Dragoneer Investment Group, LLC activity
Every position Marc Stad opened, added to, trimmed or closed between 2026 Q1 and 2026 Q2.
New
5
Reduce
2
Exit
10
17 shown
| Ticker | Action | Δ weight | Detail | Period |
|---|---|---|---|---|
| SPCX | New | 0% to 48.2% | $1.4B | Q1→Q2 |
| AMD | New | 0% to 19.4% | $548M | Q1→Q2 |
| AMZN | New | 0% to 10.7% | $303M | Q1→Q2 |
| INIO | New | 0% to 4.0% | $113M | Q1→Q2 |
| CBRS | New | 0% to 3.1% | $88M | Q1→Q2 |
| NVDA | Exit | 21.7% to 0% | $650M | Q1→Q2 |
| CPNG | Exit | 17.5% to 0% | $526M | Q1→Q2 |
| META | Exit | 13.6% to 0% | $408M | Q1→Q2 |
| CVNA | Exit | 13.1% to 0% | $394M | Q1→Q2 |
| XYZ | Exit | 5.9% to 0% | $176M | Q1→Q2 |
| SAIL | Exit | 3.5% to 0% | $106M | Q1→Q2 |
| DDOG | Exit | 1.1% to 0% | $32M | Q1→Q2 |
| WLTH | Exit | 0.20% to 0% | $6.1M | Q1→Q2 |
| OSCR | Exit | 0.14% to 0% | $4.2M | Q1→Q2 |
| GTM | Exit | 0.13% to 0% | $4M | Q1→Q2 |
| GLBE | Reduce | 11.4% to 1.3% | −90.8% sh | Q1→Q2 |
| KLAC | Reduce | 2.5% to 3.5% | −16.3% sh | Q1→Q2 |