Latest Dragoneer Investment Group, LLC Stock Portfolio
$2.83Billion | No. of Holdings #12
Dragoneer Investment Group, LLC Performance
2026 Q2+2.10%
YTD-15.55%
2025-7.00%
About Dragoneer Investment Group, LLC and 13F Hedge Fund Stock Holdings
On 2026-08-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, Dragoneer Investment Group, LLC reported an equity portfolio of $2.8 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of Dragoneer Investment Group, LLC are , AMD, AMZN. The fund has invested 48.2% of it's portfolio in SPACE EXPLORATION TECHN CORP and 19.4% of portfolio in ADVANCED MICRO DEVICES INC. <br><br> The fund managers got completely rid off NVIDIA CORPORATION (NVDA), COUPANG INC (CPNG) and META PLATFORMS INC (META) stocks. They significantly reduced their stock positions in GLOBAL E ONLINE LTD (GLBE) and KLARNA GROUP PLC. Dragoneer Investment Group, LLC opened new stock positions in SPACE EXPLORATION TECHN CORP, ADVANCED MICRO DEVICES INC (AMD) and AMAZON COM INC (AMZN).
Dragoneer Investment Group, LLC Equity Portfolio Value
Last Reported on: 14 Aug, 2026
$2.83Billion
as of Aug 14, 2026Dragoneer Investment Group, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Dragoneer Investment Group, LLC made a return of 2.1% in the last quarter. In trailing 12 months, it's portfolio return was -21.28%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| space exploration techn corp | 1,366,880,000 |
| advanced micro devices inc | 548,371,000 |
| amazon com inc | 303,049,000 |
| innio nv | 112,718,000 |
| cerebras systems inc | 88,400,000 |
New stocks bought by Dragoneer Investment Group, LLC
Additions
No additions were made to existing positions by Dragoneer Investment Group, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| global e online ltd | -90.82 |
| klarna group plc | -16.34 |
Dragoneer Investment Group, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| coupang inc | -525,862,000 |
| sailpoint inc | -105,920,000 |
| nvidia corporation | -650,231,000 |
| block inc | -175,629,000 |
| carvana co | -393,906,000 |
| meta platforms inc | -407,814,000 |
| zoominfo technologies inc | -4,006,600 |
| wealthfront corp | -6,052,630 |
Dragoneer Investment Group, LLC got rid off the above stocks
Sector Distribution
Dragoneer Investment Group, LLC has about 68% of it's holdings in Others sector.
- Others
- Technology
- Consumer Cyclical
| Sector | % |
|---|---|
| Others | 68 |
| Technology | 21 |
| Consumer Cyclical | 10.7 |
Market Cap. Distribution
Dragoneer Investment Group, LLC has about 30% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- MEGA-CAP
- MID-CAP
| Category | % |
|---|---|
| UNALLOCATED | 68 |
| MEGA-CAP | 30 |
| MID-CAP | 1.7 |
Stocks belong to which Index?
About 30% of the stocks held by Dragoneer Investment Group, LLC either belong to S&P 500 or RUSSELL 2000 index.
- Others
- S&P 500
| Index | % |
|---|---|
| Others | 70 |
| S&P 500 | 30 |
| Top 5 Winners (%) | % | |
|---|---|---|
klarna group plc | 50.2 % | |
| ROOT | root inc | 26.6 % |
servicetitan inc | 11.4 % | |
chime finl inc | 9.3 % | |
| GLBE | global e online ltd | 6.9 % |
| Top 5 Winners ($) | $ | |
|---|---|---|
klarna group plc | 38.1 M | |
| GLBE | global e online ltd | 23.5 M |
chime finl inc | 7.5 M | |
servicetitan inc | 7.3 M | |
| ROOT | root inc | 1.8 M |
| Top 5 Losers (%) | % | |
|---|---|---|
| CCCS | ccc intelligent solutions hl | -14.0 % |
| NU | nu hldgs ltd | -7.0 % |
| Top 5 Losers ($) | $ | |
|---|---|---|
| CCCS | ccc intelligent solutions hl | -7.7 M |
| NU | nu hldgs ltd | -5.0 M |
Dragoneer Investment Group, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Dragoneer Investment Group, LLC
Dragoneer Investment Group, LLC has 12 stocks in it's portfolio. CCCS proved to be the most loss making stock for the portfolio. was the most profitable stock for Dragoneer Investment Group, LLC last quarter.
$2.83BTotal Value
22.00Positions
14 Aug, 2026Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
 Advanced Micro Devices Inc Dragoneer Investment Group, LLC's holding in Advanced Micro Devices Inc over time | 19.35% | 943,987 | $548.37M 19.35% | Newnew position | |
 Amazon Com Inc Amazon Com IncAMZN Dragoneer Investment Group, LLC's holding in Amazon Com Inc over time | 10.69% | 1,271,500 | $303.05M 10.69% | Newnew position | |
 Ccc Intelligent Solutions Hl Dragoneer Investment Group, LLC's holding in Ccc Intelligent Solutions Hl over time | 1.67% | 9,196,300 | $47.45M 1.67% | 0%unchanged 0 percentunchanged | |
 Coupang Inc Coupang IncCPNG Dragoneer Investment Group, LLC's holding in Coupang Inc over time | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 Carvana Co Carvana CoCVNA Dragoneer Investment Group, LLC's holding in Carvana Co over time | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 Datadog Inc Datadog IncDDOG Dragoneer Investment Group, LLC's holding in Datadog Inc over time | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 GLBE Global E Online LtdGlobal E Online LtdGLBE | 1.25% | 1,020,320 | $35.44M 1.25% | 90.82%decreased 90.82 percentreduced | |
 Meta Platforms Inc Dragoneer Investment Group, LLC's holding in Meta Platforms Inc over time | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 NU Nu Hldgs LtdNu Hldgs LtdNU | 2.34% | 4,954,300 | $66.19M 2.34% | 0%unchanged 0 percentunchanged | |
 Nvidia Corporation Dragoneer Investment Group, LLC's holding in Nvidia Corporation over time | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 Oscar Health Inc Oscar Health IncOSCR Dragoneer Investment Group, LLC's holding in Oscar Health Inc over time | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
| 0.3% | 154,320 | $8.63M 0.3% | 0%unchanged 0 percentunchanged | ||
| 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | ||
 Zoominfo Technologies Inc Dragoneer Investment Group, LLC's holding in Zoominfo Technologies Inc over time | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
Class A Com Stk Space Exploration Techn CorpSpace Exploration Techn Corp | 48.22% | 8,000,000 | $1.37B 48.22% | Newnew position | |
Ordinary Shares Innio NvInnio Nv | 3.98% | 2,850,000 | $112.72M 3.98% | Newnew position | |
Shs Klarna Group PlcKlarna Group Plc | 3.47% | 4,855,620 | $98.28M 3.47% | 16.34%decreased 16.34 percentreduced | |
Com Cl A Cerebras Systems IncCerebras Systems Inc | 3.12% | 400,000 | $88.40M 3.12% | Newnew position | |
Com Shs Cl A Chime Finl IncChime Finl Inc | 3.11% | 4,309,000 | $88.25M 3.11% | 0%unchanged 0 percentunchanged | |
Shs Cl A Servicetitan IncServicetitan Inc | 2.5% | 1,000,880 | $70.77M 2.5% | 0%unchanged 0 percentunchanged | |
