Institutional portfolio tracker

Dragoneer Investment Group Portfolio & AI Predictions

Explore Dragoneer Investment Group's latest validated 13F portfolio and Hallucination Yield AI forecasts for covered positions.

Form 13F reports holdings as of 2026-03-31 and was filed on 2026-05-15. It is delayed, can omit confidential positions, and is not the manager's current portfolio or fund NAV. Options show reported underlying value—not premium, net exposure, or investment intent.

Disclosed long book

$3.00 billion

Long positions

17

Calls / puts

0 / 0

Top 5 concentration

77.3%

Longs with AI data

2 / 17

Average AI 1Y

+21.8%

Monitored between quarterly reports

Beneficial-ownership disclosures

Schedules 13D and 13G can reveal a significant ownership event after a quarter closes. They are shown as a separate event timeline and never folded back into the 2026-03-31 Form 13F portfolio.

Oscar Health, Inc.

SCHEDULE 13G/ASeparate ownership event

The filing reports Marc Stad's beneficial ownership as of December 31, 2025: 657,435 shares or share-equivalents representing 0.3% of the reported class. It was filed on February 17, 2026.

The number of shares outstanding for purposes of the percentage calculation in Item 11 is based on 229,010,000 shares of Class A Common Stock outstanding as of October 31, 2025, as reported in the Issuer's Quarterly Report on Form 10-Q for the quarterly period ended September 30, 2025, filed with the SEC on November 6, 2025.

Official SEC disclosure ↗

Inspire Medical Systems, Inc.

SCHEDULE 13G/ASeparate ownership event

The filing reports Marc Stad's beneficial ownership as of September 30, 2025: 0 shares or share-equivalents representing 0% of the reported class. It was filed on November 14, 2025.

Official SEC disclosure ↗

Global-E Online Ltd.

SCHEDULE 13G/ASeparate ownership event

The filing reports Marc Stad's beneficial ownership as of September 30, 2025: 11,887,078 shares or share-equivalents representing 7% of the reported class. It was filed on November 14, 2025.

The number of shares outstanding for purposes of the percentage calculation in Item 11 is based on 169,726,072 Ordinary Shares outstanding as of May 13, 2025, as reported in the Issuer's Report on Form 6-K filed with the SEC on May 14, 2025.

Official SEC disclosure ↗

Inspire Medical Systems, Inc.

SCHEDULE 13GSeparate ownership event

The filing reports Marc Stad's beneficial ownership as of June 30, 2025: 2,354,411 shares or share-equivalents representing 8% of the reported class. It was filed on August 14, 2025.

The number of shares outstanding for purposes of the percentage calculation in Item 11 is based on 29,574,316 shares of common stock outstanding as of July 30, 2025, as reported in the Issuer's Quarterly Report on Form 10-Q for the quarterly period ended June 30, 2025, filed with the SEC on August 4, 2025.

Official SEC disclosure ↗

JAMF Holding Corp.

SCHEDULE 13G/ASeparate ownership event

The filing reports Marc Stad's beneficial ownership as of June 30, 2025: 4,328,286 shares or share-equivalents representing 3.3% of the reported class. It was filed on August 14, 2025.

The number of shares outstanding for purposes of the percentage calculation in Item 11 is based on 131,864,700 shares of common stock outstanding as of April 23, 2025, as reported in the Issuer's Quarterly Report on Form 10-Q for the quarterly period ended March 31, 2025, filed with the SEC on May 6, 2025.

Official SEC disclosure ↗

Global-E Online Ltd.

SCHEDULE 13G/ASeparate ownership event

The filing reports Marc Stad's beneficial ownership as of May 15, 2025: 10,056,015 shares or share-equivalents representing 5.9% of the reported class. It was filed on May 15, 2025.

The number of shares outstanding for purposes of the percentage calculation in Item 11 is based on 169,131,268 Ordinary Shares outstanding as of December 31, 2024, as reported in the Issuer's Annual Report on Form 20-F for the period ended December 31, 2024 and filed with the SEC on March 27, 2025.

Official SEC disclosure ↗

ZoomInfo Technologies Inc.

