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
| NU — · CL A | 16.69% | New | 155,035,176 | $9.38 | $1.5B | +155,035,176 | +$1.5B |
| JAMF | 8.80% | Hold | 20,173,285 | $38.01 | $767M | — | — |
| RIVN - Rivian Automotive · CL A | 6.20% | New | 5,208,074 | $103.69 | $540M | +5,208,074 | +$540M |
| DDOG - Datadog · CL A | 5.59% | Hold | 2,732,160 | $178.11 | $487M | — | — |
| UBER - UBER Technologies | 5.45% | Hold | 11,320,595 | $41.93 | $475M | — | — |
| SNOW - Snowflake · CL A | 5.36% | Reduce −38.8% | 1,378,322 | $338.75 | $467M | −875,315 | −$215M |
| CCC — | 4.26% | Add +2.9% | 32,583,324 | $11.39 | $371M | +912,608 | +$38M |
| CARG - Cargurus · CL A | 3.58% | Hold | 9,283,746 | $33.64 | $312M | — | — |
| DT - Dynatrace | 3.32% | Reduce −7.7% | 4,794,193 | $60.35 | $289M | −402,026 | −$79M |
| XYZ - Block · CL A | 3.30% | Hold | 1,777,689 | $161.51 | $287M | — | — |
| CWAN — · CL A | 3.12% | Add +294.3% | 11,828,717 | $22.98 | $272M | +8,828,717 | +$195M |
| PCOR - Procore Technologies | 2.84% | Reduce −0.5% | 3,095,122 | $79.97 | $248M | −15,593 | −$30M |
| DASH - Doordash · CL A | 2.55% | Reduce −1.5% | 1,489,210 | $148.90 | $222M | −23,335 | −$90M |
| TWLO - Twilio · CL A | 2.35% | Hold | 777,393 | $263.34 | $205M | — | — |
| FND - Floor & Decor · CL A | 2.11% | Hold | 1,413,326 | $130.01 | $184M | — | — |
| PTON - Peloton Interactive · CL A | 1.98% | Add +41.9% | 4,832,260 | $35.76 | $173M | +1,428,000 | −$124M |
| Endeavor Group · CL A | 1.67% | Hold | 4,166,667 | $34.89 | $145M | — | — |
| Enfusion · CL A | 1.54% | New | 6,422,221 | $20.94 | $134M | +6,422,221 | +$134M |
| LAW - Cs Disco | 1.41% | Add +277.1% | 3,426,535 | $35.75 | $122M | +2,517,885 | +$79M |
| META - Meta Platforms · CL A | 1.31% | Hold | 339,374 | $336.35 | $114M | — | — |
| ABNB - Airbnb · CL A | 1.26% | Hold | 660,000 | $166.49 | $110M | — | — |
| IOT - Samsara · CL A | 1.24% | New | 3,847,799 | $28.11 | $108M | +3,847,799 | +$108M |
| GTM - Zoominfo Technologies · CL A | 1.24% | Reduce −50.0% | 1,683,384 | $64.20 | $108M | −1,683,385 | −$98M |
| Cvent | 1.18% | New | 12,552,000 | $8.17 | $103M | +12,552,000 | +$103M |
| RBLX - Roblox · CL A | 1.13% | Hold | 957,992 | $103.16 | $99M | — | — |
| Datto | 1.12% | Hold | 3,706,333 | $26.35 | $98M | — | — |
| Ncino | 1.01% | Add +481.7% | 1,599,650 | $54.86 | $88M | +1,324,650 | +$68M |
| GLBE - Global E Online | 0.90% | Hold | 1,234,852 | $63.39 | $78M | — | — |
| BMBL - Bumble · CL A | 0.78% | Hold | 2,000,000 | $33.86 | $68M | — | — |
| Engagesmart | 0.77% | Add +32.1% | 2,773,598 | $24.12 | $67M | +673,598 | −$5M |
| HOOD - Robinhood Mkts · CL A | 0.75% | Reduce −52.4% | 3,684,577 | $17.76 | $65M | −4,058,881 | −$260M |
| Goodrx · CL A | 0.49% | Hold | 1,300,000 | $32.68 | $42M | — | — |
| Health Assurn Acquisition · CL A | 0.45% | Hold | 4,000,000 | $9.77 | $39M | — | — |
| Squarespace · CLASS A | 0.43% | Hold | 1,284,622 | $29.50 | $38M | — | — |
| PLTK - Playtika | 0.41% | Reduce −50.0% | 2,062,500 | $17.29 | $36M | −2,062,500 | −$78M |
| PATH - Uipath · CL A | 0.37% | Hold | 748,971 | $43.13 | $32M | — | — |
| Arco Platform · CL A | 0.33% | New | 1,361,179 | $20.89 | $28M | +1,361,179 | +$28M |
| Sana Biotechnology | 0.27% | Hold | 1,500,000 | $15.48 | $23M | — | — |
| GTLB - Gitlab · CLASS A | 0.25% | New | 250,000 | $87.00 | $22M | +250,000 | +$22M |
