2026 Q2 Portfolio Activity
In 2026 Q2, Dragoneer Investment Group, LLC maintained a portfolio of 22 distinct positions. The most significant new addition was SPACE EXPLORATION TECHN CORP, now representing 48.22% of the total fund value. Conversely, Dragoneer Investment Group, LLC completely exited their position in NVIDIA CORPORATION.
Position History
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Total Positions
22
Quarter
2026 Q2
Top Holding
SPCX (48.2%)
Top 10 Concentration
98.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-22 of 22
Dragoneer Investment Group, LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
SPCX
SPACE EXPLORATI...
|
ETF | 48.22% | — |
#1
Prev: #—
|
9.5 |
—
|
8,000,000 | — |
NEW
|
8,000,000 | $1,366,880,000 |
$170.86
-27.6%
|
2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
AMD
ADVANCED MICRO ...
|
Technology | 19.35% | — |
#2
Prev: #—
|
9.0 |
—
|
943,987 | — |
NEW
|
943,987 | $548,371,488 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 10.69% | — |
#3
Prev: #—
|
8.5 |
—
|
1,271,500 | — |
NEW
|
1,271,500 | $303,049,310 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
N/A
INNIO NV
|
|
Unknown | 3.98% | — |
#4
Prev: #—
|
5.6 |
—
|
2,850,000 | — |
NEW
|
2,850,000 | $112,717,500 | — | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
KLAR
KLARNA GROUP PL...
|
Financial Services | 3.47% | 2.53% |
#5
4
Prev: #9
|
2.4 |
—
|
-948,142 | -16.3% |
P
S
|
4,855,622 | $98,277,789 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CBRS
CEREBRAS SYSTEM...
|
Technology | 3.12% | — |
#6
Prev: #—
|
4.7 |
—
|
400,000 | — |
NEW
|
400,000 | $88,400,000 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CHYM
CHIME FINL INC
|
Technology | 3.11% | 2.69% |
#7
1
Prev: #8
|
2.2 |
—
|
no change | no change |
P
S
|
4,308,999 | $88,248,300 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TTAN
SERVICETITAN IN...
|
Technology | 2.50% | 2.12% |
#8
3
Prev: #11
|
2.0 |
—
|
no change | no change |
P
S
|
1,000,885 | $70,772,578 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NU
NU HLDGS LTD
|
Financial Services | 2.34% | 2.37% |
#9
1
Prev: #10
|
1.9 |
—
|
no change | no change |
P
S
|
4,954,299 | $66,189,435 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CCCS
CCC INTELLIGENT...
|
Unknown | 1.67% | 1.84% |
#10
2
Prev: #12
|
1.7 |
—
|
no change | no change |
P
S
|
9,196,301 | $47,452,913 | 2021 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GLBE
GLOBAL E ONLINE...
|
Consumer Cyclical | 1.25% | 11.42% |
#11
6
Prev: #5
|
0.5 |
—
|
-10,095,314 | -90.8% |
P
S
|
1,020,315 | $35,435,540 | 2021 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ROOT
ROOT INC
|
Financial Services | 0.30% | 0.23% |
#12
2
Prev: #14
|
1.1 |
—
|
no change | no change |
P
S
|
154,320 | $8,629,574 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GTM
ZOOMINFO TECHNO...
|
Technology | 0.00% | 0.13% |
Sold All 😨
(Was: #17) |
0.0 |
—
|
-670,000 | -100.0% |
CLOSED
|
— | $— | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
OSCR
OSCAR HEALTH IN...
|
Healthcare | 0.00% | 0.14% |
Sold All 😨
(Was: #16) |
0.0 |
—
|
-365,573 | -100.0% |
CLOSED
|
— | $— | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
WLTH
WEALTHFRONT COR...
|
Technology | 0.00% | 0.20% |
Sold All 😨
(Was: #15) |
0.0 |
—
|
-654,338 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
DDOG
DATADOG INC
|
Technology | 0.00% | 1.07% |
Sold All 😨
(Was: #13) |
0.0 |
—
|
-271,800 | -100.0% |
CLOSED
|
— | $— | 2019 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SAIL
SAILPOINT INC
|
Technology | 0.00% | 3.53% |
Sold All 😨
(Was: #7) |
0.0 |
—
|
-8,000,000 | -100.0% |
CLOSED
|
— | $— | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
XYZ
BLOCK INC
|
Technology | 0.00% | 5.85% |
Sold All 😨
(Was: #6) |
0.0 |
—
|
-2,918,392 | -100.0% |
CLOSED
|
— | $— | 2015 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CVNA
CARVANA CO
|
Consumer Cyclical | 0.00% | 13.12% |
Sold All 😨
(Was: #4) |
0.0 |
—
|
-1,252,960 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.00% | 13.58% |
Sold All 😨
(Was: #3) |
0.0 |
—
|
-712,800 | -100.0% |
CLOSED
|
— | $— | 2016 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CPNG
COUPANG INC
|
Consumer Cyclical | 0.00% | 17.52% |
Sold All 😨
(Was: #2) |
0.0 |
—
|
-27,852,856 | -100.0% |
CLOSED
|
— | $— | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.00% | 21.66% |
Sold All 😨
(Was: #1) |
0.0 |
—
|
-3,728,387 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-22 of 22 holdings