SCHEDULE 13G/ASeparate ownership event

The filing reports Marc Stad's beneficial ownership as of December 31, 2024: 6,323,331 shares or share-equivalents representing 1.8% of the reported class. It was filed on February 14, 2025.

Official SEC disclosure ↗

Global-E Online Ltd.

SCHEDULE 13G/ASeparate ownership event

The filing reports Marc Stad's beneficial ownership as of December 31, 2024: 11,993,659 shares or share-equivalents representing 7.2% of the reported class. It was filed on February 14, 2025.

Official SEC disclosure ↗
PositionKindSharesValueLong weightQuarter changeAI at filing · 1YAI now

NVDA

NVIDIA CORPORATION · COM · 67066G104

LONG 3,728,387 $650.2 million 21.7% INCREASED

1Y +24.8%

5Y +167.5% · 6 models

COUPANG INC

COUPANG INC · CL A · 22266T109

LONG 27,852,856 $525.9 million 17.5% INCREASED

1Y —

5Y —

META

META PLATFORMS INC · CL A · 30303M102

LONG 712,800 $407.8 million 13.6% NEWLY REPORTED

1Y +18.8%

5Y +116.7% · 6 models

CVNA

CARVANA CO · CL A · 146869102

LONG 1,252,960 $393.9 million 13.1% INCREASED

1Y —

5Y —

GLOBAL E ONLINE LTD

GLOBAL E ONLINE LTD · SHS · M5216V106

LONG 11,115,629 $342.9 million 11.4% REDUCED

1Y —

5Y —

BLOCK INC

BLOCK INC · CL A · 852234103

LONG 2,918,392 $175.6 million 5.9% REDUCED

1Y —

5Y —

SAILPOINT INC

SAILPOINT INC · COM · 78781J109

LONG 8,000,000 $105.9 million 3.5% UNCHANGED

1Y —

5Y —

CHYM

CHIME FINL INC · COM SHS CL A · 16935C109

LONG 4,308,999 $80.7 million 2.7% REDUCED

1Y —

5Y —

KLARNA GROUP PLC

KLARNA GROUP PLC · SHS · G5279N105

LONG 5,803,764 $76.0 million 2.5% REDUCED

1Y —

5Y —

NU

NU HLDGS LTD · ORD SHS CL A · G6683N103

LONG 4,954,299 $71.2 million 2.4% UNCHANGED

1Y —

5Y —

SERVICETITAN INC

SERVICETITAN INC · SHS CL A · 81764X103

LONG 1,000,885 $63.5 million 2.1% UNCHANGED

1Y —

5Y —

CCC INTELLIGENT SOLUTIONS HL

CCC INTELLIGENT SOLUTIONS HL · COM · 12510Q100

LONG 9,196,301 $55.2 million 1.8% UNCHANGED

1Y —

5Y —

DATADOG INC

DATADOG INC · CL A COM · 23804L103

LONG 271,800 $32.1 million 1.1% UNCHANGED

1Y —

5Y —

ROOT INC

ROOT INC · CL A NEW · 77664L207

LONG 154,320 $6.8 million 0.2% UNCHANGED

1Y —

5Y —

WEALTHFRONT CORP

WEALTHFRONT CORP · COM · 947002101

LONG 654,338 $6.1 million 0.2% UNCHANGED

1Y —

5Y —

OSCAR HEALTH INC

OSCAR HEALTH INC · CL A · 687793109

LONG 365,573 $4.2 million 0.1% REDUCED

1Y —

5Y —

ZOOMINFO TECHNOLOGIES INC

ZOOMINFO TECHNOLOGIES INC · COMMON STOCK · 98980F104

LONG 670,000 $4.0 million 0.1% UNCHANGED

1Y —

5Y —

AI outlook values are averages across the latest successful run per covered model at the labeled cutoff. “No longer reported” does not necessarily mean sold; thresholds, confidential treatment, corporate actions, or instrument changes may explain an omission. Reviewed API mapping covers 0.0% of disclosed long-book value; exact editorial CUSIP mappings may add current-only AI coverage on this public page. Research use only. No warranty and not investment advice.

Filing history

Get filing alerts →

Every filing event remains separate, including notices and amendments. Open a holdings date for the canonical portfolio through its latest filing, or an accession for the exact source event.

