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
| CPNG - Coupang · CL A | 11.90% | Add +25.5% | 25,782,481 | $21.93 | $565M | +5,241,204 | +$114M |
| PDD - Pinduoduo | 11.36% | Reduce −18.1% | 4,564,072 | $118.35 | $540M | −1,008,022 | −$279K |
| XYZ - Block · CL A | 10.56% | Add +79.9% | 9,235,205 | $54.33 | $502M | +4,102,453 | +$66M |
| INTU - Intuit | 8.35% | New | 646,123 | $613.99 | $397M | +646,123 | +$397M |
| DUOL - Duolingo · CL A | 8.20% | Add +18.0% | 1,255,861 | $310.54 | $390M | +191,941 | +$45M |
| FLUT - Flutter Entmt | 7.85% | Hold | 1,683,408 | $221.55 | $373M | — | — |
| GLBE - Global E Online | 6.26% | Reduce −30.4% | 8,347,360 | $35.65 | $298M | −3,646,299 | −$356M |
| DAY - Dayforce | 5.80% | Add +22.4% | 4,726,250 | $58.33 | $276M | +865,725 | −$5M |
| TEAM - Atlassian · CL A | 4.96% | Reduce −38.8% | 1,111,717 | $212.21 | $236M | −704,310 | −$206M |
| INSP - Inspire Med Sys | 4.35% | Add +49.0% | 1,297,603 | $159.28 | $207M | +426,493 | +$45M |
| TTAN - Servicetitan · CL A | 4.10% | Hold | 2,048,965 | $95.11 | $195M | — | — |
| SAIL - Sailpoint | 3.16% | New | 8,000,000 | $18.75 | $150M | +8,000,000 | +$150M |
| JAMF | 2.25% | Reduce −34.4% | 8,818,589 | $12.15 | $107M | −4,632,254 | −$82M |
| RBLX - Roblox · CL A | 2.15% | Reduce −82.6% | 1,754,755 | $58.29 | $102M | −8,346,341 | −$482M |
| NU — · CL A | 2.13% | Hold | 9,908,598 | $10.24 | $101M | — | — |
| OSCR - Oscar Health · CL A | 1.91% | Reduce −27.1% | 6,917,448 | $13.11 | $91M | −2,570,446 | −$37M |
| CCC — | 1.75% | Hold | 9,196,301 | $9.03 | $83M | — | — |
| DT - Dynatrace | 1.19% | Reduce −73.1% | 1,198,790 | $47.15 | $57M | −3,260,831 | −$186M |
| KRMN - Karman | 0.63% | New | 900,000 | $33.42 | $30M | +900,000 | +$30M |
| DDOG - Datadog · CL A | 0.57% | Hold | 271,800 | $99.21 | $27M | — | — |
| ROOT — · CL A | 0.43% | Hold | 154,320 | $133.44 | $21M | — | — |
| GTM - Zoominfo Technologies | 0.14% | Reduce −89.4% | 670,000 | $10.00 | $7M | −5,653,331 | −$60M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2024 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| DASH - Doordash · CL A | 3.13% | Exit | 0 | $167.75 | $179M | −1,069,006 | −$179M |
| Kanzhun | 0.97% | Exit | 0 | $13.80 | $56M | −4,038,315 | −$56M |
| PCOR - Procore Technologies | 0.83% | Exit | 0 | $74.93 | $47M | −633,824 | −$47M |
| Ibotta · CLASS A | 0.28% | Exit | 0 | $65.08 | $16M | −250,000 | −$16M |
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