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
| NVDA - Nvidia | 21.66% | Add +40.8% | 3,728,387 | $174.40 | $650M | +1,080,000 | +$156M |
| CPNG - Coupang · CL A | 17.52% | Add +29.1% | 27,852,856 | $18.88 | $526M | +6,276,300 | +$17M |
| META - Meta Platforms · CL A | 13.58% | New | 712,800 | $572.13 | $408M | +712,800 | +$408M |
| CVNA - Carvana · CL A | 13.12% | Add +27.9% | 1,252,960 | $314.38 | $394M | +273,500 | −$19M |
| GLBE - Global E Online | 11.42% | Reduce −2.2% | 11,115,629 | $30.85 | $343M | −249,399 | −$104M |
| XYZ - Block · CL A | 5.85% | Reduce −41.4% | 2,918,392 | $60.18 | $176M | −2,059,763 | −$148M |
| SAIL - Sailpoint | 3.53% | Hold | 8,000,000 | $13.24 | $106M | — | — |
| CHYM - Chime Finl · CL A | 2.69% | Reduce −49.6% | 4,308,999 | $18.73 | $81M | −4,239,885 | −$134M |
| KLAC - Klarna Group | 2.53% | Reduce −29.9% | 5,803,764 | $13.09 | $76M | −2,479,852 | −$164M |
| NU — · CL A | 2.37% | Hold | 4,954,299 | $14.37 | $71M | — | — |
| TTAN - Servicetitan · CL A | 2.12% | Hold | 1,000,885 | $63.46 | $64M | — | — |
| CCC — | 1.84% | Hold | 9,196,301 | $6.00 | $55M | — | — |
| DDOG - Datadog · CL A | 1.07% | Hold | 271,800 | $118.05 | $32M | — | — |
| ROOT — · CL A | 0.23% | Hold | 154,320 | $44.17 | $7M | — | — |
| WLTH - Wealthfront | 0.20% | Hold | 654,338 | $9.25 | $6M | — | — |
| OSCR - Oscar Health · CL A | 0.14% | Reduce −44.4% | 365,573 | $11.47 | $4M | −291,862 | −$5M |
| GTM - Zoominfo Technologies | 0.13% | Hold | 670,000 | $5.98 | $4M | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2025 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| DAY - Dayforce | 7.16% | Exit | 0 | $69.16 | $328M | −4,749,842 | −$328M |
| MELI - Mercadolibre | 7.04% | Exit | 0 | $2,014 | $323M | −160,193 | −$323M |
| PDD - Pinduoduo | 4.54% | Exit | 0 | $113.39 | $208M | −1,835,428 | −$208M |
| DUOL - Duolingo · CL A | 4.44% | Exit | 0 | $175.50 | $204M | −1,159,887 | −$204M |
| EXE - Expand Energy | 3.18% | Exit | 0 | $110.36 | $146M | −1,319,618 | −$146M |
| CRK - Comstock Res | 2.17% | Exit | 0 | $23.18 | $100M | −4,298,202 | −$100M |
| JAMF | 1.23% | Exit | 0 | $13.01 | $56M | −4,328,286 | −$56M |
| Navan · CL A | 0.78% | Exit | 0 | $17.08 | $36M | −2,095,507 | −$36M |
| MDLN - Medline · CL A | 0.48% | Exit | 0 | $42.00 | $22M | −525,000 | −$22M |
| FIG - Figma · CLASS A | 0.35% | Exit | 0 | $37.37 | $16M | −431,165 | −$16M |
| GEMI - Gemini Space Sta · CL A | 0.18% | Exit | 0 | $9.92 | $8M | −810,000 | −$8M |
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