and holds until the next filing. A 13F shows long US-listed positions only, at the quarter's end, so this misses shorts, cash, bonds, non-US holdings and trading within the quarter.

Dragoneer Investment Group, LLC's 13F holdings →

Key statistics

MeasureStrategyS&P 500
Return a year (compound)+8.3%+13.4%
Total return+155%+335%
Last 12 months−20.5%+12.1%
Last 3 months+0.5%—
Last month−13.8%—
This year so far−18.5%—
Volatility a year33.3%16.5%
Sharpe ratio0.340.71
Biggest drop−70.5%−31.8%
Beta to the S&P 5001.401.00
Alpha a year (t-statistic)−5.0% (−0.72)—
Share of weeks up54%—

Sharpe ratio uses returns above the 3-month Treasury bill rate. Alpha is the yearly return left after allowing for the strategy's exposure to the S&P 500 (CAPM); a t-statistic below about 2 means it cannot be told apart from luck.

Insights

CompanyWeightHeld sinceReturn since
SPCX48.2%——
AMD19.4%——
AMZN10.7%——
INIO4.0%——
KLAR3.5%——
CBRS3.1%——
CHYM3.1%——
TTAN2.5%——
NU2.3%——
CCC1.7%——
GLBE1.3%——
ROOT0.3%——

Weighted by reported value in the latest 13F, held until the next filing.

PeriodReturn a yearS&P 500SharpeS&P 500Biggest dropBetaAlpha (t)
Whole backtest20 Feb 2015 to 2 Nov 2026+8.3%+13.4%0.340.71−70.5%1.40−5.0% (−0.72)
2018 onwards5 Jan 2018 to 2 Nov 2026+5.0%+13.9%0.230.66−70.5%1.39−8.1% (−0.94)
Last three years3 Nov 2023 to 2 Nov 2026+9.0%+21.8%0.291.16−36.8%1.38−14.5% (−1.31)
Last year7 Nov 2025 to 2 Nov 2026−18.3%+14.2%−0.640.84−30.1%1.74−36.5% (−1.65)
DateCompanyAction
21 Aug 2026SPCXBought
21 Aug 2026INIOBought
21 Aug 2026CBRSBought
21 Aug 2026AMZNBought
21 Aug 2026AMDBought
22 May 2026METABought
20 Feb 2026WLTHBought
20 Feb 2026NAVNBought
20 Feb 2026MDLNBought
20 Feb 2026EXEBought
20 Feb 2026CRKBought
21 Nov 2025STUBBought
21 Nov 2025PTRNBought
21 Nov 2025MELIBought
21 Nov 2025KLARBought
21 Nov 2025GEMIBought
21 Nov 2025FLNCBought
21 Nov 2025FIGBought
21 Nov 2025CVNABought
21 Nov 2025ARXBought
15 Aug 2025NVDABought
15 Aug 2025HNGEBought
15 Aug 2025CHYMBought
16 May 2025SAILBought
16 May 2025KRMNBought

Dated at the rebalance that made the change.

DateCompanyAction
21 Aug 2026XYZSold
21 Aug 2026WLTHSold
21 Aug 2026SAILSold
21 Aug 2026OSCRSold
21 Aug 2026NVDASold
21 Aug 2026METASold
21 Aug 2026GTMSold
21 Aug 2026DDOGSold
21 Aug 2026CVNASold
21 Aug 2026CPNGSold
22 May 2026PDDSold
22 May 2026NAVNSold
22 May 2026MELISold
22 May 2026MDLNSold
22 May 2026GEMISold
22 May 2026FIGSold
22 May 2026EXESold
22 May 2026DUOLSold
22 May 2026CRKSold
20 Feb 2026STUBSold
20 Feb 2026PTRNSold
20 Feb 2026FLNCSold
20 Feb 2026ARXSold
21 Nov 2025INSPSold
21 Nov 2025HNGESold

Dated at the rebalance that made the change.

Backtests are hypothetical and use today's listed companies only, which flatters results. Past performance does not predict future returns. This is research, not investment advice. How we backtest