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 and exited 10; 4 existing positions rose in reported value and 3 fell.
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.
Long-equity book
Distinct positions
Filed 2026-08-14
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q2 26Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q1 26 → Q2 26Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
4 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 98.4%Cumulative share of the portfolio held in the largest N positions.
As of the firm’s regulatory filing dated May 4, 2026.
SUITE M-500
SAN FRANCISCO, CA 94129
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| DIMITRUK, MICHAEL, PAUL Control | GENERAL COUNSEL AND CHIEF OPERATING OFFICER since Jan 2017 | Less than 5% | Individual |
| DINDAY, LUKE, ANDREW Control | CHIEF FINANCIAL OFFICER since Dec 2018 | Less than 5% | Individual |
| DRAGONEER INTERCO HOLDINGS, LP Control | MEMBER since Apr 2018 | 75% or more | Foreign Entity |
| ROBERTSON, PAT, D. Control | PRESIDENT since Apr 2012 | Less than 5% | Individual |
| SCHNEIDER, ERIN, ELIZABETH Control | CHIEF COMPLIANCE OFFICER since Apr 2022 | Less than 5% | Individual |
| STAD, MARC (NMN) Control | CHIEF EXECUTIVE OFFICER since Feb 2012 | Less than 5% | Individual |
| CARDINAL DIG CC, LLC Control Indirect owner via DRAGONEER INTERCO HOLDINGS, LP | GENERAL PARTNER since Apr 2018 | General partner, trustee or manager | Foreign Entity |
| CARDINAL DIG CC, LLC Control Indirect owner via DRAGONEER GROUP HOLDINGS, LP | GENERAL PARTNER since Apr 2018 | General partner, trustee or manager | Foreign Entity |
| DRAGONEER GROUP HOLDINGS, LP Control Indirect owner via DRAGONEER INTERCO HOLDINGS, LP | LIMITED PARTNER since Apr 2018 | 75% or more | Foreign Entity |
| STAD, MARC (NMN) Control Indirect owner via DRAGONEER GROUP HOLDINGS, LP | LIMITED PARTNER since Apr 2018 | 50–75% | Individual |
Ownership & leadership changes · 7 filings with changes since Feb 16, 2012
From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.
- ChangedDIMITRUK, MICHAEL, PAUL · title GENERAL COUNSEL → GENERAL COUNSEL AND CHIEF OPERATING OFFICER
- ChangedROBERTSON, PAT, D. · title CHIEF OPERATING OFFICER → PRESIDENT
- ChangedSTAD, MARC (NMN) · title PRESIDENT → CHIEF EXECUTIVE OFFICER
- AddedSCHNEIDER, ERIN, ELIZABETH · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
- ChangedDIMITRUK, MICHAEL, PAUL · title GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER → GENERAL COUNSEL
- AddedCARDINAL DIG CC, LLC · GENERAL PARTNER · General partner, trustee or manager · indirect via DRAGONEER INTERCO HOLDINGS, LP · control person
- AddedCARDINAL DIG CC, LLC · GENERAL PARTNER · General partner, trustee or manager · indirect via DRAGONEER GROUP HOLDINGS, LP · control person
- AddedDINDAY, LUKE, ANDREW · CHIEF FINANCIAL OFFICER · Less than 5% · control person
- AddedDRAGONEER GROUP HOLDINGS, LP · LIMITED PARTNER · 75% or more · indirect via DRAGONEER INTERCO HOLDINGS, LP · control person
- AddedDRAGONEER INTERCO HOLDINGS, LP · MEMBER · 75% or more · control person
- AddedSTAD, MARC (NMN) · LIMITED PARTNER · 50–75% · indirect via DRAGONEER GROUP HOLDINGS, LP · control person
- ChangedSTAD, MARC (NMN) · title MANAGING MEMBER → PRESIDENT; ownership 75% or more → Less than 5%
- AddedDIMITRUK, MICHAEL, PAUL · GENERAL COUNSEL/CHIEF COMPLIANCE OFFICER · Less than 5% · control person
- ChangedROBERTSON, PAT, D. · title CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER → CHIEF OPERATING OFFICER
- ChangedROBERTSON, PAT, D. · title CHIEF COMPLIANCE OFFICER → CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER
- ChangedROBERTSON, PAT, D. · title CHIEF COMPLIANCE OFFICER/CHIEF INVESTMENT OFFICER → CHIEF COMPLIANCE OFFICER
- AddedROBERTSON, PAT, D. · CHIEF COMPLIANCE OFFICER/CHIEF INVESTMENT OFFICER · Less than 5% · control person
- ChangedSTAD, MARC (NMN) · title CHIEF COMPLIANCE OFFICER/MANAGING MEMBER → MANAGING MEMBER
- ListedSTAD, MARC (NMN) · CHIEF COMPLIANCE OFFICER/MANAGING MEMBER · 75% or more · control person
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
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
Dragoneer Investment Group, LLC Holdings (2026-06-30)
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 |
BUILDING D, SUITE M500
SAN FRANCISCO, CA 94129