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 | 11.42% | Reduce −21.6% | 11,993,659 | $54.53 | $654M | −3,302,882 | +$66M |
| RBLX - Roblox · CL A | 10.21% | Reduce −14.0% | 10,101,096 | $57.86 | $584M | −1,644,107 | +$65M |
| PDD - Pinduoduo | 9.44% | Add +48.8% | 5,572,094 | $96.99 | $540M | +1,827,853 | +$36M |
| CPNG - Coupang · CL A | 7.88% | Add +9.0% | 20,541,277 | $21.98 | $451M | +1,690,826 | −$11M |
| TEAM - Atlassian · CL A | 7.72% | Reduce −50.3% | 1,816,027 | $243.38 | $442M | −1,835,091 | −$138M |
| XYZ - Block · CL A | 7.62% | Add +52.2% | 5,132,752 | $84.99 | $436M | +1,759,585 | +$210M |
| FLUT - Flutter Entmt | 7.60% | Hold | 1,683,408 | $258.45 | $435M | — | — |
| DUOL - Duolingo · CL A | 6.02% | Reduce −30.9% | 1,063,920 | $324.23 | $345M | −475,028 | −$89M |
| DAY - Dayforce | 4.90% | Reduce −49.3% | 3,860,525 | $72.64 | $280M | −3,758,749 | −$186M |
| DT - Dynatrace | 4.23% | New | 4,459,621 | $54.35 | $242M | +4,459,621 | +$242M |
| TTAN - Servicetitan · CL A | 3.68% | New | 2,048,965 | $102.87 | $211M | +2,048,965 | +$211M |
| JAMF | 3.30% | Reduce −17.9% | 13,450,843 | $14.05 | $189M | −2,936,175 | −$95M |
| DASH - Doordash · CL A | 3.13% | Reduce −48.2% | 1,069,006 | $167.75 | $179M | −994,997 | −$115M |
| INSP - Inspire Med Sys | 2.82% | New | 871,110 | $185.38 | $161M | +871,110 | +$161M |
| OSCR - Oscar Health · CL A | 2.23% | Hold | 9,487,894 | $13.44 | $128M | — | — |
| CCC — | 1.88% | Hold | 9,196,301 | $11.73 | $108M | — | — |
| NU — · CL A | 1.79% | Hold | 9,908,598 | $10.36 | $103M | — | — |
| GTM - Zoominfo Technologies | 1.16% | Reduce −71.4% | 6,323,331 | $10.51 | $66M | −15,796,734 | −$162M |
| Kanzhun | 0.97% | Reduce −63.4% | 4,038,315 | $13.80 | $56M | −6,980,780 | −$136M |
| PCOR - Procore Technologies | 0.83% | Hold | 633,824 | $74.93 | $47M | — | — |
| DDOG - Datadog · CL A | 0.68% | Hold | 271,800 | $142.89 | $39M | — | — |
| Ibotta · CLASS A | 0.28% | Hold | 250,000 | $65.08 | $16M | — | — |
| ROOT — · CL A | 0.20% | Hold | 154,320 | $72.59 | $11M | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2024 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| RBRK - Rubrik · CL A | 0.60% | Exit | 0 | $32.15 | $34M | −1,067,823 | −$34M |
| Nextdoor · CL A | 0.09% | Exit | 0 | $2.48 | $5M | −2,000,000 | −$5M |
| RDDT - Reddit · CL A | 0.03% | Exit | 0 | $65.93 | $2M | −30,000 | −$2M |
| SNOW - Snowflake · CL A | — | Exit | 0 | $114.00 | $57K | −500 | −$57K |
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