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
| DUOL - Duolingo · CL A | 11.23% | Add +324.4% | 1,580,787 | $321.84 | $509M | +1,208,346 | +$356M |
| XYZ - Block · CL A | 10.45% | Reduce −29.1% | 6,549,747 | $72.27 | $473M | −2,683,768 | −$154M |
| CPNG - Coupang · CL A | 10.43% | Reduce −29.8% | 14,665,691 | $32.20 | $472M | −6,227,761 | −$154M |
| GLBE - Global E Online | 9.39% | Add +18.2% | 11,887,078 | $35.76 | $425M | +1,831,063 | +$88M |
| NVDA - Nvidia | 8.56% | Reduce −34.8% | 2,078,387 | $186.58 | $388M | −1,108,613 | −$116M |
| DAY - Dayforce | 7.22% | Hold | 4,749,842 | $68.89 | $327M | — | — |
| KLAC - Klarna Group | 6.70% | New | 8,283,616 | $36.65 | $304M | +8,283,616 | +$304M |
| CVNA - Carvana · CL A | 5.66% | New | 678,921 | $377.24 | $256M | +678,921 | +$256M |
| PDD - Pinduoduo | 5.36% | Reduce −48.1% | 1,835,428 | $132.17 | $243M | −1,700,180 | −$127M |
| MELI - Mercadolibre | 5.33% | New | 103,379 | $2,337 | $242M | +103,379 | +$242M |
| SAIL - Sailpoint | 3.90% | Hold | 8,000,000 | $22.08 | $177M | — | — |
| CHYM - Chime Finl · CL A | 3.81% | Hold | 8,548,884 | $20.17 | $172M | — | — |
| TTAN - Servicetitan · CL A | 2.23% | Reduce −17.0% | 1,000,885 | $100.83 | $101M | −205,272 | −$28M |
| CCC — | 1.85% | Hold | 9,196,301 | $9.11 | $84M | — | — |
| NU — · CL A | 1.75% | Reduce −50.0% | 4,954,299 | $16.01 | $79M | −4,954,299 | −$57M |
| Fluence Energy · CL A | 1.45% | New | 6,100,265 | $10.80 | $66M | +6,100,265 | +$66M |
| JAMF | 1.02% | Hold | 4,328,286 | $10.70 | $46M | — | — |
| GEMI - Gemini Space Sta · CL A | 0.86% | New | 1,620,000 | $23.96 | $39M | +1,620,000 | +$39M |
| DDOG - Datadog · CL A | 0.85% | Reduce −87.9% | 271,800 | $142.40 | $39M | −1,982,763 | −$264M |
| OSCR - Oscar Health · CL A | 0.56% | Hold | 1,346,154 | $18.93 | $25M | — | — |
| FIG - Figma · CLASS A | 0.49% | New | 431,165 | $51.87 | $22M | +431,165 | +$22M |
| ROOT — · CL A | 0.30% | Hold | 154,320 | $89.51 | $14M | — | — |
| GTM - Zoominfo Technologies | 0.16% | Hold | 670,000 | $10.91 | $7M | — | — |
| STUB - Stubhub · CL A | 0.16% | New | 425,531 | $16.84 | $7M | +425,531 | +$7M |
| Pattern Group | 0.15% | New | 489,700 | $13.70 | $7M | +489,700 | +$7M |
| Accelerant · CL A | 0.11% | New | 336,361 | $14.89 | $5M | +336,361 | +$5M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2025 Q2
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| FLUT - Flutter Entmt | 9.82% | Exit | 0 | $285.76 | $481M | −1,683,408 | −$481M |
| INSP - Inspire Med Sys | 6.24% | Exit | 0 | $129.77 | $306M | −2,354,411 | −$306M |
| HNGE — · CL A | 0.07% | Exit | 0 | $51.74 | $4M | −69,283 | −$4M |
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