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Dragoneer Investment Group, LLC

CIK 1602189 · latest 13F filed 14 August 2026 · Read the filing on EDGAR

Dragoneer Investment Group, LLC reported 12 US-listed holdings worth $2.83 billion in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Space Exploration Techn Corp. Class A Com STK (48.2%), Advanced Micro Devices Inc. (19.3%) and Amazon.com Inc. (10.7%). Against the quarter before, it opened 5 positions, added to 0, trimmed 2 and sold out of 10.

Reported holdings$2.83B-5.6% on Q1 2026
Positions12-5 on Q1 2026
The largest ten98.4%of its reported holdings
Latest 13FQ2 2026filed 14 August 2026
Where the money is
OpenedHeldTrimmed
SPCX48.2%AMD19.3%AMZN10.7%INIO4.0%KLAR3.5%CBRS3.1%CHYM3.1%TTAN2.5%NU2.3%CCC1.7%GLBE1.3%

The 12 largest of its 12 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $5.75 billion in 24 positions$5.75BQ3 24Q4 2024: $5.73 billion in 23 positions$5.73BQ4 24Q1 2025: $4.75 billion in 22 positions$4.75BQ1 25Q2 2025: $4.90 billion in 20 positions$4.90BQ2 25Q3 2025: $4.53 billion in 26 positions$4.53BQ3 25Q4 2025: $4.59 billion in 27 positions$4.59BQ4 25Q1 2026: $3.00 billion in 17 positions$3.00BQ1 26Q2 2026: $2.83 billion in 12 positions$2.83BQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What it did on the quarter

Opened 5Held 5Trimmed 2Sold out 10
Opened: 5Held: 5Trimmed: 2Sold out: 10

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 5

  1. Space Exploration Techn Corp. Class A Com STK SPCX$1.37 billion
  2. Advanced Micro Devices Inc. AMD$548.4 million
  3. Amazon.com Inc. AMZN$303.0 million
  4. Innio NV INIO$112.7 million
  5. Cerebras Systems Inc. Com Class A CBRS$88.4 million

Trimmed 2

  1. Global E Online Ltd GLBE-10.1 million shares · -91%
  2. Klarna Group PLC KLAR-948,142 shares · -16%

Sold out of 10

  1. NVIDIA Corp. NVDA$650.2 million last quarter
  2. Coupang Inc. Class A CPNG$525.9 million last quarter
  3. Meta Platforms, Inc. META$407.8 million last quarter
  4. Carvana Co. CVNA$393.9 million last quarter
  5. Block, Inc. XYZ$175.6 million last quarter
  6. Sailpoint Inc. SAIL$105.9 million last quarter
  7. Datadog, Inc. DDOG$32.1 million last quarter
  8. Wealthfront Corp. WLTH$6.1 million last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Space Exploration Techn Corp. Class A Com STK SPCX8,000,000$1.37 billion48.22%new
Advanced Micro Devices Inc. AMD943,987$548.4 million19.35%new
Amazon.com Inc. AMZN1,271,500$303.0 million10.69%new
Innio NV INIO2,850,000$112.7 million3.98%new
Klarna Group PLC KLAR4,855,622$98.3 million3.47%-948,142
Cerebras Systems Inc. Com Class A CBRS400,000$88.4 million3.12%new
Chime Finl Inc CHYM4,308,999$88.2 million3.11%no change
Servicetitan TTAN1,000,885$70.8 million2.50%no change
Nu Holdings Ltd. NU4,954,299$66.2 million2.34%no change
CCC Intelligent Solutions HL CCC9,196,301$47.5 million1.67%no change
Global E Online Ltd GLBE1,020,315$35.4 million1.25%-10,095,314
Root Inc. ROOT154,320$8.6 million0.30%no change
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 10 it sold out of are in the box above.