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 | 15.13% | Reduce −0.9% | 153,629,478 | $7.72 | $1.2B | −1,405,698 | −$268M |
| JAMF | 8.65% | Reduce −3.4% | 19,482,879 | $34.81 | $678M | −690,406 | −$89M |
| DDOG - Datadog · CL A | 5.60% | Add +6.2% | 2,900,390 | $151.47 | $439M | +168,230 | −$47M |
| SNOW - Snowflake · CL A | 5.51% | Add +36.8% | 1,884,883 | $229.13 | $432M | +506,561 | −$35M |
| UBER - UBER Technologies | 5.15% | Hold | 11,320,595 | $35.68 | $404M | — | — |
| CARG - Cargurus · CL A | 5.03% | Hold | 9,283,746 | $42.46 | $394M | — | — |
| XYZ - Block · CL A | 4.93% | Add +60.4% | 2,851,979 | $135.60 | $387M | +1,074,290 | +$100M |
| DASH - Doordash · CL A | 4.92% | Add +121.2% | 3,294,334 | $117.19 | $386M | +1,805,124 | +$164M |
| CCC — | 4.59% | Hold | 32,583,324 | $11.04 | $360M | — | — |
| DT - Dynatrace | 4.30% | Add +49.1% | 7,149,440 | $47.10 | $337M | +2,355,247 | +$47M |
| RIVN - Rivian Automotive · CL A | 3.34% | Add 0.0% | 5,208,075 | $50.24 | $262M | +1 | −$278M |
| CWAN — · CL A | 3.22% | Add +1.7% | 12,030,026 | $21.00 | $253M | +201,309 | −$19M |
| GTM - Zoominfo Technologies · CL A | 3.00% | Add +134.2% | 3,943,215 | $59.74 | $236M | +2,259,831 | +$127M |
| PTON - Peloton Interactive · CL A | 2.92% | Add +79.5% | 8,672,304 | $26.42 | $229M | +3,840,044 | +$56M |
| LAW - Cs Disco | 2.47% | Add +66.5% | 5,704,854 | $33.97 | $194M | +2,278,319 | +$71M |
| NCNO - Ncino | 2.40% | New | 4,594,278 | $40.98 | $188M | +4,594,278 | +$188M |
| Farfetch · CL A | 2.05% | New | 10,612,468 | $15.12 | $160M | +10,612,468 | +$160M |
| Endeavor Group · CL A | 1.57% | Hold | 4,166,667 | $29.52 | $123M | — | — |
| FND - Floor & Decor · CL A | 1.46% | Hold | 1,413,326 | $81.00 | $114M | — | — |
| ABNB - Airbnb · CL A | 1.45% | Hold | 660,000 | $171.76 | $113M | — | — |
| Datto | 1.26% | Hold | 3,706,333 | $26.72 | $99M | — | — |
| Cvent | 1.15% | Hold | 12,552,000 | $7.19 | $90M | — | — |
| IOT - Samsara · CL A | 1.11% | Add +41.0% | 5,424,513 | $16.02 | $87M | +1,576,714 | −$21M |
| Enfusion · CL A | 1.05% | Add +1.1% | 6,490,000 | $12.72 | $83M | +67,779 | −$52M |
| Engagesmart | 0.99% | Add +30.7% | 3,626,188 | $21.31 | $77M | +852,590 | +$10M |
| PCOR - Procore Technologies | 0.97% | Reduce −57.4% | 1,318,639 | $57.96 | $76M | −1,776,483 | −$171M |
| GLBE - Global E Online | 0.97% | Add +81.7% | 2,243,489 | $33.78 | $76M | +1,008,637 | −$2M |
| BMBL - Bumble · CL A | 0.74% | Hold | 2,000,000 | $28.98 | $58M | — | — |
| RBLX - Roblox · CL A | 0.57% | Hold | 957,992 | $46.24 | $44M | — | — |
| Health Assurn Acquisition · CL A | 0.50% | Hold | 4,000,000 | $9.85 | $39M | — | — |
| Kanzhun | 0.48% | New | 1,498,373 | $24.91 | $37M | +1,498,373 | +$37M |
