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Dragoneer Investment Group, LLC Marc Stad

San Francisco, CA 20 processed 13Fs on this site, 2021 Q3 to 2026 Q2

  • $2.8B
  • 12 holdings
  • 2026 Q2
  • −5.6% QoQ
  • Top 5 85.7%

Marc Stad's biggest moves in 2026 Q2 were opening Space Exploration and Advanced Micro Devices, trimming Global E Online and Klarna Group, and selling out of Nvidia and Coupang.

Portfolio

2026 Q2, filed 8/14/2026, 12 holdings

Top 5 85.7%, top 10 98.4%

  1. SPCX, Space Exploration 48.2%
  2. AMD, Advanced Micro Devices 19.3%
  3. AMZN, Amazon 10.7%
  4. INIO, Innio 4.0%
  5. KLAC, Klarna Group 3.5%
  6. CBRS, Cerebras Systems 3.1%
  7. CHYM, Chime Financial 3.1%
  8. TTAN, Servicetitan 2.5%
  9. NU, Nu Holdings 2.3%
  10. CCC 1.7%
  11. GLBE, Global E Online 1.3%
  12. ROOT 0.3%

AUM over time

2026 Q2 $2.8B −5.6% QoQ
2021 Q3: $7.6B 2021 Q3: $7.6B
Q3 2021
2021 Q4: $8.7B, +14.7% QoQ 2021 Q4: $8.7B, +14.7% QoQ
Q4
2022 Q1: $7.8B, −10.0% QoQ 2022 Q1: $7.8B, −10.0% QoQ
Q1 2022
2022 Q2: $3.9B, −50.2% QoQ 2022 Q2: $3.9B, −50.2% QoQ
Q2
2022 Q3: $3.8B, −2.7% QoQ 2022 Q3: $3.8B, −2.7% QoQ
Q3
2022 Q4: $3.2B, −15.1% QoQ 2022 Q4: $3.2B, −15.1% QoQ
Q4
2023 Q1: $4.2B, +30.8% QoQ 2023 Q1: $4.2B, +30.8% QoQ
Q1 2023
2023 Q2: $4.8B, +14.7% QoQ 2023 Q2: $4.8B, +14.7% QoQ
Q2
2023 Q3: $4.3B, −10.3% QoQ 2023 Q3: $4.3B, −10.3% QoQ
Q3
2023 Q4: $4.6B, +6.0% QoQ 2023 Q4: $4.6B, +6.0% QoQ
Q4
2024 Q1: $4.3B, −6.2% QoQ 2024 Q1: $4.3B, −6.2% QoQ
Q1 2024
2024 Q2: $5.2B, +21.2% QoQ 2024 Q2: $5.2B, +21.2% QoQ
Q2
2024 Q3: $5.8B, +9.9% QoQ 2024 Q3: $5.8B, +9.9% QoQ
Q3
2024 Q4: $5.7B, −0.4% QoQ 2024 Q4: $5.7B, −0.4% QoQ
Q4
2025 Q1: $4.8B, −17.0% QoQ 2025 Q1: $4.8B, −17.0% QoQ
Q1 2025
2025 Q2: $4.9B, +3.1% QoQ 2025 Q2: $4.9B, +3.1% QoQ
Q2
2025 Q3: $4.5B, −7.6% QoQ 2025 Q3: $4.5B, −7.6% QoQ
Q3
2025 Q4: $4.6B, +1.3% QoQ 2025 Q4: $4.6B, +1.3% QoQ
Q4
2026 Q1: $3B, −34.5% QoQ 2026 Q1: $3B, −34.5% QoQ
Q1 2026
2026 Q2: $2.8B, −5.6% QoQ 2026 Q2: $2.8B, −5.6% QoQ
Q2

Latest book

2026 Q2 2026 Q1, filed 14 Aug, long equity only

Download CSV Download Excel All activity
SPCX, Space Exploration 48.22% New 8,000,000 $170.86 $1.4B +8,000,000 +$1.4B
AMD, Advanced Micro Devices 19.35% New 943,987 $580.91 $548M +943,987 +$548M
AMZN, Amazon 10.69% New 1,271,500 $238.34 $303M +1,271,500 +$303M
INIO, Innio 3.98% New 2,850,000 $39.55 $113M +2,850,000 +$113M
KLAC, Klarna Group 3.47% Reduce −16.3% 4,855,622 $20.24 $98M −948,142 +$22M
CBRS, Cerebras Systems 3.12% New 400,000 $221.00 $88M +400,000 +$88M
CHYM, Chime Financial 3.11% Hold 4,308,999 $20.48 $88M — —
TTAN, Servicetitan 2.50% Hold 1,000,885 $70.71 $71M — —
NU, Nu Holdings 2.34% Hold 4,954,299 $13.36 $66M — —
CCC 1.67% Hold 9,196,301 $5.16 $47M — —
GLBE, Global E Online 1.25%, was 11.42% Reduce −90.8% 1,020,315 $34.73 $35M −10,095,314 −$307M
ROOT 0.30% Hold 154,320 $55.92 $8.6M — —

Exits / last held

Gone since 2026 Q1, shown at their last reported size.

