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
| XYZ - Block · CL A | 12.80% | Reduce 0.0% | 9,233,515 | $67.93 | $627M | −1,690 | +$125M |
| CPNG - Coupang · CL A | 12.78% | Reduce −19.0% | 20,893,452 | $29.96 | $626M | −4,889,029 | +$61M |
| NVDA - Nvidia | 10.28% | New | 3,187,000 | $157.99 | $504M | +3,187,000 | +$504M |
| FLUT - Flutter Entmt | 9.82% | Hold | 1,683,408 | $285.76 | $481M | — | — |
| PDD - Pinduoduo | 7.55% | Reduce −22.5% | 3,535,608 | $104.66 | $370M | −1,028,464 | −$170M |
| GLBE - Global E Online | 6.88% | Add +20.5% | 10,056,015 | $33.54 | $337M | +1,708,655 | +$40M |
| INSP - Inspire Med Sys | 6.24% | Add +81.4% | 2,354,411 | $129.77 | $306M | +1,056,808 | +$99M |
| DDOG - Datadog · CL A | 6.18% | Add +729.5% | 2,254,563 | $134.33 | $303M | +1,982,763 | +$276M |
| CHYM - Chime Finl · CL A | 6.02% | New | 8,548,884 | $34.51 | $295M | +8,548,884 | +$295M |
| DAY - Dayforce | 5.37% | Add +0.5% | 4,749,842 | $55.39 | $263M | +23,592 | −$13M |
| SAIL - Sailpoint | 3.73% | Hold | 8,000,000 | $22.86 | $183M | — | — |
| DUOL - Duolingo · CL A | 3.12% | Reduce −70.3% | 372,441 | $410.02 | $153M | −883,420 | −$237M |
| NU — · CL A | 2.77% | Hold | 9,908,598 | $13.72 | $136M | — | — |
| TTAN - Servicetitan · CL A | 2.64% | Reduce −41.1% | 1,206,157 | $107.18 | $129M | −842,808 | −$66M |
| CCC — | 1.77% | Hold | 9,196,301 | $9.41 | $87M | — | — |
| JAMF | 0.84% | Reduce −50.9% | 4,328,286 | $9.51 | $41M | −4,490,303 | −$66M |
| OSCR - Oscar Health · CL A | 0.59% | Reduce −80.5% | 1,346,154 | $21.44 | $29M | −5,571,294 | −$62M |
| ROOT — · CL A | 0.40% | Hold | 154,320 | $127.97 | $20M | — | — |
| GTM - Zoominfo Technologies | 0.14% | Hold | 670,000 | $10.12 | $7M | — | — |
| HNGE — · CL A | 0.07% | New | 69,283 | $51.75 | $4M | +69,283 | +$4M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2025 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| INTU - Intuit | 8.35% | Exit | 0 | $613.99 | $397M | −646,123 | −$397M |
| TEAM - Atlassian · CL A | 4.96% | Exit | 0 | $212.21 | $236M | −1,111,717 | −$236M |
| RBLX - Roblox · CL A | 2.15% | Exit | 0 | $58.29 | $102M | −1,754,755 | −$102M |
| DT - Dynatrace | 1.19% | Exit | 0 | $47.15 | $57M | −1,198,790 | −$57M |
| KRMN - Karman | 0.63% | Exit | 0 | $33.42 | $30M | −900,000 | −$30M |
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