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 | 10.70% | Add +10.7% | 12,437,103 | $39.63 | $493M | +1,202,369 | +$46M |
| XYZ - Block · CL A | 10.41% | Reduce −30.9% | 6,198,016 | $77.35 | $479M | −2,773,911 | +$82M |
| RBLX - Roblox · CL A | 9.19% | Hold | 9,257,159 | $45.72 | $423M | — | — |
| GTM - Zoominfo Technologies | 8.88% | Hold | 22,120,065 | $18.49 | $409M | — | — |
| DASH - Doordash · CL A | 7.88% | Reduce −17.3% | 3,668,470 | $98.89 | $363M | −765,202 | +$10M |
| PDD - Pinduoduo | 6.66% | Reduce −30.9% | 2,097,452 | $146.31 | $307M | −937,966 | +$9M |
| DDOG - Datadog · CL A | 6.48% | Reduce −19.6% | 2,458,850 | $121.38 | $298M | −599,263 | +$20M |
| JAMF | 6.48% | Hold | 16,519,521 | $18.06 | $298M | — | — |
| CPNG - Coupang · CL A | 6.09% | Add +51.0% | 17,312,990 | $16.19 | $280M | +5,845,573 | +$85M |
| Kanzhun | 4.56% | Add +7.9% | 12,645,672 | $16.61 | $210M | +929,873 | +$32M |
| NCNO - Ncino | 3.38% | Reduce −42.2% | 4,625,246 | $33.63 | $156M | −3,374,638 | −$99M |
| CCC — | 2.99% | Reduce −8.7% | 12,095,793 | $11.39 | $138M | −1,157,431 | −$39M |
| OSCR - Oscar Health · CL A | 2.53% | Add +56.1% | 12,725,999 | $9.15 | $116M | +4,576,137 | +$71M |
| NU — · CL A | 2.46% | Reduce −24.0% | 13,576,112 | $8.33 | $113M | −4,287,193 | −$16M |
| GRAB · CLASS A | 2.28% | Hold | 31,173,009 | $3.37 | $105M | — | — |
| TOST - Toast · CL A | 1.80% | Hold | 4,540,985 | $18.26 | $83M | — | — |
| PTON - Peloton Interactive · CL A | 1.49% | Reduce −21.3% | 11,288,305 | $6.09 | $69M | −3,055,883 | −$4M |
| SNOW - Snowflake · CL A | 1.24% | Hold | 286,854 | $199.00 | $57M | — | — |
| Engagesmart | 1.09% | Hold | 2,191,705 | $22.90 | $50M | — | — |
| CARG - Cargurus · CL A | 0.96% | Reduce −68.0% | 1,837,399 | $24.16 | $44M | −3,908,742 | −$56M |
| PCOR - Procore Technologies | 0.95% | Hold | 633,824 | $69.22 | $44M | — | — |
| CWAN — · CL A | 0.39% | Reduce −64.5% | 893,361 | $20.03 | $18M | −1,620,722 | −$31M |
| CART - Maplebear | 0.38% | Reduce −50.0% | 751,285 | $23.47 | $18M | −750,000 | −$27M |
| BIRK - Birkenstock | 0.32% | New | 300,000 | $48.73 | $15M | +300,000 | +$15M |
| KLAC - Klaviyo | 0.30% | Hold | 500,000 | $27.78 | $14M | — | — |
| Nextdoor · CL A | 0.08% | Hold | 2,000,000 | $1.89 | $4M | — | — |
| ROOT — · CL A | 0.04% | Hold | 154,320 | $10.48 | $2M | — | — |
| 23andme · CLASS A | 0.01% | Hold | 500,000 | $0.9135 | $457K | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2023 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| ARM — | 0.92% | Exit | 0 | $53.52 | $40M | −750,000 | −$40M |
| Arco Platform · CL A | 0.50% | Exit | 0 | $13.78 | $22M | −1,565,395 | −$22M |
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