Dragoneer Investment Group
SAN FRANCISCO, CAfiles as Dragoneer Investment Group, LLC
$2.8bn in 12 US stocks at the end of 30 June 2026. The top 10 are 98.4% of the money. It changed about 87.2% of the portfolio this quarter.
Value
$2.8bn
Stocks
12
Top 10 share
98.4%
Turnover
87.2%
What changed this quarter
New
Bought for the first time this quarter.
- Space Exploration TechnologiesSPCX48.2% of the fund
- Advanced Micro DevicesAMD19.3% of the fund
- Amazon.comAMZN10.7% of the fund
- InnioINIO4.0% of the fund
- Cerebras SystemsCBRS3.1% of the fund
Added
Bought more of a stock they already held.
None this quarter.
Cut
Sold some of their stake.
- Klarna GroupKLAR3.5% of the fund-16%
- Global-E OnlineGLBE1.3% of the fund-91%
Sold out
Sold their entire stake.
- NvidiaNVDA-100%
- CoupangCPNG-100%
- Meta PlatformsMETA-100%
- CarvanaCVNA-100%
- BlockXYZ-100%
- SailPointSAIL-100%
- DatadogDDOG-100%
- WealthfrontWLTH-100%
- Oscar HealthOSCR-100%
- ZoomInfo TechnologiesGTM-100%
Holdings
- Space Exploration TechnologiesSPCX
- Share
- 48.2%
- Value
- $1.4bn
- Shares
- 8,000,000
New
- InnioINIO
- Share
- 4.0%
- Value
- $113m
- Shares
- 2,850,000
New
- Cerebras SystemsCBRS
- Share
- 3.1%
- Value
- $88m
- Shares
- 400,000
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Space Exploration TechnologiesSPCX | 48.2% | $1.4bn | 8,000,000 | New |
| Advanced Micro DevicesAMD | 19.3% | $548m | 943,987 | New |
| Amazon.comAMZN | 10.7% | $303m | 1,271,500 | New |
| InnioINIO | 4.0% | $113m | 2,850,000 | New |
| Klarna GroupKLAR | 3.5% | $98m | 4,855,622 | -16% |
| Cerebras SystemsCBRS | 3.1% | $88m | 400,000 | New |
| Chime FinancialCHYM | 3.1% | $88m | 4,308,999 | Held |
| ServiceTitanTTAN | 2.5% | $71m | 1,000,885 | Held |
| Nu HoldingsNU | 2.3% | $66m | 4,954,299 | Held |
| CCC Intelligent Solutions HoldingsCCC | 1.7% | $47m | 9,196,301 | Held |
| Global-E OnlineGLBE | 1.3% | $35m | 1,020,315 | -91% |
| RootROOT | 0.3% | $9m | 154,320 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 42.1% since 30 June 2025.
Where the money is
Technology80.1%
Retail & consumer10.7%
Financial services9.2%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.