13F filings
Dragoneer Investment Group
Where the disclosed book sits
by disclosed valueLargest holdings
all 12 positions| Holding | Type | Value | Shares | Share of book |
|---|---|---|---|---|
| SPCXSpace Exploration Techn Corp | Shares | $1.4B | 8,000,000 | 48.2% |
| AMDAdvanced Micro Devices Inc | Shares | $548.4M | 943,987 | 19.3% |
| AMZNAmazon Com Inc | Shares | $303.0M | 1,271,500 | 10.7% |
| INIOInnio NV | Shares | $112.7M | 2,850,000 | 4% |
| KLARKlarna Group PLC | Shares | $98.3M | 4,855,622 | 3.5% |
| CBRSCerebras Systems Inc | Shares | $88.4M | 400,000 | 3.1% |
| CHYMChime Finl Inc | Shares | $88.2M | 4,308,999 | 3.1% |
| TTANServicetitan Inc | Shares | $70.8M | 1,000,885 | 2.5% |
| NUNU Hldgs Ltd | Shares | $66.2M | 4,954,299 | 2.3% |
| CCC Intelligent Solutions HlCCC Intelligent Solutions Hl | Shares | $47.5M | 9,196,301 | 1.7% |
| GLBEGlobal E Online Ltd | Shares | $35.4M | 1,020,315 | 1.3% |
| ROOTROOT Inc | Shares | $8.6M | 154,320 | 0.3% |
Share of book is the position's value against the whole disclosed 13F value, so the rows shown here do not sum to 100% unless every position is listed.
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What changed last quarter
15 largest moves| Holding | Move | Share change | Value change | Value after |
|---|---|---|---|---|
| SPCXSPACE EXPLORATION TECHN CORP | New | n/a | $1.4B | $1.4B |
| NVDANVIDIA CORPORATION | Exited | n/a | -$650.2M | $0 |
| AMDADVANCED MICRO DEVICES INC | New | n/a | $548.4M | $548.4M |
| CPNGCOUPANG INC | Exited | n/a | -$525.9M | $0 |
| METAMETA PLATFORMS INC | Exited | n/a | -$407.8M | $0 |
| CVNACARVANA CO | Exited | n/a | -$393.9M | $0 |
| GLBEGLOBAL E ONLINE LTD | Trimmed | -90.8% | -$350.6M | $35.4M |
| AMZNAMAZON COM INC | New | n/a | $303.0M | $303.0M |
| XYZBLOCK INC | Exited | n/a | -$175.6M | $0 |
| INIOINNIO NV | New | n/a | $112.7M | $112.7M |
| SAILSAILPOINT INC | Exited | n/a | -$105.9M | $0 |
| CBRSCEREBRAS SYSTEMS INC | New | n/a | $88.4M | $88.4M |
| DDOGDATADOG INC | Exited | n/a | -$32.1M | $0 |
| KLARKLARNA GROUP PLC | Trimmed | -16.3% | -$19.2M | $98.3M |
| WLTHWEALTHFRONT CORP | Exited | n/a | -$6.1M | $0 |
A change is this filing measured against the one before it. A 13F does not disclose trades, so the price paid and the day it happened are not in the record.
Questions
What does Dragoneer Investment Group hold?
Dragoneer Investment Group disclosed 12 positions worth $2.8B in the Q2 2026 13F filing. The largest is SPCX at 48.2% of the disclosed book. A 13F lists long US equity positions only.
What did Dragoneer Investment Group buy and sell last quarter?
Comparing the Q2 2026 filing with the quarter before, the largest moves were New SPCX, Exited NVDA, New AMD, Exited CPNG. Changes are measured against the previous filing, not against trades, because a 13F does not disclose trades.
How current is this?
This is the Q2 2026 filing, covering positions held on Jun 30, 2026. A 13F is due 45 days after the quarter ends, so the most recent filing is always at least six weeks behind the market, and the manager may have changed the book since.
How to read a 13F
WHAT THE FILING COVERS
Positions are as disclosed to the SEC on Form 13F and are not investment advice. How this data is sourced, and what it cannot tell you, is on the methodology page.
Data as of Sep 10, 2026.