Dragoneer Investment Group, LLC reported 12 positions worth $2.83B for the quarter ended Jun 30, 2026, down 5.6% on the prior quarter. It opened 5 new positions, added to 0, trimmed 2 and exited 10. Its largest holding is Space Exploration Technologies Corp at 48.2% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| NVDA Nvidia Corp | -3.73M | -100.0% | $650.23M | Exited |
| CPNG Coupang, Inc. | -27.85M | -100.0% | $525.86M | Exited |
| META Meta Platforms, Inc. | -712.8K | -100.0% | $407.81M | Exited |
| CVNA Carvana Co. | -6.26M | -100.0% | $393.91M | Exited |
| GLBE Global-E Online Ltd. | -10.10M | -90.8% | $350.61M | 1.25% |
| XYZ Block, Inc. | -2.92M | -100.0% | $175.63M | Exited |
| SAIL SailPoint, Inc. | -8.00M | -100.0% | $105.92M | Exited |
| DDOG Datadog, Inc. | -271.8K | -100.0% | $32.09M | Exited |
| KLAR Klarna Group plc | -948.1K | -16.3% | $19.19M | 3.47% |
| WLTH Wealthfront Corp | -654.3K | -100.0% | $6.05M | Exited |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| NVDA Nvidia Corp | -3.73M | $650.23M | 21.66% |
| CPNG Coupang, Inc. | -27.85M | $525.86M | 17.52% |
| META Meta Platforms, Inc. | -712.8K | $407.81M | 13.58% |
| CVNA Carvana Co. | -6.26M | $393.91M | 13.12% |
| XYZ Block, Inc. | -2.92M | $175.63M | 5.85% |
| SAIL SailPoint, Inc. | -8.00M | $105.92M | 3.53% |
| DDOG Datadog, Inc. | -271.8K | $32.09M | 1.07% |
| WLTH Wealthfront Corp | -654.3K | $6.05M | 0.202% |
| OSCR Oscar Health, Inc. | -365.6K | $4.19M | 0.14% |
| GTM ZoomInfo Technologies Inc. | -670.0K | $4.01M | 0.133% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | SPCX Space Exploration Technologies Corp | Industrials | 8.00M | $1.37B | 48.22% | +8.00M | – | New | 0.06% |
| 2 | AMD Advanced Micro Devices Inc | Technology | 944.0K | $548.37M | 19.35% | +944.0K | – | New | 0.06% |
| 3 | AMZN Amazon Com Inc | Consumer Discretionary | 1.27M | $303.05M | 10.69% | +1.27M | – | New | 0.01% |
| 4 | INIO Innio N.V. | Industrials | 2.85M | $112.72M | 3.98% | +2.85M | – | New | 0.38% |
| 5 | KLAR Klarna Group plc | Financial Services | 4.86M | $98.28M | 3.47% | -948.1K | -16.3% | Reduced | 1.31% |
| 6 | CBRS Cerebras Systems Inc. | Technology | 400.0K | $88.40M | 3.12% | +400.0K | – | New | 0.18% |
| 7 | CHYM Chime Financial, Inc. | Technology | 4.31M | $88.25M | 3.11% | 0 | 0.0% | Unchanged | 1.24% |
| 8 | TTAN ServiceTitan, Inc. | Technology | 1.00M | $70.77M | 2.5% | 0 | 0.0% | Unchanged | 1.05% |
| 9 | NU Nu Holdings Ltd. | Financial Services | 4.95M | $66.19M | 2.34% | 0 | 0.0% | Unchanged | 0.1% |
| 10 | CCC CCC Intelligent Solutions Holdings Inc. | Technology | 9.20M | $47.45M | 1.67% | 0 | 0.0% | Unchanged | 1.6% |
| 11 | GLBE Global-E Online Ltd. | Technology | 1.02M | $35.44M | 1.25% | -10.10M | -90.8% | Reduced | 0.6% |
| 12 | ROOT Root, Inc. | Financial Services | 154.3K | $8.63M | 0.304% | 0 | 0.0% | Unchanged | 0.98% |
Tip. Select a row to see that position’s full history at Dragoneer Investment.
As of its Q2 2026 13F filing, Dragoneer Investment Group, LLC’s five largest positions were Space Exploration Technologies Corp (SPCX) at 48.2%, Advanced Micro Devices Inc (AMD) at 19.3%, Amazon Com Inc (AMZN) at 10.7%, Innio N.V. (INIO) at 4.0%, Klarna Group plc (KLAR) at 3.5% of the reported portfolio.
Dragoneer Investment Group, LLC reported a 13F portfolio worth $2.83B across 12 positions for Q2 2026. That is down 5.6% from the previous quarter.
Its largest purchases by value were Space Exploration Technologies Corp ($1.37B), Advanced Micro Devices Inc ($548.37M), Amazon Com Inc ($303.05M). It opened 5 new positions.
Its largest sales by value were Nvidia Corp ($650.23M), Coupang, Inc. ($525.86M), Meta Platforms, Inc. ($407.81M). It exited 10 positions entirely.
From the Form 13F-HR reports Dragoneer Investment Group, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.