| GRAB · CLASS A | 0.25% | New | 3,010,000 | $7.13 | $21M | +3,010,000 | +$21M |
| OSCR - Oscar Health · CL A | 0.23% | Hold | 2,543,841 | $7.85 | $20M | — | — |
| BRZE - Braze · CL A | 0.22% | New | 250,000 | $77.16 | $19M | +250,000 | +$19M |
| Nextdoor · CL A | 0.18% | New | 2,000,000 | $7.89 | $16M | +2,000,000 | +$16M |
| OLO · CL A | 0.18% | Hold | 750,000 | $20.81 | $16M | — | — |
| DUOL - Duolingo · CL A | 0.15% | Hold | 125,000 | $106.11 | $13M | — | — |
| ONON - ON AG | 0.13% | New | 300,000 | $37.81 | $11M | +300,000 | +$11M |
| Hashicorp · CL A | 0.13% | New | 120,000 | $91.04 | $11M | +120,000 | +$11M |
| Hippo | 0.11% | Hold | 3,329,237 | $2.83 | $9M | — | — |
| ROOT · CL A | 0.10% | Reduce −70.0% | 2,777,778 | $3.10 | $9M | −6,481,481 | −$40M |
| Supernova Partners Acquistn · CL A | 0.08% | New | 700,000 | $10.29 | $7M | +700,000 | +$7M |
| DH - Definitive Healthcare · CLASS A | 0.08% | Hold | 250,000 | $27.33 | $7M | — | — |
| Tcv Acquisition · CL A | 0.06% | Hold | 500,000 | $9.86 | $5M | — | — |
| Meli Kaszek Pioneer · CLASS A | 0.05% | Hold | 400,000 | $11.56 | $5M | — | — |
| ALKT - Alkami Technology | 0.05% | Hold | 200,000 | $20.06 | $4M | — | — |
| Udemy | 0.04% | New | 200,000 | $19.54 | $4M | +200,000 | +$4M |
| VTEX · CL A | 0.04% | Hold | 350,000 | $10.72 | $4M | — | — |
| 23andme · CLASS A | 0.04% | Hold | 500,000 | $6.66 | $3M | — | — |
| Freshworks · CLASS A | 0.03% | Hold | 100,000 | $26.26 | $3M | — | — |
| DOMA | 0.03% | Hold | 500,000 | $5.08 | $3M | — | — |
| Portage Fintech Acquisitn · CLASS A | 0.02% | Hold | 182,000 | $9.72 | $2M | — | — |
Showing top 50 of 60 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2021 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| Fubotv | 1.36% | Exit | 0 | $23.96 | $103M | −4,295,360 | −$103M |
| BABA - Alibaba Group | 1.18% | Exit | 0 | $148.05 | $90M | −606,716 | −$90M |
| Qualtrics Intl · CL A | 0.45% | Exit | 0 | $42.74 | $34M | −800,000 | −$34M |
| MNDY - Monday | 0.43% | Exit | 0 | $326.20 | $33M | −100,000 | −$33M |
| Matterport · CL A | 0.39% | Exit | 0 | $18.91 | $30M | −1,563,500 | −$30M |
| API - Agora | 0.38% | Exit | 0 | $29.00 | $29M | −998,866 | −$29M |
| TUYA | 0.34% | Exit | 0 | $9.07 | $26M | −2,850,000 | −$26M |
| JD — · CL A | 0.29% | Exit | 0 | $72.24 | $22M | −300,000 | −$22M |
| Agilon Health | 0.28% | Exit | 0 | $26.21 | $21M | −800,000 | −$21M |
| FUTU — · CL A | 0.27% | Exit | 0 | $91.02 | $20M | −225,000 | −$20M |
| Oak Str Health | 0.20% | Exit | 0 | $42.53 | $15M | −350,019 | −$15M |
| Lyell Immunopharma | 0.19% | Exit | 0 | $14.80 | $15M | −1,000,000 | −$15M |
| Poshmark · CL A | 0.17% | Exit | 0 | $23.76 | $13M | −550,000 | −$13M |
| Marqeta · CLASS A | 0.15% | Exit | 0 | $22.12 | $11M | −500,000 | −$11M |
| Dragoneer Growth Oppty · CL A | 0.10% | Exit | 0 | $9.95 | $7M | −752,000 | −$7M |
| LFST - Lifestance Health Group | 0.09% | Exit | 0 | $14.50 | $7M | −491,840 | −$7M |
| Holding · CL A | 0.09% | Exit | 0 | $9.77 | $7M | −700,000 | −$7M |
| BLND - Blend Labs · CL A | 0.09% | Exit | 0 | $13.48 | $7M | −500,000 | −$7M |
| Altimeter Growth · CL A | 0.07% | Exit | 0 | $10.22 | $5M | −510,000 | −$5M |
| COMP - Compass · CL A | 0.07% | Exit | 0 | $13.26 | $5M | −374,110 | −$5M |
| Honest | 0.05% | Exit | 0 | $10.38 | $4M | −384,313 | −$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