Dragoneer Investment Group portfolio
13F for Q2 2026, filed Aug 14, 2026
Dragoneer Investment Group reported 12 positions worth $2.8B as of Jun 30, 2026. The largest were Space Exploration Techn Corp (48.2%), Advanced Micro Devices, Inc. (19.4%) and Amazon.com, Inc. (10.7%). Against Q1 2026: 5 new, 0 added to, 2 reduced, 10 sold out.
The filing on sec.gov · Every fund · What a 13F shows
- Reported value
- $2.8Bas of Jun 30
- Positions
- 125 new, 10 sold out
- Largest position
- Space Exploration Techn Corp48.2% of the portfolio
- Top 10 positions
- 98%of reported value
What Dragoneer Investment Group bought
Q2 2026 against Q1 2026| Position | Change | Value |
|---|---|---|
| Space Exploration Techn Corp | New | $1.4B |
| AMDAdvanced Micro Devices, Inc. | New | $548M |
| AMZNAmazon.com, Inc. | New | $303M |
| Innio NV | New | $113M |
| Cerebras Systems Inc | New | $88.4M |
AMDAdvanced Micro Devices, Inc.
AMZNAmazon.com, Inc.What Dragoneer Investment Group sold
Largest 5 of 12| Position | Change | Value |
|---|---|---|
| NVDANVIDIA Corporation | Sold out | $650M |
| CPNGCoupang, Inc. | Sold out | $526M |
| METAMETA Platforms, Inc. | Sold out | $408M |
| CVNACarvana Co. | Sold out | $394M |
| GLBEGlobal-E Online Ltd. | −90.8% | $351M |
NVDANVIDIA Corporation
CPNGCoupang, Inc.
METAMETA Platforms, Inc.
CVNACarvana Co.Every position, largest first
12 positions, Q2 2026| Position | Portfolio | Value | Change |
|---|---|---|---|
| Space Exploration Techn Corp | 48.2% | $1.4B | New |
| AMDAdvanced Micro Devices, Inc. | 19.4% | $548M | New |
| AMZNAmazon.com, Inc. | 10.7% | $303M | New |
| Innio NV | 3.98% | $113M | New |
| KLARKlarna Group plc | 3.47% | $98.3M | −16.3% |
| Cerebras Systems Inc | 3.12% | $88.4M | New |
| CHYMChime Financial, Inc. | 3.11% | $88.2M | No change |
| TTANServiceTitan, Inc. | 2.50% | $70.8M | No change |
| NUNU Holdings Ltd. | 2.34% | $66.2M | No change |
| CCCCCC Intelligent Solutions Holdings Inc. | 1.67% | $47.5M | No change |
| GLBEGlobal-E Online Ltd. | 1.25% | $35.4M | −90.8% |
| ROOTRoot, Inc. | 0.30% | $8.6M | No change |
KLARKlarna Group plc
TTANServiceTitan, Inc.
NUNU Holdings Ltd.
CCCCCC Intelligent Solutions Holdings Inc.
ROOTRoot, Inc.What a 13F shows
This is Dragoneer Investment Group’s Form 13F for the quarter ended Jun 30, 2026, filed with the SEC on Aug 14, 2026 as Dragoneer Investment Group, LLC. A 13F lists long positions in US-listed securities on the quarter’s last day: shares, convertible bonds, puts and calls. It does not list short positions, cash, private holdings or most securities listed abroad, and a position may have changed since.
Options are shown as options, never added to the shares of the stock they are written on. A change is the share count against the fund's filing for Q1 2026; the estimated value of a change uses the price the filing's own figures imply. Where a count moved with a stock split, no change is shown.