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 | 11.34% | Reduce −8.2% | 17,884,899 | $24.77 | $443M | −1,597,980 | −$235M |
| SNOW - Snowflake · CL A | 10.00% | Add +49.1% | 2,810,010 | $139.06 | $391M | +925,127 | −$41M |
| GTM - Zoominfo Technologies | 7.92% | Add +136.2% | 9,312,205 | $33.24 | $310M | +5,368,990 | +$74M |
| DDOG - Datadog · CL A | 7.56% | Add +6.9% | 3,100,390 | $95.24 | $295M | +200,000 | −$144M |
| CCC — | 6.08% | Reduce −20.7% | 25,833,324 | $9.20 | $238M | −6,750,000 | −$122M |
| UBER - UBER Technologies | 5.93% | Hold | 11,320,595 | $20.46 | $232M | — | — |
| DASH - Doordash · CL A | 5.84% | Add +7.9% | 3,553,629 | $64.17 | $228M | +259,295 | −$158M |
| NCNO - Ncino | 5.79% | Add +59.3% | 7,316,557 | $30.92 | $226M | +2,722,279 | +$38M |
| CARG - Cargurus · CL A | 5.11% | Hold | 9,283,746 | $21.49 | $200M | — | — |
| DT - Dynatrace | 4.90% | Reduce −32.2% | 4,849,961 | $39.44 | $191M | −2,299,479 | −$145M |
| FND - Floor & Decor · CL A | 3.33% | Add +46.2% | 2,066,603 | $62.96 | $130M | +653,277 | +$16M |
| GLBE - Global E Online | 3.19% | Add +175.4% | 6,178,483 | $20.17 | $125M | +3,934,994 | +$49M |
| NU — · CL A | 2.69% | Reduce −81.7% | 28,142,906 | $3.74 | $105M | −125,486,572 | −$1.1B |
| LAW - Cs Disco | 2.49% | Reduce −5.3% | 5,402,475 | $18.04 | $97M | −302,379 | −$96M |
| PTON - Peloton Interactive · CL A | 2.39% | Add +17.5% | 10,188,515 | $9.18 | $94M | +1,516,211 | −$136M |
| Farfetch · CL A | 2.36% | Add +21.3% | 12,870,020 | $7.16 | $92M | +2,257,552 | −$68M |
| CWAN — · CL A | 1.83% | Reduce −50.6% | 5,939,817 | $12.04 | $72M | −6,090,209 | −$181M |
| Enfusion · CL A | 1.70% | Hold | 6,490,000 | $10.21 | $66M | — | — |
| Cvent | 1.48% | Hold | 12,552,000 | $4.62 | $58M | — | — |
| IOT - Samsara · CL A | 1.03% | Reduce −33.3% | 3,616,343 | $11.17 | $40M | −1,808,170 | −$47M |
| PCOR - Procore Technologies | 1.03% | Reduce −33.1% | 882,429 | $45.39 | $40M | −436,210 | −$36M |
| Engagesmart | 1.02% | Reduce −31.9% | 2,468,874 | $16.08 | $40M | −1,157,314 | −$38M |
| Health Assurn Acquisition · CL A | 1.01% | Hold | 4,000,000 | $9.88 | $40M | — | — |
| Kanzhun | 1.01% | Hold | 1,498,373 | $26.28 | $39M | — | — |
| RBLX - Roblox · CL A | 0.89% | Add +10.4% | 1,057,860 | $32.86 | $35M | +99,868 | −$10M |
| Arco Platform · CL A | 0.60% | Hold | 1,565,395 | $14.93 | $23M | — | — |
| GTLB - Gitlab · CLASS A | 0.34% | Hold | 250,000 | $53.14 | $13M | — | — |
| RIVN - Rivian Automotive · CL A | 0.25% | Reduce −92.8% | 373,199 | $25.74 | $10M | −4,834,876 | −$252M |
| Nextdoor · CL A | 0.17% | Hold | 2,000,000 | $3.31 | $7M | — | — |
| OSCR - Oscar Health · CL A | 0.15% | Hold | 1,346,154 | $4.25 | $6M | — | — |
| Tcv Acquisition · CL A | 0.12% | Hold | 500,000 | $9.75 | $5M | — | — |
| TPG — · CL A | 0.12% | Hold | 200,000 | $23.91 | $5M | — | — |
| Meli Kaszek Pioneer · CLASS A | 0.10% | Hold | 400,000 | $9.90 | $4M | — | — |
| ROOT · CL A | 0.08% | Hold | 2,777,778 | $1.19 | $3M | — | — |
| Squarespace · CLASS A | 0.08% | Reduce −88.6% | 146,228 | $20.92 | $3M | −1,138,394 | −$30M |
| Portage Fintech Acquisitn · CLASS A | 0.05% | Hold | 182,000 | $9.70 | $2M | — | — |
| 23andme · CLASS A | 0.03% | Hold | 500,000 | $2.48 | $1M | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2022 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| XYZ - Block · CL A | 4.93% | Exit | 0 | $135.60 | $387M | −2,851,979 | −$387M |
| Endeavor Group · CL A | 1.57% | Exit | 0 | $29.52 | $123M | −4,166,667 | −$123M |
| ABNB - Airbnb · CL A | 1.45% | Exit | 0 | $171.76 | $113M | −660,000 | −$113M |
| Datto | 1.26% | Exit | 0 | $26.72 | $99M | −3,706,333 | −$99M |
| BMBL - Bumble · CL A | 0.74% | Exit | 0 | $28.98 | $58M | −2,000,000 | −$58M |
| Goodrx · CL A | 0.32% | Exit | 0 | $19.33 | $25M | −1,300,000 | −$25M |
| Everbridge | 0.24% | Exit | 0 | $43.64 | $19M | −426,486 | −$19M |
| BRZE - Braze · CL A | 0.13% | Exit | 0 | $41.47 | $10M | −250,000 | −$10M |
| Hashicorp · CL A | 0.08% | Exit | 0 | $54.00 | $6M | −120,000 | −$6M |
| GRAB · CLASS A | 0.07% | Exit | 0 | $3.50 | $5M | −1,505,000 | −$5M |
| PATH - Uipath · CL A | 0.02% | Exit | 0 | $21.59 | $1M | −55,407 | −$1M |
| HOOD - Robinhood Mkts · CL A | — | Exit | 0 | $13.52 | $241K | −17,827 | −$241K |
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