Dragoneer Investment Group, LLC
Institutional investor · Portfolio as of Q2 2026
Top Holdings12 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
| 8M | $1.4B | 48.2% | $170.86 | -18.28% | 1 qtr | New 100 | |
ADVANCED MICRO DEVICES | 943,987 | $548.4M | 19.3% | $580.91 | -17.21% | 1 qtr | New 100 |
AMAZON.COM INC | 1.3M | $303M | 10.7% | $238.34 | +9.21% | 1 qtr | New 98 |
| 2.9M | $112.7M | 4.0% | $39.55 | -40.94% | 1 qtr | New 86 | |
KLARNA GROUP PLC | 4.9M | $98.3M | 3.5% | $38.44 | -63.03% | 4 qtrssince 2025-Q3 | Decreased 0 |
| 400,000 | $88.4M | 3.1% | $221.00 | -17.58% | 1 qtr | New 86 | |
Chime Financial, Inc. Class A | 4.3M | $88.2M | 3.1% | $33.06 | +0.27% | 5 qtrssince 2025-Q2 | Unchanged 0 |
SERVICETITAN INC | 1M | $70.8M | 2.5% | $103.92 | -11.25% | 7 qtrssince 2024-Q4 | Unchanged 0 |
NU HOLDINGS LTD/CAYMAN ISL-A | 5M | $66.2M | 2.3% | $9.40 | +61.38% | 19 qtrssince 2021-Q4 | Unchanged 0 |
CCC INTELLIGENT SOLUTIONS HO | 9.2M | $47.5M | 1.7% | $10.49 | -30.43% | 20 qtrssince 2021-Q3 | Unchanged 0 |
GLOBAL E ONLINE LTD | 1M | $35.4M | 1.3% | $31.78 | +23.13% | 21 qtrssince 2021-Q2 | Decreased 0 |
ROOT INC | 154,320 | $8.6M | 0.3% | $297.90 | -80.47% | 23 qtrssince 2020-Q4 | 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: Balanced Allocator. 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
Best and worst performing positions by estimated return
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Top Losers
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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