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 | 11.32% | Add +8.1% | 13,445,195 | $36.35 | $489M | +1,008,092 | −$4M |
| GTM - Zoominfo Technologies | 8.21% | Hold | 22,120,065 | $16.03 | $355M | — | — |
| RBLX - Roblox · CL A | 8.18% | Hold | 9,257,159 | $38.18 | $353M | — | — |
| CPNG - Coupang · CL A | 7.92% | Add +11.0% | 19,225,775 | $17.79 | $342M | +1,912,785 | +$62M |
| FLUT - Flutter Entmt | 7.77% | New | 1,683,408 | $199.35 | $336M | +1,683,408 | +$336M |
| Kanzhun | 7.28% | Add +41.8% | 17,925,513 | $17.53 | $314M | +5,279,841 | +$104M |
| JAMF | 7.02% | Hold | 16,519,521 | $18.35 | $303M | — | — |
| XYZ - Block · CL A | 6.64% | Reduce −45.3% | 3,389,097 | $84.58 | $287M | −2,808,919 | −$193M |
| DASH - Doordash · CL A | 5.11% | Reduce −56.4% | 1,600,970 | $137.72 | $220M | −2,067,500 | −$142M |
| DT - Dynatrace | 4.92% | New | 4,577,552 | $46.44 | $213M | +4,577,552 | +$213M |
| OSCR - Oscar Health · CL A | 4.38% | Hold | 12,725,999 | $14.87 | $189M | — | — |
| TOST - Toast · CL A | 4.37% | Add +66.6% | 7,565,152 | $24.92 | $189M | +3,024,167 | +$106M |
| NU — · CL A | 3.65% | Reduce −2.7% | 13,211,464 | $11.93 | $158M | −364,648 | +$45M |
| CCC — | 3.35% | Hold | 12,095,793 | $11.96 | $145M | — | — |
| PDD - Pinduoduo | 2.91% | Reduce −48.5% | 1,080,492 | $116.25 | $126M | −1,016,960 | −$181M |
| NCNO - Ncino | 1.53% | Reduce −61.7% | 1,771,454 | $37.38 | $66M | −2,853,792 | −$89M |
| PCOR - Procore Technologies | 1.21% | Hold | 633,824 | $82.17 | $52M | — | — |
| PTON - Peloton Interactive · CL A | 1.12% | Hold | 11,288,305 | $4.29 | $48M | — | — |
| DDOG - Datadog · CL A | 0.78% | Reduce −88.9% | 271,800 | $123.60 | $34M | −2,187,050 | −$265M |
| GRAB · CLASS A | 0.62% | Reduce −72.7% | 8,509,619 | $3.14 | $27M | −22,663,390 | −$78M |
| ALAB - Astera Labs | 0.52% | New | 300,000 | $74.19 | $22M | +300,000 | +$22M |
| Bbb Foods · CL A | 0.44% | New | 800,000 | $23.78 | $19M | +800,000 | +$19M |
| KLAC - Klaviyo | 0.29% | Hold | 500,000 | $25.48 | $13M | — | — |
| ROOT — · CL A | 0.22% | Hold | 154,320 | $61.08 | $9M | — | — |
| AS - Amer Sports | 0.11% | New | 300,000 | $16.30 | $5M | +300,000 | +$5M |
| Nextdoor · CL A | 0.10% | Hold | 2,000,000 | $2.25 | $4M | — | — |
| RDDT - Reddit · CL A | 0.03% | New | 30,000 | $49.32 | $1M | +30,000 | +$1M |
| 23andme · CLASS A | 0.01% | Hold | 500,000 | $0.5320 | $266K | — | — |
| SNOW - Snowflake · CL A | 0.00% | Reduce −99.8% | 500 | $161.60 | $81K | −286,354 | −$57M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2023 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| Engagesmart | 1.09% | Exit | 0 | $22.90 | $50M | −2,191,705 | −$50M |
| CARG - Cargurus · CL A | 0.96% | Exit | 0 | $24.16 | $44M | −1,837,399 | −$44M |
| CWAN — · CL A | 0.39% | Exit | 0 | $20.03 | $18M | −893,361 | −$18M |
| CART - Maplebear | 0.38% | Exit | 0 | $23.47 | $18M | −751,285 | −$18M |
| BIRK - Birkenstock | 0.32% | Exit | 0 | $48.73 | $15M | −300,000 | −$15M |
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