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Q2 2026 holdings · 8 filings on record

Dragoneer Investment Group LLC

Marc Stad

Dragoneer Investment Group is a growth-oriented investment firm in San Francisco, founded by Marc Stad, who has been its chief executive since 2012. Before Dragoneer, Stad was a partner and portfolio manager at the Investment Group of Santa Barbara, and he worked at TPG Capital and McKinsey & Company. The firm has a flexible mandate to invest in high-quality businesses in both public and private markets. Pat Robertson is its president. Private companies do not appear in a 13F filing, which lists mainly US-listed stocks, so the holdings shown here cover only the public part of the firm.

AI-written, awaiting an editor · as of Oct 31, 2026 · not from the filings · 3 sources
  1. Milken Institute: Marc Stad milkeninstitute.org ↗
  2. SEC: Form ADV, Dragoneer Investment Group reports.adviserinfo.sec.gov ↗
  3. SEC: Frequently asked questions about Form 13F sec.gov ↗
Held on Jun 30, now 124 days oldReported to the SEC Aug 14, 2026Next filing due Nov 16 · 15 days
US-listed stocks held$2.8B
Positions12
Behaves like3.5equal-sized positions
Top 10 holdings98.4%of the total

Holdings

On June 30, 2026, Dragoneer Investment Group LLC held 12 positions in US-listed stocks worth $2.8 billion. The ten largest were 98.4% of it.

  1. 1SPACE EXPLORATION TECHN CORPSPCXCLASS A COM STK$1.4B48.2%
  2. 2Advanced Micro Devices, Inc.AMD$548.4M19.3%
  3. 3Amazon.com, Inc.AMZN$303M10.7%
  4. 4INNIO N.V.INIO$112.7M4.0%
  5. 5KLARNA GROUP PLCKLAR$98.3M3.5%
  6. 6Cerebras Systems Inc.CBRSCOM CL A$88.4M3.1%
  7. 7CHIME FINL INCCHYMCOM SHS CL A$88.2M3.1%
  8. 8ServiceTitan Inc - Class ATTANSHS CL A$70.8M2.5%
  9. 9Nu Holdings Ltd.NUORD SHS CL A$66.2M2.3%
  10. 10CCC INTELLIGENT SOLUTIONS HLCCC$47.5M1.7%

What this filing cannot show

A 13F is a partial picture. Here is the part that is missing.

It lists long positions in US-listed stocks and options only. Not short positions, cash, ordinary bonds, anything listed only abroad, anything private, or anything bought and sold inside the quarter.

What is a 13F?

A quarterly SEC filing where large investment managers list the long positions in US-listed stocks and options they held at the end of the quarter. It is a snapshot, filed up to 45 days after that date.

Why is this list weeks old?

Managers have 45 days after each quarter ends to file, and most of the funds we track file on the last permitted day. So the newest list still describes where the fund stood weeks ago, and the market has moved since.

What does “behaves like” mean?

How many equal-sized positions would be exactly this concentrated. Ten positions of the same size behave like 10. Ten positions where one holds most of the money behave like fewer than 2. It is 1 divided by the sum of each position’s squared share of the total.

Why are two lines sometimes the same company?

Each line is one security as the manager filed it. Two share classes of one company, or a company’s stock and its convertible notes, are separate lines in the filing, and they stay separate here.

Filing history

8 filings on record.

Quarter endedReported to the SECPositionsSource
Jun 30, 2026Aug 14, 202612Open the SEC filing ↗
Mar 31, 2026May 15, 202617Open the SEC filing ↗
Dec 31, 2025Feb 17, 202627Open the SEC filing ↗
Sep 30, 2025Nov 14, 202526Open the SEC filing ↗
Jun 30, 2025Aug 14, 202520Open the SEC filing ↗
Mar 31, 2025May 15, 202522Open the SEC filing ↗
Dec 31, 2024Feb 14, 202523Open the SEC filing ↗
Sep 30, 2024Nov 14, 202424Open the SEC filing ↗

Where a manager later amended a filing, the date shown is the amendment’s. Every filing from this fund at the SEC ↗

⚠️ Public information, sourced from SEC 13F filings. A 13F shows long US-listed positions only; it cannot show shorts, cash, ordinary bonds, foreign lines, or anything bought and sold within the quarter. Values are the manager’s own quarter-end figures, filed up to 45 days later. Not financial advice.