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
Book
| JAMF | 10.23% | Hold | 20,173,285 | $38.52 | $777M |
| SNOW - Snowflake · CL A | 8.97% | Hold | 2,253,637 | $302.43 | $682M |
| UBER - UBER Technologies | 6.68% | Hold | 11,320,595 | $44.80 | $507M |
| XYZ - Block · CL A | 5.61% | Hold | 1,777,689 | $239.84 | $426M |
| DDOG - Datadog · CL A | 5.08% | Hold | 2,732,160 | $141.35 | $386M |
| DT - Dynatrace | 4.86% | Hold | 5,196,219 | $70.97 | $369M |
| CCC — | 4.38% | Hold | 31,670,716 | $10.51 | $333M |
| HOOD - Robinhood Mkts · CL A | 4.29% | Hold | 7,743,458 | $42.08 | $326M |
| DASH - Doordash · CL A | 4.10% | Hold | 1,512,545 | $205.98 | $312M |
| PTON - Peloton Interactive · CL A | 3.90% | Hold | 3,404,260 | $87.05 | $296M |
| CARG - Cargurus · CL A | 3.84% | Hold | 9,283,746 | $31.41 | $292M |
| PCOR - Procore Technologies | 3.66% | Hold | 3,110,715 | $89.34 | $278M |
| TWLO - Twilio · CL A | 3.27% | Hold | 777,393 | $319.05 | $248M |
| GTM - Zoominfo Technologies · CL A | 2.71% | Hold | 3,366,769 | $61.19 | $206M |
| FND - Floor & Decor · CL A | 2.25% | Hold | 1,413,326 | $120.79 | $171M |
| Endeavor Group · CL A | 1.57% | Hold | 4,166,667 | $28.67 | $119M |
| META - Meta Platforms · CL A | 1.52% | Hold | 339,374 | $339.39 | $115M |
| PLTK - Playtika | 1.50% | Hold | 4,125,000 | $27.63 | $114M |
| ABNB - Airbnb · CL A | 1.46% | Hold | 660,000 | $167.75 | $111M |
| Fubotv | 1.36% | Hold | 4,295,360 | $23.96 | $103M |
| BMBL - Bumble · CL A | 1.32% | Hold | 2,000,000 | $49.98 | $100M |
| BABA - Alibaba Group | 1.18% | Hold | 606,716 | $148.05 | $90M |
| GLBE - Global E Online | 1.17% | Hold | 1,234,852 | $71.80 | $89M |
| Datto | 1.17% | Hold | 3,706,333 | $23.90 | $89M |
| CWAN — · CL A | 1.01% | Hold | 3,000,000 | $25.61 | $77M |
| RBLX - Roblox · CL A | 0.95% | Hold | 957,992 | $75.55 | $72M |
| Engagesmart | 0.94% | Hold | 2,100,000 | $34.06 | $72M |
| Goodrx · CL A | 0.70% | Hold | 1,300,000 | $41.02 | $53M |
| Squarespace · CLASS A | 0.65% | Hold | 1,284,622 | $38.64 | $50M |
| ROOT · CL A | 0.64% | Hold | 9,259,259 | $5.27 | $49M |
| OSCR - Oscar Health · CL A | 0.58% | Hold | 2,543,841 | $17.39 | $44M |
| LAW - Cs Disco | 0.57% | Hold | 908,650 | $47.94 | $44M |
| PATH - Uipath · CL A | 0.52% | Hold | 748,971 | $52.61 | $39M |
| Health Assurn Acquisition · CL A | 0.52% | Hold | 4,000,000 | $9.78 | $39M |
| Qualtrics Intl · CL A | 0.45% | Hold | 800,000 | $42.74 | $34M |
| Sana Biotechnology | 0.44% | Hold | 1,500,000 | $22.52 | $34M |
| MNDY - Monday | 0.43% | Hold | 100,000 | $326.20 | $33M |
| Matterport · CL A | 0.39% | Hold | 1,563,500 | $18.91 | $30M |
| API - Agora | 0.38% | Hold | 998,866 | $29.00 | $29M |
| TUYA | 0.34% | Hold | 2,850,000 | $9.07 | $26M |
| OLO · CL A | 0.30% | Hold | 750,000 | $30.03 | $23M |
| JD — · CL A | 0.29% | Hold | 300,000 | $72.24 | $22M |
| Agilon Health | 0.28% | Hold | 800,000 | $26.21 | $21M |
| DUOL - Duolingo · CL A | 0.27% | Hold | 125,000 | $166.36 | $21M |
| FUTU — · CL A | 0.27% | Hold | 225,000 | $91.02 | $20M |
| Ncino | 0.26% | Hold | 275,000 | $71.03 | $20M |
| Hippo | 0.21% | Hold | 3,329,237 | $4.68 | $16M |
| Oak Str Health | 0.20% | Hold | 350,019 | $42.53 | $15M |
| Lyell Immunopharma | 0.19% | Hold | 1,000,000 | $14.80 | $15M |
| Poshmark · CL A | 0.17% | Hold | 550,000 | $23.76 | $13M |
| Marqeta · CLASS A | 0.15% | Hold | 500,000 | $22.12 | $11M |
| DH - Definitive Healthcare · CLASS A | 0.14% | Hold | 250,000 | $42.83 | $11M |
| Dragoneer Growth Oppty · CL A | 0.10% | Hold | 752,000 | $9.95 | $7M |
| VTEX · CL A | 0.09% | Hold | 350,000 | $20.57 | $7M |
| LFST - Lifestance Health Group | 0.09% | Hold | 491,840 | $14.50 | $7M |
| Holding · CL A | 0.09% | Hold | 700,000 | $9.77 | $7M |
| BLND - Blend Labs · CL A | 0.09% | Hold | 500,000 | $13.48 | $7M |
| Altimeter Growth · CL A | 0.07% | Hold | 510,000 | $10.22 | $5M |
| COMP - Compass · CL A | 0.07% | Hold | 374,110 | $13.26 | $5M |
| ALKT - Alkami Technology | 0.06% | Hold | 200,000 | $24.68 | $5M |
| Tcv Acquisition · CL A | 0.06% | Hold | 500,000 | $9.80 | $5M |
| 23andme · CLASS A | 0.06% | Hold | 500,000 | $9.06 | $5M |
| Meli Kaszek Pioneer · CLASS A | 0.06% | Hold | 400,000 | $11.05 | $4M |
| Freshworks · CLASS A | 0.06% | Hold | 100,000 | $42.69 | $4M |
| Honest | 0.05% | Hold | 384,313 | $10.38 | $4M |
| DOMA | 0.05% | Hold | 500,000 | $7.40 | $4M |
| Portage Fintech Acquisitn · CLASS A | 0.02% | Hold | 182,000 | $9.65 | $2M |
Showing top 50 of 67 by value
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