Dragoneer Investment Group, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Dragoneer Investment Group, LLC reported 12 stock positions worth $2.8 billion. Its top holding was Space Exploration Techn Class A (SPCX) at 48.2% of the portfolio, followed by Advanced Micro Devices (AMD, 19.3%) and Amazon.com (AMZN, 10.7%). Compared with Q1 2026, it opened 5 new positions, sold out of 10 and reduced 2. The biggest buy was a new position in Space Exploration Techn Class A (SPCX) and the biggest sale an exit from Nvidia (NVDA).
- Most Recent 13F
- Q2 2026
- Location
- SAN FRANCISCO, CA
- CIK
- 0001602189
- Portfolio Value
- $2.8B (Q2 2026)
- SEC Filing
- 0001193125-26-350447 ↗ filed Aug 14, 2026
Holdings Value
Holdings 12 stocks · $2.8B
| SPCX Space Exploration Techn Class A | 48.22% | 8,000,000 | $1.4B | New |
| AMD Advanced Micro Devices | 19.35% | 943,987 | $548.4M | New |
| AMZN Amazon.com Inc. | 10.69% | 1,271,500 | $303.0M | New |
| INIO Innio NV | 3.98% | 2,850,000 | $112.7M | New |
| KLAR Klarna Group PLC | 3.47% | 4,855,622 | $98.3M | Reduce -16.3% |
| CBRS Cerebras Systems Inc. Class A | 3.12% | 400,000 | $88.4M | New |
| CHYM Chime Financial Inc. Class A | 3.11% | 4,308,999 | $88.2M | No change |
| TTAN Servicetitan Inc. Class A | 2.50% | 1,000,885 | $70.8M | No change |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 2.34% | 4,954,299 | $66.2M | No change |
| CCC CCC Intelligent Solutions Ho | 1.67% | 9,196,301 | $47.5M | No change |
| GLBE Global-E Online Ltd. | 1.25% | 1,020,315 | $35.4M | Reduce -90.8% |
| ROOT Root Inc./Oh Class A | 0.30% | 154,320 | $8.6M | No change |
Portfolio Sells Q1 2026 → Q2 2026
| NVDA Nvidia Corp. | Sold out | 0.00% | −21.66 |
| CPNG Coupang Inc. | Sold out | 0.00% | −17.52 |
| META Meta Platforms Inc. Class A | Sold out | 0.00% | −13.58 |
| CVNA Carvana Co. | Sold out | 0.00% | −13.12 |
| GLBE Global-E Online Ltd. | Reduce -90.8% | 1.25% | −10.17 |
| XYZ Block Inc. | Sold out | 0.00% | −5.85 |
| SAIL Sailpoint Inc. | Sold out | 0.00% | −3.53 |
| DDOG Datadog Inc. Class A | Sold out | 0.00% | −1.07 |
| WLTH Wealthfront Corp. | Sold out | 0.00% | −0.20 |
| OSCR Oscar Health Inc. Class A | Sold out | 0.00% | −0.14 |
| GTM Zoominfo Technologies Inc. | Sold out | 0.00% | −0.13 |
| KLAR Klarna Group PLC | Reduce -16.3% | 3.47% | +0.94 |
Portfolio Buys Q1 2026 → Q2 2026
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 12 | $2.8B | SPCX, AMD, AMZN, INIO, KLAR |
| Q1 2026 | 17 | $3.0B | NVDA, CPNG, META, CVNA, GLBE |
| Q4 2025 | 27 | $4.6B | CPNG, NVDA, GLBE, CVNA, DAY |
| Q3 2025 | 26 | $4.5B | DUOL, XYZ, CPNG, GLBE, NVDA |
| Q2 2025 | 20 | $4.9B | XYZ, CPNG, NVDA, FLUT, PDD |
| Q1 2025 | 22 | $4.8B | CPNG, PDD, XYZ, INTU, DUOL |
| Q4 2024 | 23 | $5.7B | GLBE, RBLX, PDD, CPNG, TEAM |
| Q3 2024 | 24 | $5.8B | GLBE, TEAM, RBLX, PDD, DAY |
| Q2 2024 | 33 | $5.2B | GLBE, TEAM, RBLX, CPNG, PDD |
| Q1 2024 | 29 | $4.3B | GLBE, GTM, RBLX, CPNG, FLUT |