Dragoneer Investment Group, LLC
Institutional investor · Portfolio as of Q2 2026
Top Holdings12 positions
SPACE EXPLORATION TECHN CORP | 8M | $1.4B | 48.2% | $170.86 | -13.02% | 1 qtr | New 100 |
ADVANCED MICRO DEVICES INC | 943,987 | $548.4M | 19.3% | $580.91 | -3.22% | 1 qtr | New 100 |
AMAZON COM INC | 1.3M | $303M | 10.7% | $238.34 | +6.89% | 1 qtr | New 98 |
INNIO NV | 2.9M | $112.7M | 4.0% | $39.55 | -58.28% | 1 qtr | New 86 |
KLARNA GROUP PLC | 4.9M | $98.3M | 3.5% | $38.44 | -64.85% | 4 qtrssince 2025-Q3 | Decreased 0 |
CEREBRAS SYSTEMS INC | 400,000 | $88.4M | 3.1% | $221.00 | -35.67% | 1 qtr | New 86 |
CHIME FINL INC | 4.3M | $88.2M | 3.1% | $33.06 | -9.38% | 5 qtrssince 2025-Q2 | Unchanged 0 |
SERVICETITAN INC | 1M | $70.8M | 2.5% | $103.92 | -26.76% | 7 qtrssince 2024-Q4 | Unchanged 0 |
NU HLDGS LTD | 5M | $66.2M | 2.3% | $9.40 | +56.70% | 19 qtrssince 2021-Q4 | Unchanged 0 |
CCC Intelligent Solutions Holdings Inc | 9.2M | $47.5M | 1.7% | $10.49 | -27.29% | 20 qtrssince 2021-Q3 | Unchanged 0 |
GLOBAL E ONLINE LTD | 1M | $35.4M | 1.3% | $31.10 | +29.35% | 21 qtrssince 2021-Q2 | Decreased 0 |
ROOT INC | 154,320 | $8.6M | 0.3% | $7.88 | +541.24% | 16 qtrssince 2022-Q3 | Unchanged 0 |
Dragoneer Investment Group, LLC manages $2.8B across 12 positions as of Q2 2026. Top holdings: SPCX (48.2%), AMD (19.3%), AMZN (10.7%). Fund DNA: Concentrated Value. HoldingsIntel Score: 1/5.0.
Active quarter - 5 new positions, 10 exits, 0 increased. Top move: SPCX (NEW, conviction 100). Portfolio: $2.8B across 12 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
No active accumulation streaks detected for this filer.
Streaks require 2+ consecutive quarters of increased positions in the most recent period.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
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