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 | 12.41% | Add +42.3% | 21,203,833 | $24.71 | $524M | +6,297,841 | +$75M |
| SNOW - Snowflake · CL A | 11.29% | Add +18.6% | 3,091,640 | $154.29 | $477M | +485,367 | +$103M |
| GLBE - Global E Online | 10.31% | Add +5.6% | 13,515,618 | $32.23 | $436M | +713,184 | +$171M |
| JAMF | 7.60% | Reduce −2.9% | 16,519,521 | $19.42 | $321M | −500,603 | −$42M |
| DDOG - Datadog · CL A | 7.10% | Add +17.1% | 4,129,572 | $72.66 | $300M | +603,091 | +$41M |
| DASH - Doordash · CL A | 6.56% | Add +22.7% | 4,358,742 | $63.56 | $277M | +805,113 | +$104M |
| UBER - UBER Technologies | 5.62% | Hold | 7,488,919 | $31.70 | $237M | — | — |
| XYZ - Block · CL A | 5.06% | New | 3,113,035 | $68.65 | $214M | +3,113,035 | +$214M |
| NCNO - Ncino | 4.78% | Add +10.7% | 8,152,898 | $24.78 | $202M | +786,341 | +$7M |
| CARG - Cargurus · CL A | 4.11% | Hold | 9,283,746 | $18.68 | $173M | — | — |
| NU — · CL A | 3.17% | Hold | 28,142,906 | $4.76 | $134M | — | — |
| CCC — | 3.10% | Hold | 14,573,324 | $8.97 | $131M | — | — |
| Farfetch · CL A | 2.99% | Add +65.6% | 25,710,155 | $4.91 | $126M | +10,186,480 | +$53M |
| RBLX - Roblox · CL A | 2.76% | Add +192.9% | 2,591,576 | $44.98 | $117M | +1,706,803 | +$91M |
| PTON - Peloton Interactive · CL A | 2.55% | Reduce −22.7% | 9,496,492 | $11.34 | $108M | −2,788,061 | +$10M |
| PCOR - Procore Technologies | 2.49% | Add +89.9% | 1,675,989 | $62.63 | $105M | +793,560 | +$63M |
| Cvent | 2.48% | Hold | 12,552,000 | $8.36 | $105M | — | — |
| SCHW - Schwab Charles | 1.39% | New | 1,117,000 | $52.38 | $59M | +1,117,000 | +$59M |
| OSCR - Oscar Health · CL A | 1.20% | Add +476.9% | 7,766,264 | $6.54 | $51M | +6,420,110 | +$47M |
| Enfusion · CL A | 1.05% | Reduce −30.0% | 4,218,452 | $10.50 | $44M | −1,809,434 | −$14M |
| CWAN — · CL A | 0.95% | Reduce −24.6% | 2,514,083 | $15.96 | $40M | −819,091 | −$22M |
| Arco Platform · CL A | 0.41% | Hold | 1,565,395 | $10.96 | $17M | — | — |
| XP - XP Inc · CL A | 0.22% | Reduce −83.1% | 788,664 | $11.87 | $9M | −3,868,632 | −$62M |
| Tcv Acquisition · CL A | 0.12% | Hold | 500,000 | $10.24 | $5M | — | — |
| Nextdoor · CL A | 0.10% | Hold | 2,000,000 | $2.15 | $4M | — | — |
| Meli Kaszek Pioneer · CLASS A | 0.10% | Hold | 400,000 | $10.20 | $4M | — | — |
| Portage Fintech Acquisitn · CLASS A | 0.04% | Hold | 182,000 | $10.22 | $2M | — | — |
| 23andme · CLASS A | 0.03% | Hold | 500,000 | $2.28 | $1M | — | — |
| ROOT — · CL A | 0.02% | Hold | 154,320 | $4.51 | $696K | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2022 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| IOT - Samsara · CL A | 1.05% | Exit | 0 | $12.43 | $34M | −2,716,397 | −$34M |
| LAW - Cs Disco | 0.36% | Exit | 0 | $6.32 | $12M | −1,847,094 | −$12M |
| FND - Floor & Decor · CL A | 0.34% | Exit | 0 | $69.63 | $11M | −158,383 | −$11M |
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