Manager activity
Dragoneer Investment Group, LLC
Marc Stad
New
5
Reduce
2
Exit
10
17 shown
| ticker | action | Δ port | detail | period |
|---|---|---|---|---|
| SPCX | New | +48.22 pp | opened 48.2% | Q1→Q2 |
| AMD | New | +19.35 pp | opened 19.4% | Q1→Q2 |
| AMZN | New | +10.69 pp | opened 10.7% | Q1→Q2 |
| INIO | New | +3.98 pp | opened 4.0% | Q1→Q2 |
| CBRS | New | +3.12 pp | opened 3.1% | Q1→Q2 |
| NVDA | Exit | −21.66 pp | was 21.7% | Q1→Q2 |
| CPNG | Exit | −17.52 pp | was 17.5% | Q1→Q2 |
| META | Exit | −13.58 pp | was 13.6% | Q1→Q2 |
| CVNA | Exit | −13.12 pp | was 13.1% | Q1→Q2 |
| XYZ | Exit | −5.85 pp | was 5.9% | Q1→Q2 |
| SAIL | Exit | −3.53 pp | was 3.5% | Q1→Q2 |
| DDOG | Exit | −1.07 pp | was 1.1% | Q1→Q2 |
| WLTH | Exit | −0.20 pp | was 0.20% | Q1→Q2 |
| OSCR | Exit | −0.14 pp | was 0.14% | Q1→Q2 |
| GTM | Exit | −0.13 pp | was 0.13% | Q1→Q2 |
| GLBE | Reduce | −10.17 pp | −90.8% sh | Q1→Q2 |
| KLAC | Reduce | +0.94 pp | −16.3% sh | Q1→Q2 |