Featured 13F manager
Dragoneer Investment Group, LLC Marc Stad
San Francisco, CA 20 processed 13Fs on this site · 2021 Q3–2026 Q2
- $2.8B
- 12 Positions
- 2026 Q2
- −5.6% QoQ
- Top 5 85.7%
Portfolio
top 5 85.7% · top 10 98.4%
- SPCX - Space Exploration Techn · CLASS A 48.2%
- AMD - Advanced Micro Devices 19.3%
- AMZN - Amazon 10.7%
- INIO - Innio 4.0%
- KLAC - Klarna Group 3.5%
- CBRS - Cerebras Systems · CL A 3.1%
- CHYM - Chime Finl · CL A 3.1%
- TTAN - Servicetitan · CL A 2.5%
- NU — · CL A 2.3%
- CCC — 1.7%
- GLBE - Global E Online 1.3%
- ROOT — · CL A 0.3%
AUM over time
Latest book
| SPCX - Space Exploration Techn · CLASS A | 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 · CL A | 3.12% | New | 400,000 | $221.00 | $88M | +400,000 | +$88M |
| CHYM - Chime Finl · CL A | 3.11% | Hold | 4,308,999 | $20.48 | $88M | — | — |
| TTAN - Servicetitan · CL A | 2.50% | Hold | 1,000,885 | $70.71 | $71M | — | — |
| NU — · CL A | 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% | Reduce −90.8% | 1,020,315 | $34.73 | $35M | −10,095,314 | −$307M |
| ROOT — · CL A | 0.30% | Hold | 154,320 | $55.92 | $9M | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2026 Q1
| 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 · CL A | 17.52% | Exit | 0 | $18.88 | $526M | −27,852,856 | −$526M |
| META - Meta Platforms · CL A | 13.58% | Exit | 0 | $572.13 | $408M | −712,800 | −$408M |
| CVNA - Carvana · CL A | 13.12% | Exit | 0 | $314.38 | $394M | −1,252,960 | −$394M |
| XYZ - Block · CL A | 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 · CL A | 1.07% | Exit | 0 | $118.05 | $32M | −271,800 | −$32M |
| WLTH - Wealthfront | 0.20% | Exit | 0 | $9.25 | $6M | −654,338 | −$6M |
| OSCR - Oscar Health · CL A | 0.14% | Exit | 0 | $11.47 | $4M | −365,573 | −$4M |
| GTM - Zoominfo Technologies | 0.13% | Exit | 0 | $5.98 | $4M | −670,000 | −$4M |
Filings history
20 periods · normalized AUM · open a period for holdings
| Period | Holdings | 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 Q3–2026 Q2