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
| GLBE - Global E Online | 10.28% | Reduce −11.6% | 11,234,734 | $39.74 | $446M | −1,478,599 | −$74M |
| XYZ - Block · CL A | 9.14% | Add +91.5% | 8,971,927 | $44.26 | $397M | +4,286,536 | +$85M |
| GTM - Zoominfo Technologies | 8.35% | Hold | 22,120,065 | $16.40 | $363M | — | — |
| DASH - Doordash · CL A | 8.11% | Reduce −6.6% | 4,433,672 | $79.47 | $352M | −311,800 | −$10M |
| PDD - Pinduoduo | 6.85% | Add +16.8% | 3,035,418 | $98.07 | $298M | +437,684 | +$118M |
| JAMF | 6.71% | Hold | 16,519,521 | $17.66 | $292M | — | — |
| DDOG - Datadog · CL A | 6.41% | Reduce −14.9% | 3,058,113 | $91.09 | $279M | −536,792 | −$75M |
| RBLX - Roblox · CL A | 6.17% | Add +257.2% | 9,257,159 | $28.96 | $268M | +6,665,583 | +$164M |
| NCNO - Ncino | 5.86% | Reduce −1.9% | 7,999,884 | $31.80 | $254M | −153,014 | +$9M |
| CPNG - Coupang · CL A | 4.49% | New | 11,467,417 | $17.00 | $195M | +11,467,417 | +$195M |
| Kanzhun | 4.09% | New | 11,715,799 | $15.17 | $178M | +11,715,799 | +$178M |
| CCC — | 4.07% | Reduce −6.5% | 13,253,224 | $13.35 | $177M | −918,113 | +$18M |
| NU — · CL A | 2.98% | Reduce −36.5% | 17,863,305 | $7.25 | $130M | −10,279,601 | −$93M |
| GRAB · CLASS A | 2.54% | Add +117.2% | 31,173,009 | $3.54 | $110M | +16,818,097 | +$61M |
| CARG - Cargurus · CL A | 2.32% | Reduce −38.1% | 5,746,141 | $17.52 | $101M | −3,537,605 | −$109M |
| TOST - Toast · CL A | 1.96% | Hold | 4,540,985 | $18.73 | $85M | — | — |
| PTON - Peloton Interactive · CL A | 1.67% | Hold | 14,344,188 | $5.05 | $72M | — | — |
| CWAN — · CL A | 1.12% | Hold | 2,514,083 | $19.34 | $49M | — | — |
| OSCR - Oscar Health · CL A | 1.04% | Hold | 8,149,862 | $5.57 | $45M | — | — |
| CART - Maplebear | 1.03% | New | 1,501,285 | $29.69 | $45M | +1,501,285 | +$45M |
| SNOW - Snowflake · CL A | 1.01% | Reduce −81.0% | 286,854 | $152.77 | $44M | −1,224,508 | −$222M |
| PCOR - Procore Technologies | 0.95% | Reduce −28.2% | 633,824 | $65.32 | $41M | −248,605 | −$16M |
| ARM — | 0.92% | New | 750,000 | $53.52 | $40M | +750,000 | +$40M |
| Engagesmart | 0.91% | New | 2,191,705 | $17.99 | $39M | +2,191,705 | +$39M |
| Arco Platform · CL A | 0.50% | Hold | 1,565,395 | $13.78 | $22M | — | — |
| KLAC - Klaviyo | 0.40% | New | 500,000 | $34.50 | $17M | +500,000 | +$17M |
| Nextdoor · CL A | 0.08% | Hold | 2,000,000 | $1.82 | $4M | — | — |
| ROOT — · CL A | 0.03% | Hold | 154,320 | $9.51 | $1M | — | — |
| 23andme · CLASS A | 0.01% | Hold | 500,000 | $0.9777 | $489K | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2023 Q2
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| UBER - UBER Technologies | 6.68% | Exit | 0 | $43.17 | $323M | −7,488,919 | −$323M |
| Farfetch · CL A | 4.24% | Exit | 0 | $6.04 | $205M | −33,981,712 | −$205M |
| KVUE - Kenvue | 0.87% | Exit | 0 | $26.42 | $42M | −1,600,000 | −$42M |
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