Holdings dateFiledFormProcessingAccession
2026-03-31 2026-05-15 13F-HR VALIDATED 0001193125-26-225175
2025-12-31 2026-02-17 13F-HR VALIDATED 0001193125-26-052974
2025-09-30 2025-11-14 13F-HR VALIDATED 0001193125-25-281469
2025-06-30 2025-08-14 13F-HR VALIDATED 0000950123-25-007994
2025-03-31 2025-05-15 13F-HR VALIDATED 0000950123-25-005403
2024-12-31 2025-02-14 13F-HR VALIDATED 0000950123-25-002260
2024-09-30 2024-11-14 13F-HR VALIDATED 0000950123-24-011513
2024-06-30 2024-08-14 13F-HR VALIDATED 0000950123-24-008380
2024-03-31 2024-05-15 13F-HR VALIDATED 0000950123-24-005231
2023-12-31 2024-02-14 13F-HR VALIDATED 0000950123-24-002166
2023-09-30 2023-11-14 13F-HR VALIDATED 0000950123-23-010960
2023-06-30 2023-08-14 13F-HR VALIDATED 0000950123-23-008232
2023-03-31 2023-05-15 13F-HR VALIDATED 0000950123-23-004925
2022-12-31 2023-02-14 13F-HR VALIDATED 0000950123-23-002477
2022-09-30 2022-11-14 13F-HR VALIDATED 0000950123-22-012035
2022-06-30 2022-08-15 13F-HR VALIDATED 0000950123-22-009264
2022-03-31 2022-05-16 13F-HR VALIDATED 0000950123-22-006499
2021-12-31 2022-02-15 13F-HR VALIDATED 0001602189-22-000003
2021-09-30 2021-11-15 13F-HR VALIDATED 0001602189-21-000008
2021-06-30 2021-08-16 13F-HR VALIDATED 0001567619-21-015932
2021-03-31 2021-05-17 13F-HR VALIDATED 0001602189-21-000005
2020-12-31 2021-02-16 13F-HR VALIDATED 0001602189-21-000003
2020-09-30 2020-11-16 13F-HR VALIDATED 0001602189-20-000008
2020-06-30 2020-08-14 13F-HR VALIDATED 0001602189-20-000004
2020-03-31 2020-05-15 13F-HR VALIDATED 0001567619-20-010522
2019-12-31 2020-02-14 13F-HR VALIDATED 0001567619-20-004062
2019-09-30 2019-11-14 13F-HR VALIDATED 0001602189-19-000010
2019-06-30 2019-08-14 13F-HR VALIDATED 0001602189-19-000007
2019-03-31 2019-05-15 13F-HR VALIDATED 0001602189-19-000004
2018-12-31 2019-02-14 13F-HR VALIDATED 0001567619-19-004382
2018-09-30 2018-11-14 13F-HR VALIDATED 0001602189-18-000007
2018-06-30 2018-08-14 13F-HR VALIDATED 0001602189-18-000004
2018-03-31 2018-05-14 13F-HR VALIDATED 0001602189-18-000002
2017-12-31 2018-02-14 13F-HR VALIDATED 0001140361-18-008367
2017-09-30 2017-11-14 13F-HR VALIDATED 0001602189-17-000011
2017-06-30 2017-08-14 13F-HR VALIDATED 0001602189-17-000009
2017-03-31 2017-05-15 13F-HR VALIDATED 0001602189-17-000006
2016-12-31 2017-02-14 13F-HR VALIDATED 0001602189-17-000003
2016-09-30 2016-11-14 13F-HR VALIDATED 0001602189-16-000022
2016-06-30 2016-08-15 13F-HR VALIDATED 0001602189-16-000020
2016-03-31 2016-05-16 13F-HR VALIDATED 0001602189-16-000018
2015-12-31 2016-02-16 13F-HR VALIDATED 0001602189-16-000016
2015-09-30 2015-11-16 13F-HR VALIDATED 0001602189-15-000013
2015-06-30 2015-08-14 13F-HR VALIDATED 0001602189-15-000011
2015-03-31 2015-05-15 13F-HR VALIDATED 0001602189-15-000009
2014-12-31 2015-02-17 13F-HR VALIDATED 0001602189-15-000005
Open interactive changes in the app