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
| SNOW - Snowflake · CL A | 12.52% | Reduce −0.3% | 2,800,810 | $169.96 | $476M | −9,200 | +$85M |
| GTM - Zoominfo Technologies | 12.14% | Add +19.0% | 11,077,969 | $41.66 | $462M | +1,765,764 | +$152M |
| JAMF | 9.97% | Reduce −4.4% | 17,105,991 | $22.16 | $379M | −778,908 | −$64M |
| DDOG - Datadog · CL A | 9.38% | Add +29.6% | 4,018,070 | $88.78 | $357M | +917,680 | +$61M |
| NCNO - Ncino | 6.56% | Hold | 7,316,557 | $34.11 | $250M | — | — |
| GLBE - Global E Online | 6.31% | Add +45.1% | 8,962,409 | $26.76 | $240M | +2,783,926 | +$115M |
| UBER - UBER Technologies | 5.26% | Reduce −33.3% | 7,547,063 | $26.50 | $200M | −3,773,532 | −$32M |
| DASH - Doordash · CL A | 4.62% | Hold | 3,553,629 | $49.45 | $176M | — | — |
| CCC — | 3.49% | Reduce −43.6% | 14,573,324 | $9.10 | $133M | −11,260,000 | −$105M |
| CARG - Cargurus · CL A | 3.46% | Hold | 9,283,746 | $14.17 | $132M | — | — |
| NU — · CL A | 3.26% | Hold | 28,142,906 | $4.40 | $124M | — | — |
| Farfetch · CL A | 2.87% | Add +13.9% | 14,652,820 | $7.45 | $109M | +1,782,800 | +$17M |
| FND - Floor & Decor · CL A | 2.61% | Reduce −31.6% | 1,413,326 | $70.26 | $99M | −653,277 | −$31M |
| CWAN — · CL A | 2.56% | Reduce −2.3% | 5,801,954 | $16.79 | $97M | −137,863 | +$26M |
| DT - Dynatrace | 2.54% | Reduce −42.9% | 2,769,416 | $34.81 | $96M | −2,080,545 | −$95M |
| Enfusion · CL A | 2.11% | Hold | 6,490,000 | $12.34 | $80M | — | — |
| PTON - Peloton Interactive · CL A | 1.96% | Add +5.5% | 10,745,815 | $6.93 | $74M | +557,300 | −$19M |
| Cvent | 1.73% | Hold | 12,552,000 | $5.25 | $66M | — | — |
| Engagesmart | 1.34% | Hold | 2,468,874 | $20.69 | $51M | — | — |
| PCOR - Procore Technologies | 1.15% | Hold | 882,429 | $49.48 | $44M | — | — |
| Health Assurn Acquisition · CL A | 1.05% | Hold | 4,000,000 | $9.98 | $40M | — | — |
| IOT - Samsara · CL A | 0.86% | Reduce −24.9% | 2,716,397 | $12.07 | $33M | −899,946 | −$8M |
| LAW - Cs Disco | 0.61% | Reduce −56.8% | 2,332,974 | $10.00 | $23M | −3,069,501 | −$74M |
| Arco Platform · CL A | 0.44% | Hold | 1,565,395 | $10.79 | $17M | — | — |
| RBLX - Roblox · CL A | 0.43% | Reduce −56.8% | 456,553 | $35.84 | $16M | −601,307 | −$18M |
| OSCR - Oscar Health · CL A | 0.18% | Hold | 1,346,154 | $4.99 | $7M | — | — |
| Nextdoor · CL A | 0.15% | Hold | 2,000,000 | $2.79 | $6M | — | — |
| Tcv Acquisition · CL A | 0.13% | Hold | 500,000 | $9.80 | $5M | — | — |
| Meli Kaszek Pioneer · CLASS A | 0.10% | Hold | 400,000 | $9.87 | $4M | — | — |
| Squarespace · CLASS A | 0.08% | Hold | 146,228 | $21.36 | $3M | — | — |
| Portage Fintech Acquisitn · CLASS A | 0.05% | Hold | 182,000 | $9.84 | $2M | — | — |
| 23andme · CLASS A | 0.04% | Hold | 500,000 | $2.86 | $1M | — | — |
| ROOT — · CL A | 0.03% | New | 154,320 | $7.88 | $1M | +154,320 | +$1M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2022 Q2
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| Kanzhun | 1.01% | Exit | 0 | $26.28 | $39M | −1,498,373 | −$39M |
| GTLB - Gitlab · CLASS A | 0.34% | Exit | 0 | $53.14 | $13M | −250,000 | −$13M |
| RIVN - Rivian Automotive · CL A | 0.25% | Exit | 0 | $25.74 | $10M | −373,199 | −$10M |
| TPG — · CL A | 0.12% | Exit | 0 | $23.91 | $5M | −200,000 | −$5M |
| ROOT · CL A | 0.08% | Exit | 0 | $1.19 | $3M | −2,777,778 | −$3M |
| Portage Fintech Acquisitn | — | Exit | 0 | $0.1978 | $12K | −60,666 | −$12K |
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