| Arco Platform · CL A | 0.42% | Add +15.0% | 1,565,395 | $21.10 | $33M | +204,216 | +$5M |
| Squarespace · CLASS A | 0.42% | Hold | 1,284,622 | $25.62 | $33M | — | — |
| Goodrx · CL A | 0.32% | Hold | 1,300,000 | $19.33 | $25M | — | — |
| Everbridge | 0.24% | New | 426,486 | $43.64 | $19M | +426,486 | +$19M |
| GTLB - Gitlab · CLASS A | 0.17% | Hold | 250,000 | $54.45 | $14M | — | — |
| OSCR - Oscar Health · CL A | 0.17% | Reduce −47.1% | 1,346,154 | $9.97 | $13M | −1,197,687 | −$7M |
| Nextdoor · CL A | 0.15% | Hold | 2,000,000 | $5.99 | $12M | — | — |
| BRZE - Braze · CL A | 0.13% | Hold | 250,000 | $41.47 | $10M | — | — |
| Hashicorp · CL A | 0.08% | Hold | 120,000 | $54.00 | $6M | — | — |
| TPG — · CL A | 0.08% | New | 200,000 | $30.14 | $6M | +200,000 | +$6M |
| ROOT · CL A | 0.07% | Hold | 2,777,778 | $1.97 | $5M | — | — |
| GRAB · CLASS A | 0.07% | Reduce −50.0% | 1,505,000 | $3.50 | $5M | −1,505,000 | −$16M |
| Tcv Acquisition · CL A | 0.06% | Hold | 500,000 | $9.76 | $5M | — | — |
| Meli Kaszek Pioneer · CLASS A | 0.05% | Hold | 400,000 | $10.30 | $4M | — | — |
| 23andme · CLASS A | 0.02% | Hold | 500,000 | $3.83 | $2M | — | — |
| Portage Fintech Acquisitn · CLASS A | 0.02% | Hold | 182,000 | $9.81 | $2M | — | — |
| PATH - Uipath · CL A | 0.02% | Reduce −92.6% | 55,407 | $21.59 | $1M | −693,564 | −$31M |
| HOOD - Robinhood Mkts · CL A | 0.00% | Reduce −99.5% | 17,827 | $13.52 | $241K | −3,666,750 | −$65M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2021 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| TWLO - Twilio · CL A | 2.35% | Exit | 0 | $263.34 | $205M | −777,393 | −$205M |
| META - Meta Platforms · CL A | 1.31% | Exit | 0 | $336.35 | $114M | −339,374 | −$114M |
| Ncino | 1.01% | Exit | 0 | $54.86 | $88M | −1,599,650 | −$88M |
| PLTK - Playtika | 0.41% | Exit | 0 | $17.29 | $36M | −2,062,500 | −$36M |
| Sana Biotechnology | 0.27% | Exit | 0 | $15.48 | $23M | −1,500,000 | −$23M |
| OLO · CL A | 0.18% | Exit | 0 | $20.81 | $16M | −750,000 | −$16M |
| DUOL - Duolingo · CL A | 0.15% | Exit | 0 | $106.11 | $13M | −125,000 | −$13M |
| ONON - ON AG | 0.13% | Exit | 0 | $37.81 | $11M | −300,000 | −$11M |
| Hippo | 0.11% | Exit | 0 | $2.83 | $9M | −3,329,237 | −$9M |
| Supernova Partners Acquistn · CL A | 0.08% | Exit | 0 | $10.29 | $7M | −700,000 | −$7M |
| DH - Definitive Healthcare · CLASS A | 0.08% | Exit | 0 | $27.33 | $7M | −250,000 | −$7M |
| ALKT - Alkami Technology | 0.05% | Exit | 0 | $20.06 | $4M | −200,000 | −$4M |
| Udemy | 0.04% | Exit | 0 | $19.54 | $4M | −200,000 | −$4M |
| VTEX · CL A | 0.04% | Exit | 0 | $10.72 | $4M | −350,000 | −$4M |
| Freshworks · CLASS A | 0.03% | Exit | 0 | $26.26 | $3M | −100,000 | −$3M |
| DOMA | 0.03% | Exit | 0 | $5.08 | $3M | −500,000 | −$3M |
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