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Hedge fund · Long-only 13F filer
Dragoneer Investment Group
$2.8B−$167.6M vs prior 13FUS long stock positions · not assets under managementSEC EDGAR · 13F-HR · filed 14 August 2026
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 — $2.8 billion 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.
Portfolio · vs S&P 500Dragoneer Investment GroupS&P 500
Sept 2025Dragoneer Investment Group -37% · S&P: +12%
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.
S&P 500 overlay: Finazon · prior-day close, most closes dollar-rounded at the source
Portfolio · vs S&P 500Dragoneer Investment GroupS&P 500
Sept 2024Dragoneer Investment Group -51% · S&P from Sept 2025: +12%
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.
S&P 500 overlay: Finazon · prior-day close, most closes dollar-rounded at the source
Long stock value$2.8B
Positions12
Top holdingSPCX · 48.2%
Top sectorIndustrials 50%
New buys · Q2 20265
Exits · Q2 202610
Portfolio reconstructed from SEC EDGAR 13F filings · values as reported · as of Q2 2026
Industrials carries the largest share of disclosed value, at 50%.
Industrials50%
CCC · SPCX
Technology19%
AMD
Other / unclassified17%
CHYM · GLBE · KLAR · TTAN
Consumer Cyclical11%
AMZN
Financial Services3%
NU · ROOT
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.