Dragoneer Investment Group, LLC — 13F Holdings & Portfolio
CIK 1602189 · latest 13F-HR filed 2026-08-14
Dragoneer Investment Group, LLC manages $2.83B in 13F-reported U.S. long-equity assets across 12 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SPCX (48.22%), AMD (19.35%), AMZN (10.69%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 5 new positions, exited 10, added to 4, and trimmed 3.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$2.83B
Long-equity book
12
Distinct positions
2026-06-30
Filed 2026-08-14
+5 / −10 / ↑4 / ↓3
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
| Name | Title / Status | Ownership | Type |
|---|
Quarter-over-quarter changes
Share-count changes vs the prior 13F.
Top Adds (vs prior quarter)
- KLARNA GROUP PLC$22.3M +29.4%
- CHIME FINL INC$7.5M +9.3%
- SERVICETITAN INC$7.3M +11.4%
- ROOT INC$1.8M +26.6%
Top Trims
- GLOBAL E ONLINE LTD-$307.5M -89.7%
- CCC INTELLIGENT SOLUTIONS HL-$7.7M -14.0%
- NU HLDGS LTD-$5.0M -7.0%
New Positions
- SPACE EXPLORATION TECHN CORP$1.37B
- ADVANCED MICRO DEVICES INC$548.4M
- AMAZON COM INC$303.0M
- INNIO NV$112.7M
- CEREBRAS SYSTEMS INC$88.4M
Exited Positions
- NVIDIA CORPORATION$650.2M
- COUPANG INC$525.9M
- META PLATFORMS INC$407.8M
- CARVANA CO$393.9M
- BLOCK INC$175.6M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | SPACE EXPLORATION TECHN CORP | SPCX | 84615Q103 | $1.37B | 48.22% | 8,000,000 | SH |
| 2 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $548.4M | 19.35% | 943,987 | SH |
| 3 | AMAZON COM INC | AMZN | 023135106 | $303.0M | 10.69% | 1,271,500 | SH |
| 4 | INNIO NV | INIO | N52A8C105 | $112.7M | 3.98% | 2,850,000 | SH |
| 5 | KLARNA GROUP PLC | KLAR | G5279N105 | $98.3M | 3.47% | 4,855,622 | SH |
| 6 | CEREBRAS SYSTEMS INC | CBRS | 15675D103 | $88.4M | 3.12% | 400,000 | SH |
| 7 | CHIME FINL INC | CHYM | 16935C109 | $88.2M | 3.11% | 4,308,999 | SH |
| 8 | SERVICETITAN INC | TTAN | 81764X103 | $70.8M | 2.50% | 1,000,885 | SH |
| 9 | NU HLDGS LTD | NU | G6683N103 | $66.2M | 2.34% | 4,954,299 | SH |
| 10 | CCC INTELLIGENT SOLUTIONS HL | CCC | 12510Q100 | $47.5M | 1.67% | 9,196,301 | SH |
| 11 | GLOBAL E ONLINE LTD | GLBE | M5216V106 | $35.4M | 1.25% | 1,020,315 | SH |
| 12 | ROOT INC | ROOT | 77664L207 | $8.6M | 0.30% | 154,320 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $2.83B | 12 | 0001193125-26-350447 |
| 2026-03-31 | 2026-05-15 | $3.00B | 17 | 0001193125-26-225175 |
| 2025-12-31 | 2026-02-17 | $4.59B | 27 | 0001193125-26-052974 |
| 2025-09-30 | 2025-11-14 | $4.53B | 26 | 0001193125-25-281469 |
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