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Dragoneer Investment Group, LLC Marc Stad

San Francisco, CA 20 processed 13Fs on this site, 2021 Q3 to 2026 Q2

  • $2.8B
  • 12 holdings
  • 2026 Q2
  • −5.6% QoQ
  • Top 5 85.7%

Portfolio

2026 Q2, filed 8/14/2026, 12 holdings

Top 5 85.7%, top 10 98.4%

  1. SPCX, Space Exploration 48.2%
  2. AMD, Advanced Micro Devices 19.3%
  3. AMZN, Amazon 10.7%
  4. INIO, Innio 4.0%
  5. KLAC, Klarna Group 3.5%
  6. CBRS, Cerebras Systems 3.1%
  7. CHYM, Chime Financial 3.1%
  8. TTAN, Servicetitan 2.5%
  9. NU, Nu Holdings 2.3%
  10. CCC 1.7%
  11. GLBE, Global E Online 1.3%
  12. ROOT 0.3%

AUM over time

2026 Q2 $2.8B −5.6% QoQ
2021 Q3: $7.6B 2021 Q3: $7.6B
Q3 2021
2021 Q4: $8.7B, +14.7% QoQ 2021 Q4: $8.7B, +14.7% QoQ
Q4
2022 Q1: $7.8B, −10.0% QoQ 2022 Q1: $7.8B, −10.0% QoQ
Q1 2022
2022 Q2: $3.9B, −50.2% QoQ 2022 Q2: $3.9B, −50.2% QoQ
Q2
2022 Q3: $3.8B, −2.7% QoQ 2022 Q3: $3.8B, −2.7% QoQ
Q3
2022 Q4: $3.2B, −15.1% QoQ 2022 Q4: $3.2B, −15.1% QoQ
Q4
2023 Q1: $4.2B, +30.8% QoQ 2023 Q1: $4.2B, +30.8% QoQ
Q1 2023
2023 Q2: $4.8B, +14.7% QoQ 2023 Q2: $4.8B, +14.7% QoQ
Q2
2023 Q3: $4.3B, −10.3% QoQ 2023 Q3: $4.3B, −10.3% QoQ
Q3
2023 Q4: $4.6B, +6.0% QoQ 2023 Q4: $4.6B, +6.0% QoQ
Q4
2024 Q1: $4.3B, −6.2% QoQ 2024 Q1: $4.3B, −6.2% QoQ
Q1 2024
2024 Q2: $5.2B, +21.2% QoQ 2024 Q2: $5.2B, +21.2% QoQ
Q2
2024 Q3: $5.8B, +9.9% QoQ 2024 Q3: $5.8B, +9.9% QoQ
Q3
2024 Q4: $5.7B, −0.4% QoQ 2024 Q4: $5.7B, −0.4% QoQ
Q4
2025 Q1: $4.8B, −17.0% QoQ 2025 Q1: $4.8B, −17.0% QoQ
Q1 2025
2025 Q2: $4.9B, +3.1% QoQ 2025 Q2: $4.9B, +3.1% QoQ
Q2
2025 Q3: $4.5B, −7.6% QoQ 2025 Q3: $4.5B, −7.6% QoQ
Q3
2025 Q4: $4.6B, +1.3% QoQ 2025 Q4: $4.6B, +1.3% QoQ
Q4
2026 Q1: $3B, −34.5% QoQ 2026 Q1: $3B, −34.5% QoQ
Q1 2026
2026 Q2: $2.8B, −5.6% QoQ 2026 Q2: $2.8B, −5.6% QoQ
Q2

Book

2026 Q1 2025 Q4, filed 15 May, long equity only

Download CSV Download Excel All activity
NVDA, Nvidia 21.66%, was 10.77% Add +40.8% 3,728,387 $174.40 $650M +1,080,000 +$156M
CPNG, Coupang 17.52%, was 11.10% Add +29.1% 27,852,856 $18.88 $526M +6,276,300 +$17M
META, Meta Platforms 13.58% New 712,800 $572.13 $408M +712,800 +$408M
CVNA, Carvana 13.12%, was 9.01% 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 5.85%, was 7.07% 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 Financial 2.69%, was 4.69% Reduce −49.6% 4,308,999 $18.73 $81M −4,239,885 −$134M
KLAC, Klarna Group 2.53%, was 5.22% Reduce −29.9% 5,803,764 $13.09 $76M −2,479,852 −$164M
NU, Nu Holdings 2.37% Hold 4,954,299 $14.37 $71M — —
TTAN, Servicetitan 2.12% Hold 1,000,885 $63.46 $64M — —
CCC 1.84% Hold 9,196,301 $6.00 $55M — —
DDOG, Datadog 1.07% Hold 271,800 $118.05 $32M — —
ROOT 0.23% Hold 154,320 $44.17 $6.8M — —
WLTH, Wealthfront 0.20% Hold 654,338 $9.25 $6.1M — —
OSCR, Oscar Health 0.14%, was 0.21% Reduce −44.4% 365,573 $11.47 $4.2M −291,862 −$5.3M
GTM, Zoominfo Technologies 0.13% Hold 670,000 $5.98 $4M — —

Exits / last held

Gone since 2025 Q4, shown at their last reported size.

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, PDD Holdings 4.54% Exit 0 $113.39 $208M −1,835,428 −$208M
DUOL, Duolingo 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 Resources 2.17% Exit 0 $23.18 $100M −4,298,202 −$100M
Jamf 1.23% Exit 0 $13.01 $56M −4,328,286 −$56M
Navan 0.78% Exit 0 $17.08 $36M −2,095,507 −$36M
MDLN, Medline 0.48% Exit 0 $42.00 $22M −525,000 −$22M
FIG, Figma 0.35% Exit 0 $37.37 $16M −431,165 −$16M
GEMI, Gemini Space Sta 0.18% Exit 0 $9.92 $8M −810,000 −$8M

Weight bar: held both quarters added sold at this quarter’s reported price

* Reported price is value ÷ shares from the 13F as of period end, not a live market quote. Weight % is each long-equity position ÷ full 13F AUM, so rows may not sum to 100% when the filing includes options or other non-equity (excluded from this table). Share change and $ change are vs 2025 Q4. Click a column header to sort, or New, Hold, Add or Reduce to bring those moves to the top. Exit opens the last-held block below.

Filings history

20 periods, with AUM normalized

Newest 13Fs
Period Holds 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 to 2026 Q2

Notable person
Marc Stad
SEC filing name
Dragoneer Investment Group, LLC
Location
San Francisco, CA
All SEC filings
View on sec.gov