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 | 10.22% | Add +3.8% | 15,296,541 | $38.44 | $588M | +562,517 | +$54M |
| TEAM - Atlassian · CL A | 10.08% | Add +37.5% | 3,651,118 | $158.81 | $580M | +995,061 | +$110M |
| RBLX - Roblox · CL A | 9.04% | Hold | 11,745,203 | $44.26 | $520M | — | — |
| PDD - Pinduoduo | 8.78% | Add +42.9% | 3,744,241 | $134.81 | $505M | +1,123,403 | +$156M |
| DAY - Dayforce | 8.11% | Add +95.5% | 7,619,274 | $61.25 | $467M | +3,722,630 | +$273M |
| CPNG - Coupang · CL A | 8.05% | Add +11.8% | 18,850,451 | $24.55 | $463M | +1,987,557 | +$110M |
| DUOL - Duolingo · CL A | 7.55% | Add +56.8% | 1,538,948 | $282.02 | $434M | +557,646 | +$229M |
| FLUT - Flutter Entmt | 6.95% | Hold | 1,683,408 | $237.28 | $399M | — | — |
| DASH - Doordash · CL A | 5.12% | Reduce −27.5% | 2,064,003 | $142.73 | $295M | −783,534 | −$15M |
| JAMF | 4.94% | Hold | 16,387,018 | $17.35 | $284M | — | — |
| GTM - Zoominfo Technologies | 3.97% | Hold | 22,120,065 | $10.32 | $228M | — | — |
| XYZ - Block · CL A | 3.94% | Hold | 3,373,167 | $67.13 | $226M | — | — |
| OSCR - Oscar Health · CL A | 3.50% | Reduce −25.4% | 9,487,894 | $21.21 | $201M | −3,238,105 | −$87K |
| Kanzhun | 3.33% | Reduce −26.0% | 11,019,095 | $17.36 | $191M | −3,873,106 | −$89M |
| NU — · CL A | 2.35% | Reduce −25.0% | 9,908,598 | $13.65 | $135M | −3,302,866 | −$35M |
| CCC — | 1.77% | Reduce −42.2% | 9,196,301 | $11.05 | $102M | −6,708,692 | −$75M |
| PCOR - Procore Technologies | 0.68% | Reduce −71.7% | 633,824 | $61.72 | $39M | −1,609,607 | −$110M |
| RBRK - Rubrik · CL A | 0.60% | Reduce −31.1% | 1,067,823 | $32.15 | $34M | −482,177 | −$13M |
| DDOG - Datadog · CL A | 0.54% | Hold | 271,800 | $115.06 | $31M | — | — |
| Ibotta · CLASS A | 0.27% | Hold | 250,000 | $61.61 | $15M | — | — |
| ROOT — · CL A | 0.10% | Hold | 154,320 | $37.78 | $6M | — | — |
| Nextdoor · CL A | 0.09% | Hold | 2,000,000 | $2.48 | $5M | — | — |
| RDDT - Reddit · CL A | 0.03% | Hold | 30,000 | $65.92 | $2M | — | — |
| SNOW - Snowflake · CL A | 0.00% | Hold | 500 | $114.86 | $57K | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2024 Q2
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| TOST - Toast · CL A | 1.71% | Exit | 0 | $25.77 | $90M | −3,473,838 | −$90M |
| AFRM - Affirm · CL A | 0.86% | Exit | 0 | $30.21 | $45M | −1,496,824 | −$45M |
| PTON - Peloton Interactive · CL A | 0.73% | Exit | 0 | $3.38 | $38M | −11,288,305 | −$38M |
| DT - Dynatrace | 0.29% | Exit | 0 | $44.74 | $15M | −338,487 | −$15M |
| KLAC - Klaviyo | 0.24% | Exit | 0 | $24.89 | $12M | −500,000 | −$12M |
| MRVI — · CL A | 0.10% | Exit | 0 | $7.16 | $5M | −750,468 | −$5M |
| WAY - Waystar | 0.08% | Exit | 0 | $21.50 | $4M | −200,000 | −$4M |
| TEM - Tempus Ai · CL A | 0.03% | Exit | 0 | $35.00 | $2M | −50,000 | −$2M |
| 23andme · CLASS A | — | Exit | 0 | $0.3920 | $196K | −500,000 | −$196K |
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