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
NVDA, Nvidia 21.66% Exit 0 $174.40 $650M −3,728,387 −$650M
CPNG, Coupang 17.52% Exit 0 $18.88 $526M −27,852,856 −$526M
META, Meta Platforms 13.58% Exit 0 $572.13 $408M −712,800 −$408M
CVNA, Carvana 13.12% Exit 0 $314.38 $394M −1,252,960 −$394M
XYZ, Block 5.85% Exit 0 $60.18 $176M −2,918,392 −$176M
SAIL, Sailpoint 3.53% Exit 0 $13.24 $106M −8,000,000 −$106M
DDOG, Datadog 1.07% Exit 0 $118.05 $32M −271,800 −$32M
WLTH, Wealthfront 0.20% Exit 0 $9.25 $6.1M −654,338 −$6.1M
OSCR, Oscar Health 0.14% Exit 0 $11.47 $4.2M −365,573 −$4.2M
GTM, Zoominfo Technologies 0.13% Exit 0 $5.98 $4M −670,000 −$4M

Weight bar: held both quarters added sold at this quarter’s reported price

* Reported price is value ÷ shares from the 13F as of period end, not a live market quote. Weight % is each long-equity position ÷ full 13F AUM, so rows may not sum to 100% when the filing includes options or other non-equity (excluded from this table). Share change and $ change are vs 2026 Q1. Click a column header to sort, or New, Hold, Add or Reduce to bring those moves to the top. Exit opens the last-held block below.

Filings history

20 periods, with AUM normalized

Newest 13Fs
Period Holds AUM QoQ Form Filed Filing ID
2026 Q2 12 $2.8B −5.6% 13F-HR 8/14/2026 000119312526350447
2026 Q1 17 $3B −34.5% 13F-HR 5/15/2026 000119312526225175
2025 Q4 27 $4.6B +1.3% 13F-HR 2/17/2026 000119312526052974
2025 Q3 26 $4.5B −7.6% 13F-HR 11/14/2025 000119312525281469
2025 Q2 20 $4.9B +3.1% 13F-HR 8/14/2025 000095012325007994
2025 Q1 22 $4.8B −17.0% 13F-HR 5/15/2025 000095012325005403
2024 Q4 23 $5.7B −0.4% 13F-HR 2/14/2025 000095012325002260
2024 Q3 24 $5.8B +9.9% 13F-HR 11/14/2024 000095012324011513
2024 Q2 33 $5.2B +21.2% 13F-HR 8/14/2024 000095012324008380
2024 Q1 29 $4.3B −6.2% 13F-HR 5/15/2024 000095012324005231
2023 Q4 28 $4.6B +6.0% 13F-HR 2/14/2024 000095012324002166
2023 Q3 29 $4.3B −10.3% 13F-HR 11/14/2023 000095012323010960
2023 Q2 26 $4.8B +14.7% 13F-HR 8/14/2023 000095012323008232
2023 Q1 30 $4.2B +30.8% 13F-HR 5/15/2023 000095012323004925
2022 Q4 31 $3.2B −15.1% 13F-HR 2/14/2023 000095012323002477
2022 Q3 35 $3.8B −2.7% 13F-HR 11/14/2022 000095012322012035
2022 Q2 39 $3.9B −50.2% 13F-HR 8/15/2022 000095012322009264
2022 Q1 52 $7.8B −10.0% 13F-HR 5/16/2022 000095012322006499
2021 Q4 64 $8.7B +14.7% 13F-HR 2/15/2022 000160218922000003
2021 Q3 72 $7.6B — 13F-HR 11/15/2021 000160218921000008

About

Dragoneer Investment Group, LLC

20 processed 13Fs on this site, 2021 Q3 to 2026 Q2

Notable person
Marc Stad
SEC filing name
Dragoneer Investment Group, LLC
Location
San Francisco, CA
All SEC filings
View on sec.gov