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 | 11.10% | Add +47.1% | 21,576,556 | $23.59 | $509M | +6,910,865 | +$37M |
| NVDA - Nvidia | 10.77% | Add +27.4% | 2,648,387 | $186.50 | $494M | +570,000 | +$106M |
| GLBE - Global E Online | 9.74% | Reduce −4.4% | 11,365,028 | $39.31 | $447M | −522,050 | +$22M |
| CVNA - Carvana · CL A | 9.01% | Add +44.3% | 979,460 | $422.02 | $413M | +300,539 | +$157M |
| DAY - Dayforce | 7.16% | Hold | 4,749,842 | $69.16 | $328M | — | — |
| XYZ - Block · CL A | 7.07% | Reduce −24.0% | 4,978,155 | $65.09 | $324M | −1,571,592 | −$149M |
| MELI - Mercadolibre | 7.04% | Add +55.0% | 160,193 | $2,014 | $323M | +56,814 | +$81M |
| KLAC - Klarna Group | 5.22% | Hold | 8,283,616 | $28.91 | $239M | — | — |
| CHYM - Chime Finl · CL A | 4.69% | Hold | 8,548,884 | $25.17 | $215M | — | — |
| PDD - Pinduoduo | 4.54% | Hold | 1,835,428 | $113.39 | $208M | — | — |
| DUOL - Duolingo · CL A | 4.44% | Reduce −26.6% | 1,159,887 | $175.50 | $204M | −420,900 | −$305M |
| SAIL - Sailpoint | 3.53% | Hold | 8,000,000 | $20.23 | $162M | — | — |
| EXE - Expand Energy | 3.18% | New | 1,319,618 | $110.36 | $146M | +1,319,618 | +$146M |
| TTAN - Servicetitan · CL A | 2.32% | Hold | 1,000,885 | $106.50 | $107M | — | — |
| CRK - Comstock Res | 2.17% | New | 4,298,202 | $23.18 | $100M | +4,298,202 | +$100M |
| NU — · CL A | 1.81% | Hold | 4,954,299 | $16.74 | $83M | — | — |
| CCC — | 1.59% | Hold | 9,196,301 | $7.95 | $73M | — | — |
| JAMF | 1.23% | Hold | 4,328,286 | $13.01 | $56M | — | — |
| DDOG - Datadog · CL A | 0.81% | Hold | 271,800 | $135.99 | $37M | — | — |
| Navan · CL A | 0.78% | New | 2,095,507 | $17.08 | $36M | +2,095,507 | +$36M |
| MDLN - Medline · CL A | 0.48% | New | 525,000 | $42.00 | $22M | +525,000 | +$22M |
| FIG - Figma · CLASS A | 0.35% | Hold | 431,165 | $37.37 | $16M | — | — |
| ROOT — · CL A | 0.24% | Hold | 154,320 | $72.23 | $11M | — | — |
| OSCR - Oscar Health · CL A | 0.21% | Reduce −51.2% | 657,435 | $14.37 | $9M | −688,719 | −$16M |
| WLTH - Wealthfront | 0.19% | New | 654,338 | $13.59 | $9M | +654,338 | +$9M |
| GEMI - Gemini Space Sta · CL A | 0.18% | Reduce −50.0% | 810,000 | $9.92 | $8M | −810,000 | −$31M |
| GTM - Zoominfo Technologies | 0.15% | Hold | 670,000 | $10.17 | $7M | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2025 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| Fluence Energy · CL A | 1.45% | Exit | 0 | $10.80 | $66M | −6,100,265 | −$66M |
| STUB - Stubhub · CL A | 0.16% | Exit | 0 | $16.84 | $7M | −425,531 | −$7M |
| Pattern Group | 0.15% | Exit | 0 | $13.70 | $7M | −489,700 | −$7M |
| Accelerant · CL A | 0.11% | Exit | 0 | $14.89 | $5M | −336,361 | −$5M |
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