Hedge fund, long-only 13F filer
Dragoneer Investment Group
US long stock positions, not assets under management
Form 13F-HR, filed 14 August 2026
Dragoneer Investment Group has stopped filing, or filed late: its most recent 13F in our EDGAR ingest was filed 14 August 2026, covering the quarter ended 30 June 2026 — 1 reporting quarter behind the newest filing among managers we track. Everything below is that last filing, not a current portfolio.
How has Dragoneer Investment Group's portfolio moved against the S&P 500?
Dragoneer Investment Group's latest 13F filing covers the quarter ended 30 June 2026 and was filed 14 August 2026 (45 days after quarter end): 12 disclosed US-listed positions — 2.8B USD in long stock. Five new buys, one trim and ten exits against the prior quarter. Holdings are up to 45 days old by the time they clear EDGAR.
Since Sept 2025Dragoneer Investment Group -37%S&P 500 from Dec 2025 +9%
The line rebuilds Dragoneer Investment Group's disclosed 13F holdings at each filing and holds them to the next, tracked against the S&P 500 where daily price history overlaps. Long US equity only — an illustrative read, not an audited return.
Since Sept 2024Dragoneer Investment Group -51%S&P 500 from Dec 2025 +9%
The line rebuilds Dragoneer Investment Group's disclosed 13F holdings at each filing and holds them to the next, tracked against the S&P 500 where daily price history overlaps. Long US equity only — an illustrative read, not an audited return.
- Long stock value
- 2.8B USD
- Positions
- 12
- Top holding
- SPCX, 48.2%
- Top sector
- Industrials 50%
- New buys, Q2 2026
- 5
- Exits, Q2 2026
- 10
Values as reported, as of Q2 2026
Top holdings — quarter ended 30 June 2026
12 US-listed positions were disclosed for the quarter ended 30 June 2026; the 12 largest by reported value are below.
Source: SEC EDGAR Form 13F-HR, as filed.
| Position | Value | Weight | Shares | Last quarter |
|---|---|---|---|---|
| SPCXSPACE EXPLORATION TECHN CORP | 1.4B USD | 48.2% | 8.0M | New buy |
| AMDADVANCED MICRO DEVICES INC | 548.4M USD | 19.3% | 944.0K | New buy |
| AMZNAMAZON COM INC | 303.0M USD | 10.7% | 1.3M | New buy |
| INNIO NV | 112.7M USD | 4.0% | 2.9M | New buy |
| KLARKLARNA GROUP PLC | 98.3M USD | 3.5% | 4.9M | Held |
| CEREBRAS SYSTEMS INC | 88.4M USD | 3.1% | 400.0K | New buy |
| CHYMCHIME FINL INC | 88.2M USD | 3.1% | 4.3M | Held |
| TTANSERVICETITAN INC | 70.8M USD | 2.5% | 1.0M | Held |
| NUNU HLDGS LTD | 66.2M USD | 2.3% | 5.0M | Held |
| CCCCCC INTELLIGENT SOLUTIONS HL | 47.5M USD | 1.7% | 9.2M | Held |
| GLBEGLOBAL E ONLINE LTD | 35.4M USD | 1.3% | 1.0M | Trimmed |
| ROOTROOT INC | 8.6M USD | 0.3% | 154.3K | Held |
Quarterly changes — quarter ended 30 June 2026
16 changes vs the prior quarter's filing, as of 30 June 2026: 5 new, 0 added, 1 trimmed and 10 sold out.
What changed against the previous quarter's filing: new positions first, then adds, trims and exits, each sorted by position size.
New buys 5Adds 0Trims 1Exits 10
| Position | Change | Shares moved | Value after |
|---|---|---|---|
| SPCXSPACE EXPLORATION TECHN CORP | New buy | +8.0M | 1.4B USD |
| AMDADVANCED MICRO DEVICES INC | New buy | +944.0K | 548.4M USD |
| AMZNAMAZON COM INC | New buy | +1.3M | 303.0M USD |
| INNIO NV | New buy | +2.9M | 112.7M USD |
| CEREBRAS SYSTEMS INC | New buy | +400.0K | 88.4M USD |
| GLBEGLOBAL E ONLINE LTD | Trimmed | −10.1M | 35.4M USD |
| NVDANVIDIA CORPORATION | Sold out | −3.7M | was 650.2M USD |
| CPNGCOUPANG INC | Sold out | −27.9M | was 525.9M USD |
| METAMETA PLATFORMS INC | Sold out | −712.8K | was 407.8M USD |
| CVNACARVANA CO | Sold out | −1.3M | was 393.9M USD |
| XYZBLOCK INC | Sold out | −2.9M | was 175.6M USD |
| SAILPOINT INC | Sold out | −8.0M | was 105.9M USD |
| DDOGDATADOG INC | Sold out | −271.8K | was 32.1M USD |
| WLTHWEALTHFRONT CORP | Sold out | −654.3K | was 6.1M USD |
| OSCROSCAR HEALTH INC | Sold out | −365.6K | was 4.2M USD |
| ZIZOOMINFO TECHNOLOGIES INC | Sold out | −670.0K | was 4.0M USD |
Sector allocation
Industrials carries the largest share of disclosed value, at 50%.
Weights are by reported value of the quarter-end holdings; sectors from the reference list, unclassified where none matched.
| Sector | Weight | Holdings |
|---|---|---|
| Industrials | 50% | CCC, SPCX |
| Technology | 19% | AMD |
| Other / unclassified | 17% | CHYM, GLBE, KLAR, TTAN |
| Consumer Cyclical | 11% | AMZN |
| Financial Services | 3% | NU, ROOT |
Dragoneer Investment Group: frequently asked questions
What is Dragoneer Investment Group's biggest holding?
As of the quarter ended 30 June 2026, the largest disclosed position was SPCX (SPACE EXPLORATION TECHN CORP), about 48.2% of the disclosed US-listed portfolio by reported value.
What did Marc Stad's Dragoneer Investment Group buy in Q2 2026?
5 new positions were disclosed for the quarter ended 30 June 2026; the largest were SPCX, AMD, AMZN. Adds and trims are listed in the quarterly-changes table on this page.
How concentrated is the portfolio?
Very concentrated. The top five positions are 86% of disclosed value and the top ten are 98%.
When is Dragoneer Investment Group's next 13F due?
13F filings for the quarter ended 30 September 2026 are due by 16 November 2026 — managers have 45 days after each calendar quarter ends. Whether Dragoneer Investment Group files is up to the manager; we show whatever EDGAR receives.
Does this show the whole portfolio?
No. Form 13F covers US-listed long equity and some options only — no short bets, bonds, cash, private businesses, non-US holdings or timing inside the quarter. Amended filings replace originals; this page always shows the latest canonical version.
Read the form itself on SEC EDGAR or see our plain-words guide to 13F filings — Dragoneer Investment Group may have already changed these positions since 30 June 2026.
References
- SEC EDGAR Form 13F-HR, quarterly, up to 45 days delayed. Filings are public records. Ticker mapping via SEC public files and OpenFIGI.
- Finazon prior-day close, indicative (IEX-derived, not the official close), some closes dollar-rounded at the source