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 | 10.21% | Add +9.6% | 14,734,024 | $36.27 | $534M | +1,288,829 | +$46M |
| TEAM - Atlassian · CL A | 8.98% | New | 2,656,057 | $176.88 | $470M | +2,656,057 | +$470M |
| RBLX - Roblox · CL A | 8.35% | Add +26.9% | 11,745,203 | $37.21 | $437M | +2,488,044 | +$84M |
| CPNG - Coupang · CL A | 6.75% | Reduce −12.3% | 16,862,894 | $20.95 | $353M | −2,362,881 | +$11M |
| PDD - Pinduoduo | 6.66% | Add +142.6% | 2,620,838 | $132.95 | $348M | +1,540,346 | +$223M |
| DASH - Doordash · CL A | 5.92% | Add +77.9% | 2,847,537 | $108.78 | $310M | +1,246,567 | +$89M |
| FLUT - Flutter Entmt | 5.86% | Hold | 1,683,408 | $182.36 | $307M | — | — |
| GTM - Zoominfo Technologies | 5.40% | Hold | 22,120,065 | $12.77 | $282M | — | — |
| Kanzhun | 5.35% | Reduce −16.9% | 14,892,201 | $18.81 | $280M | −3,033,312 | −$34M |
| JAMF | 5.17% | Reduce −0.8% | 16,387,018 | $16.50 | $270M | −132,503 | −$33M |
| XYZ - Block · CL A | 4.16% | Reduce −0.5% | 3,373,167 | $64.49 | $218M | −15,930 | −$69M |
| DUOL - Duolingo · CL A | 3.91% | New | 981,302 | $208.67 | $205M | +981,302 | +$205M |
| OSCR - Oscar Health · CL A | 3.85% | Hold | 12,725,999 | $15.82 | $201M | — | — |
| DAY - Dayforce | 3.69% | New | 3,896,644 | $49.60 | $193M | +3,896,644 | +$193M |
| CCC — | 3.38% | Add +31.5% | 15,904,993 | $11.11 | $177M | +3,809,200 | +$32M |
| NU — · CL A | 3.25% | Hold | 13,211,464 | $12.89 | $170M | — | — |
| PCOR - Procore Technologies | 2.84% | Add +254.0% | 2,243,431 | $66.31 | $149M | +1,609,607 | +$97M |
| TOST - Toast · CL A | 1.71% | Reduce −54.1% | 3,473,838 | $25.77 | $90M | −4,091,314 | −$99M |
| RBRK - Rubrik · CL A | 0.91% | New | 1,550,000 | $30.66 | $48M | +1,550,000 | +$48M |
| AFRM - Affirm · CL A | 0.86% | New | 1,496,824 | $30.21 | $45M | +1,496,824 | +$45M |
| PTON - Peloton Interactive · CL A | 0.73% | Hold | 11,288,305 | $3.38 | $38M | — | — |
| DDOG - Datadog · CL A | 0.67% | Hold | 271,800 | $129.69 | $35M | — | — |
| Ibotta · CLASS A | 0.36% | New | 250,000 | $75.16 | $19M | +250,000 | +$19M |
| DT - Dynatrace | 0.29% | Reduce −92.6% | 338,487 | $44.74 | $15M | −4,239,065 | −$197M |
| KLAC - Klaviyo | 0.24% | Hold | 500,000 | $24.89 | $12M | — | — |
| ROOT — · CL A | 0.15% | Hold | 154,320 | $51.61 | $8M | — | — |
| Nextdoor · CL A | 0.11% | Hold | 2,000,000 | $2.78 | $6M | — | — |
| MRVI — · CL A | 0.10% | New | 750,468 | $7.16 | $5M | +750,468 | +$5M |
| WAY - Waystar | 0.08% | New | 200,000 | $21.50 | $4M | +200,000 | +$4M |
| RDDT - Reddit · CL A | 0.04% | Hold | 30,000 | $63.89 | $2M | — | — |
| TEM - Tempus Ai · CL A | 0.03% | New | 50,000 | $35.00 | $2M | +50,000 | +$2M |
| 23andme · CLASS A | 0.00% | Hold | 500,000 | $0.3912 | $196K | — | — |
| SNOW - Snowflake · CL A | 0.00% | Hold | 500 | $135.09 | $68K | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2024 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| NCNO - Ncino | 1.53% | Exit | 0 | $37.38 | $66M | −1,771,454 | −$66M |
| GRAB · CLASS A | 0.62% | Exit | 0 | $3.14 | $27M | −8,509,619 | −$27M |
| ALAB - Astera Labs | 0.52% | Exit | 0 | $74.19 | $22M | −300,000 | −$22M |
| Bbb Foods · CL A | 0.44% | Exit | 0 | $23.78 | $19M | −800,000 | −$19M |
| AS - Amer Sports | 0.11% | Exit | 0 | $16.30 | $5M | −300,000 | −$5M |
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