Manager

Marc Stad

SEC filing name: Dragoneer Investment Group, LLC

All 13F filings

Notable person
Marc Stad
SEC filing name
Dragoneer Investment Group, LLC
Location
San Francisco, CA
CIK
0001602189
All SEC filings
View on sec.gov

AUM over time

13F holdings value ($ millions)

showing latest · scroll left for older quarters

Portfolio

Latest Disclosed Portfolio

2026 Q1 · filed 5/15/2026 · 17 long positions · top 12 shown

  1. NVIDIA CORPORATION - NVDA 21.7%
  2. COUPANG INC - CPNG 17.5%
  3. META PLATFORMS INC - META 13.6%
  4. CARVANA CO - CVNA 13.1%
  5. GLOBAL E ONLINE LTD 11.4%
  6. BLOCK INC - SQ 5.9%
  7. SAILPOINT INC 3.5%
  8. CHIME FINL INC 2.7%
  9. KLARNA GROUP PLC - KLAC 2.5%
  10. NU HLDGS LTD 2.4%
  11. SERVICETITAN INC 2.1%
  12. CCC INTELLIGENT SOLUTIONS HL 1.8%
  13. Other 1.8%

This quarter’s activity

2026 Q1 vs 2025 Q4 · filed 5/15/2026

all activity → full comparison →
Action Issuer Δ Shares Δ Port %
New META · Meta Platforms Inc. +712,800 +13.58 pp
Exit Dayforce Inc. -4,749,842 -7.16 pp
Exit MELI · Mercadolibre Inc. -160,193 -7.04 pp
Exit PDD · Pdd Holdings Inc. -1,835,428 -4.54 pp
Exit Duolingo Inc. -1,159,887 -4.44 pp
Reduce KLAC · Klarna Group PLC -2,479,852 -2.69 pp
Add NVDA · Nvidia Corporation +1,080,000 +10.89 pp
Reduce SQ · Block Inc. -2,059,763 -1.22 pp
Exit Expand Energy Corporation -1,319,618 -3.18 pp
Reduce Chime Finl Inc. -4,239,885 -2.00 pp
Reduce Global E Online Ltd -249,399 +1.68 pp
Exit Comstock Res Inc. -4,298,202 -2.17 pp
Filing ID Report period Holdings Value ($000) Form type Date filed Name
000119312526225175 Q1 2026 17 3,001,999,146 13F-HR 5/15/2026 Dragoneer Investment Group, LLC
000119312526052974 Q4 2025 27 4,585,865,307 13F-HR 2/17/2026 Dragoneer Investment Group, LLC
000119312525281469 Q3 2025 26 4,528,974,897 13F-HR 11/14/2025 Dragoneer Investment Group, LLC
000095012325007994 Q2 2025 20 4,899,068,860 13F-HR 8/14/2025 Dragoneer Investment Group, LLC
000095012325005403 Q1 2025 22 4,753,209,472 13F-HR 5/15/2025 Dragoneer Investment Group, LLC
000095012325002260 Q4 2024 23 5,726,061,528 13F-HR 2/14/2025 Dragoneer Investment Group, LLC
000095012324011513 Q3 2024 24 5,751,331,236 13F-HR 11/14/2024 Dragoneer Investment Group, LLC
000095012324008380 Q2 2024 33 5,234,524,600 13F-HR 8/14/2024 Dragoneer Investment Group, LLC
000095012324005231 Q1 2024 29 4,318,743,453 13F-HR 5/15/2024 Dragoneer Investment Group, LLC
000095012324002166 Q4 2023 28 4,606,324,887 13F-HR 2/14/2024 Dragoneer Investment Group, LLC
000095012323010960 Q3 2023 29 4,344,574,699 13F-HR 11/14/2023 Dragoneer Investment Group, LLC
000095012323008232 Q2 2023 26 4,843,014,473 13F-HR 8/14/2023 Dragoneer Investment Group, LLC
000095012323004925 Q1 2023 30 4,223,548,827 13F-HR 5/15/2023 Dragoneer Investment Group, LLC
000095012323002477 Q4 2022 31 3,229,173,192 13F-HR 2/14/2023 Dragoneer Investment Group, LLC
000095012322012035 Q3 2022 35 3,801,986 13F-HR 11/14/2022 Dragoneer Investment Group, LLC
000095012322009264 Q2 2022 39 3,907,366 13F-HR 8/15/2022 Dragoneer Investment Group, LLC
000095012322006499 Q1 2022 52 7,839,358 13F-HR 5/16/2022 Dragoneer Investment Group, LLC
000160218922000003 Q4 2021 64 8,712,751 13F-HR 2/15/2022 Dragoneer Investment Group, LLC
000160218921000008 Q3 2021 72 7,594,920 13F-HR 11/15/2021 Dragoneer Investment Group, LLC