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
| GTM - Zoominfo Technologies | 13.90% | Add +34.6% | 14,905,992 | $30.11 | $449M | +3,828,023 | −$13M |
| SNOW - Snowflake · CL A | 11.59% | Reduce −6.9% | 2,606,273 | $143.54 | $374M | −194,537 | −$102M |
| JAMF | 11.23% | Reduce −0.5% | 17,020,124 | $21.30 | $363M | −85,867 | −$17M |
| GLBE - Global E Online | 8.18% | Add +42.8% | 12,802,434 | $20.64 | $264M | +3,840,025 | +$24M |
| DDOG - Datadog · CL A | 8.03% | Reduce −12.2% | 3,526,481 | $73.50 | $259M | −491,589 | −$98M |
| NCNO - Ncino | 6.03% | Add +0.7% | 7,366,557 | $26.44 | $195M | +50,000 | −$55M |
| UBER - UBER Technologies | 5.74% | Reduce −0.8% | 7,488,919 | $24.73 | $185M | −58,144 | −$15M |
| DASH - Doordash · CL A | 5.37% | Hold | 3,553,629 | $48.82 | $173M | — | — |
| CARG - Cargurus · CL A | 4.03% | Hold | 9,283,746 | $14.01 | $130M | — | — |
| CCC — | 3.93% | Hold | 14,573,324 | $8.70 | $127M | — | — |
| NU — · CL A | 3.55% | Hold | 28,142,906 | $4.07 | $115M | — | — |
| PTON - Peloton Interactive · CL A | 3.02% | Add +14.3% | 12,284,553 | $7.94 | $98M | +1,538,738 | +$23M |
| Farfetch · CL A | 2.27% | Add +5.9% | 15,523,675 | $4.73 | $73M | +870,855 | −$36M |
| XP - XP Inc · CL A | 2.21% | New | 4,657,296 | $15.34 | $71M | +4,657,296 | +$71M |
| Cvent | 2.10% | Hold | 12,552,000 | $5.40 | $68M | — | — |
| CWAN — · CL A | 1.94% | Reduce −42.6% | 3,333,174 | $18.75 | $62M | −2,468,780 | −$35M |
| Enfusion · CL A | 1.81% | Reduce −7.1% | 6,027,886 | $9.67 | $58M | −462,114 | −$22M |
| PCOR - Procore Technologies | 1.29% | Hold | 882,429 | $47.18 | $42M | — | — |
| IOT - Samsara · CL A | 1.05% | Hold | 2,716,397 | $12.43 | $34M | — | — |
| RBLX - Roblox · CL A | 0.78% | Add +93.8% | 884,773 | $28.46 | $25M | +428,220 | +$9M |
| Arco Platform · CL A | 0.65% | Hold | 1,565,395 | $13.50 | $21M | — | — |
| LAW - Cs Disco | 0.36% | Reduce −20.8% | 1,847,094 | $6.32 | $12M | −485,880 | −$12M |
| FND - Floor & Decor · CL A | 0.34% | Reduce −88.8% | 158,383 | $69.63 | $11M | −1,254,943 | −$88M |
| Tcv Acquisition · CL A | 0.15% | Hold | 500,000 | $10.00 | $5M | — | — |
| Nextdoor · CL A | 0.13% | Hold | 2,000,000 | $2.06 | $4M | — | — |
| Meli Kaszek Pioneer · CLASS A | 0.12% | Hold | 400,000 | $9.98 | $4M | — | — |
| OSCR - Oscar Health · CL A | 0.10% | Hold | 1,346,154 | $2.46 | $3M | — | — |
| Portage Fintech Acquisitn · CLASS A | 0.06% | Hold | 182,000 | $10.03 | $2M | — | — |
| 23andme · CLASS A | 0.03% | Hold | 500,000 | $2.16 | $1M | — | — |
| ROOT — · CL A | 0.02% | Hold | 154,320 | $4.49 | $693K | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2022 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| DT - Dynatrace | 2.54% | Exit | 0 | $34.81 | $96M | −2,769,416 | −$96M |
| Engagesmart | 1.34% | Exit | 0 | $20.69 | $51M | −2,468,874 | −$51M |
| Health Assurn Acquisition · CL A | 1.05% | Exit | 0 | $9.98 | $40M | −4,000,000 | −$40M |
| Squarespace · CLASS A | 0.08% | Exit | 0 | $21.36 | $3M | −146,228 | −$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