Dragoneer Investment Group, LLC 13F Holdings · Q2 2026
Dragoneer Investment Group, LLC reported 12 securities worth $2.83B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: SPCX (48.22%), AMD (19.35%), AMZN (10.69%). Among its top 25 positions this quarter: 5 new, 2 trimmed, 10 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPCX | SPACE EXPLORATION TECHN CORP | $1.37B | 48.22% | 8.0M | New |
| 2 | AMD | ADVANCED MICRO DEVICES INC | $548.4M | 19.35% | 943,987 | New |
| 3 | AMZN | AMAZON COM INC | $303.0M | 10.69% | 1.3M | New |
| 4 | INIO | INNIO NV | $112.7M | 3.98% | 2.9M | New |
| 5 | KLAR | KLARNA GROUP PLC | $98.3M | 3.47% | 4.9M | Trimmed |
| 6 | CBRS | CEREBRAS SYSTEMS INC | $88.4M | 3.12% | 400,000 | New |
| 7 | CHYM | CHIME FINL INC | $88.2M | 3.11% | 4.3M | Hold |
| 8 | TTAN | SERVICETITAN INC | $70.8M | 2.50% | 1.0M | Hold |
| 9 | NU | NU HLDGS LTD | $66.2M | 2.34% | 5.0M | Hold |
| 10 | CCC | CCC INTELLIGENT SOLUTIONS HL | $47.5M | 1.67% | 9.2M | Hold |
| 11 | GLBE | GLOBAL E ONLINE LTD | $35.4M | 1.25% | 1.0M | Trimmed |
| 12 | ROOT | ROOT INC | $8.6M | 0.30% | 154,320 | Hold |
| 13 | CPNG | COUPANG INC | $0 | 0.00% | 0 | Exited |
| 14 | CVNA | CARVANA CO | $0 | 0.00% | 0 | Exited |
| 15 | DDOG | DATADOG INC | $0 | 0.00% | 0 | Exited |
| 16 | GTM | ZOOMINFO TECHNOLOGIES INC | $0 | 0.00% | 0 | Exited |
| 17 | META | META PLATFORMS INC | $0 | 0.00% | 0 | Exited |
| 18 | NVDA | NVIDIA CORPORATION | $0 | 0.00% | 0 | Exited |
| 19 | OSCR | OSCAR HEALTH INC | $0 | 0.00% | 0 | Exited |
| 20 | SAIL | SAILPOINT INC | $0 | 0.00% | 0 | Exited |
| 21 | WLTH | WEALTHFRONT CORP | $0 | 0.00% | 0 | Exited |
| 22 | XYZ | BLOCK INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR