Dragoneer Investment Group, LLC
13F Reported Value
ⓘ$2.8B
Holdings
12
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Dragoneer Investment Group, LLC disclosed 12 positions worth $2.8B in its Form 13F-HR for Q2 2026, led by $SPCX (SPACE EXPLORATION TECHNOLOGIES CORP) at 48.2% of the equity portfolio, followed by $AMD and $AMZN. During the quarter the fund opened 5 new positions and exited 10 — including a new stake in $SPCX and a full exit from $NVDA. The portfolio is most concentrated in Technology (80.1% of disclosed assets). All figures are sourced directly from Dragoneer Investment Group, LLC’s Form 13F-HR filing with the SEC under CIK 1602189.
AI Fund Analysis
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- $1.4B8,000,000 sh
- 79.8#32
Quality
$548.4M943,987 sh - 68.7#300
Quality
$303.0M1,271,500 sh - —
Quality
$112.7M2,850,000 sh - —
Quality
$98.3M4,855,622 sh - —
Quality
$88.4M400,000 sh - 53.5
Quality
$88.2M4,308,999 sh - 49.2
Quality
$70.8M1,000,885 sh - —
Quality
$66.2M4,954,299 sh - 58.4
Quality
$47.5M9,196,301 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 SPACE EXPLORATION TECHNOLOGIES CORP$SPCX | — | $1.4B | 8,000,000 |
 ADVANCED MICRO DEVICES INC$AMD | 79.8#32 | $548.4M | 943,987 |
 AMAZON COM INC$AMZN | 68.7#300 | $303.0M | 1,271,500 |
 INNIO N.V.$INIO | — | $112.7M | 2,850,000 |
 Klarna Group plc$KLAR | — | $98.3M | 4,855,622 |
 Cerebras Systems Inc.$CBRS | — | $88.4M | 400,000 |
 Chime Financial, Inc.$CHYM | 53.5 | $88.2M | 4,308,999 |
 ServiceTitan, Inc.$TTAN | 49.2 | $70.8M | 1,000,885 |
 Nu Holdings Ltd.$NU | — | $66.2M | 4,954,299 |
 CCC Intelligent Solutions Holdings Inc.$CCC | 58.4 | $47.5M | 9,196,301 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Dragoneer Investment Group, LLC's 12 positions.
Showing top 10 of 12 holdings.
Sector Allocation
Technology
$2.3B
Consumer Discretionary
$303.0M
Financials
$261.3M
Full Holdings — Dragoneer Investment Group, LLC (Q2 2026)
All 12 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | $1.4B | 48.2% | NEW | — |
| 2 | $AMD | ADVANCED MICRO DEVICES INC | $548.4M | 19.4% | NEW | 79.8 |
| 3 | $AMZN | AMAZON COM INC | $303.0M | 10.7% | NEW | 68.7 |
| 4 | $INIO | INNIO N.V. | $112.7M | 4.0% | NEW | — |
| 5 | $KLAR | Klarna Group plc | $98.3M | 3.5% | -16% | — |
| 6 | $CBRS | Cerebras Systems Inc. | $88.4M | 3.1% | NEW | — |
| 7 | $CHYM | Chime Financial, Inc. | $88.2M | 3.1% | +0% | 53.5 |
| 8 | $TTAN | ServiceTitan, Inc. | $70.8M | 2.5% | +0% | 49.2 |
| 9 | $NU | Nu Holdings Ltd. | $66.2M | 2.3% | +0% | — |
| 10 | $CCC | CCC Intelligent Solutions Holdings Inc. | $47.5M | 1.7% | +0% | 58.4 |
| 11 |  $GLBE | Global-E Online Ltd. | $35.4M | 1.3% | -91% | — |
| 12 |  $ROOT | Root, Inc. | $8.6M | 0.3% | +0% | 58.7 |
New Positions (5)
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