13F tracker › Dragoneer Investment Group
Dragoneer Investment Group 13F holdings, Q2 2026
Dragoneer Investment Group (growth investment firm founded by Marc Stad) reported 12 US-listed positions worth $2.8B in its
Form 13F for the quarter ended June 30, 2026, filed with the SEC on August 14, 2026.
Compared with Q1 2026, the filing shows 5 new positions, 0 increased, 2 reduced, and 10 exited.
Reported value$2.8B
Positions12
New / exited5 / 10
Quarter endedQ2 2026
Largest holdings
| Company | Value | Weight | Shares |
|---|
| Space Exploration Techn Corp | $1.4B | 48.2% | 8,000,000 |
| Advanced Micro Devices Inc | $548.4M | 19.3% | 943,987 |
| Amazon Com Inc | $303.0M | 10.7% | 1,271,500 |
| Innio Nv | $112.7M | 4.0% | 2,850,000 |
| Klarna Group Plc | $98.3M | 3.5% | 4,855,622 |
| Cerebras Systems Inc | $88.4M | 3.1% | 400,000 |
| Chime Finl Inc | $88.2M | 3.1% | 4,308,999 |
| Servicetitan Inc | $70.8M | 2.5% | 1,000,885 |
| Nu Hldgs Ltd | $66.2M | 2.3% | 4,954,299 |
| Ccc Intelligent Solutions Hl | $47.5M | 1.7% | 9,196,301 |
| Global E Online Ltd | $35.4M | 1.3% | 1,020,315 |
| Root Inc | $8.6M | 0.3% | 154,320 |
New positions in Q2 2026
| Company | Value | Shares |
| Space Exploration Techn Corp | $1.4B | 8,000,000 |
| Advanced Micro Devices Inc | $548.4M | 943,987 |
| Amazon Com Inc | $303.0M | 1,271,500 |
| Innio Nv | $112.7M | 2,850,000 |
| Cerebras Systems Inc | $88.4M | 400,000 |
Positions reduced
| Company | Value | Share change | Shares |
| Klarna Group Plc | $98.3M | -16% | 4,855,622 |
| Global E Online Ltd | $35.4M | -91% | 1,020,315 |
Positions exited (held in Q1 2026)
| Company | Value in Q1 2026 | Shares |
| Nvidia Corporation | $650.2M | 3,728,387 |
| Coupang Inc | $525.9M | 27,852,856 |
| Meta Platforms Inc | $407.8M | 712,800 |
| Carvana Co | $393.9M | 1,252,960 |
| Block Inc | $175.6M | 2,918,392 |
| Sailpoint Inc | $105.9M | 8,000,000 |
| Datadog Inc | $32.1M | 271,800 |
| Wealthfront Corp | $6.1M | 654,338 |
| Oscar Health Inc | $4.2M | 365,573 |
| Zoominfo Technologies Inc | $4.0M | 670,000 |
How to read this. A Form 13F lists long positions in US-listed securities at
quarter-end. It is filed up to 45 days later and does not show short positions, most derivatives, non-US holdings, cash, or
trades made after the quarter ended, so it is a historical snapshot—not a current portfolio. Values are as reported in the
filing. This page is not investment advice and does not suggest buying or selling any security.
Source: SEC EDGAR filing (Q2 2026), previous filing (Q1 2026). Updated 2026-11-11.
