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 | 11.60% | Add +4.3% | 22,120,065 | $25.39 | $562M | +916,232 | +$38M |
| GLBE - Global E Online | 10.75% | Reduce −5.9% | 12,713,333 | $40.94 | $520M | −802,285 | +$85M |
| DASH - Doordash · CL A | 7.49% | Add +8.9% | 4,745,472 | $76.42 | $363M | +386,730 | +$86M |
| DDOG - Datadog · CL A | 7.30% | Reduce −12.9% | 3,594,905 | $98.38 | $354M | −534,667 | +$54M |
| UBER - UBER Technologies | 6.68% | Hold | 7,488,919 | $43.17 | $323M | — | — |
| JAMF | 6.66% | Hold | 16,519,521 | $19.52 | $322M | — | — |
| XYZ - Block · CL A | 6.44% | Add +50.5% | 4,685,391 | $66.57 | $312M | +1,572,356 | +$98M |
| SNOW - Snowflake · CL A | 5.49% | Reduce −51.1% | 1,511,362 | $175.98 | $266M | −1,580,278 | −$211M |
| NCNO - Ncino | 5.07% | Hold | 8,152,898 | $30.12 | $246M | — | — |
| NU — · CL A | 4.58% | Hold | 28,142,906 | $7.89 | $222M | — | — |
| CARG - Cargurus · CL A | 4.34% | Hold | 9,283,746 | $22.63 | $210M | — | — |
| Farfetch · CL A | 4.24% | Add +32.2% | 33,981,712 | $6.04 | $205M | +8,271,557 | +$79M |
| PDD - Pinduoduo | 3.71% | New | 2,597,734 | $69.14 | $180M | +2,597,734 | +$180M |
| CCC — | 3.28% | Reduce −2.8% | 14,171,337 | $11.21 | $159M | −401,987 | +$28M |
| PTON - Peloton Interactive · CL A | 2.28% | Add +51.0% | 14,344,188 | $7.69 | $110M | +4,847,696 | +$3M |
| RBLX - Roblox · CL A | 2.16% | Hold | 2,591,576 | $40.30 | $104M | — | — |
| TOST - Toast · CL A | 2.12% | New | 4,540,985 | $22.57 | $102M | +4,540,985 | +$102M |
| OSCR - Oscar Health · CL A | 1.36% | Add +4.9% | 8,149,862 | $8.06 | $66M | +383,598 | +$15M |
| PCOR - Procore Technologies | 1.19% | Reduce −47.3% | 882,429 | $65.07 | $57M | −793,560 | −$48M |
| GRAB · CLASS A | 1.02% | New | 14,354,912 | $3.43 | $49M | +14,354,912 | +$49M |
| KVUE - Kenvue | 0.87% | New | 1,600,000 | $26.42 | $42M | +1,600,000 | +$42M |
| CWAN — · CL A | 0.82% | Hold | 2,514,083 | $15.87 | $40M | — | — |
| Arco Platform · CL A | 0.39% | Hold | 1,565,395 | $12.14 | $19M | — | — |
| Nextdoor · CL A | 0.13% | Hold | 2,000,000 | $3.26 | $7M | — | — |
| ROOT — · CL A | 0.03% | Hold | 154,320 | $8.94 | $1M | — | — |
| 23andme · CLASS A | 0.02% | Hold | 500,000 | $1.75 | $875K | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2023 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| Cvent | 2.48% | Exit | 0 | $8.36 | $105M | −12,552,000 | −$105M |
| SCHW - Schwab Charles | 1.39% | Exit | 0 | $52.38 | $59M | −1,117,000 | −$59M |
| Enfusion · CL A | 1.05% | Exit | 0 | $10.50 | $44M | −4,218,452 | −$44M |
| XP - XP Inc · CL A | 0.22% | Exit | 0 | $11.87 | $9M | −788,664 | −$9M |
| Tcv Acquisition · CL A | 0.12% | Exit | 0 | $10.24 | $5M | −500,000 | −$5M |
| Meli Kaszek Pioneer · CLASS A | 0.10% | Exit | 0 | $10.20 | $4M | −400,000 | −$4M |
| Portage Fintech Acquisitn · CLASS A | 0.04% | Exit | 0 | $10.22 | $2M | −182,000 | −$2M |
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