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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 2026-06-30 and was filed on 2026-08-14. 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

$2.83 billion

Long positions

12

Calls / puts

0 / 0

Top 5 concentration

85.7%

Longs with AI data

2 / 12

Average AI 1Y

+20.5%

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 2026-06-30 Form 13F portfolio.

Global-E Online Ltd.

SCHEDULE 13G/ASeparate ownership event

The filing reports Marc Stad's beneficial ownership as of June 30, 2026: 1,020,315 shares or share-equivalents representing 0.6% of the reported class. It was filed on August 14, 2026.

The number of shares outstanding for purposes of the percentage calculation in Item 11 is based on 167,967,391 Ordinary Shares outstanding as of April 1, 2026, as reported in the Issuer's Report on Form 6-K filed with the SEC on April 6, 2026.

Official SEC disclosure ↗

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 ↗

13F filing comparison

Quarter-over-quarter changes

2026-03-31 to 2026-06-30

Newly reported

5

No longer reported

10

Increased

0

Reduced

2

Newly reported this quarter

Present now and absent from the immediately preceding comparable filing.

PositionKindSharesValue

SPACE EXPLORATION TECHN CORP

SPACE EXPLORATION TECHN CORP

LONG8,000,000$1.37 billion

AMD

ADVANCED MICRO DEVICES INC

LONG943,987$548.4 million

AMZN

AMAZON COM INC

LONG1,271,500$303.0 million

INNIO NV

INNIO NV

LONG2,850,000$112.7 million

CEREBRAS SYSTEMS INC

CEREBRAS SYSTEMS INC

LONG400,000$88.4 million

No longer reported this quarter

Present in the prior comparable filing and absent from this one.

PositionKindPrior sharesPrior value

BLOCK INC

BLOCK INC · CL A

LONG2,918,392$175.6 million

CVNA

CARVANA CO · CL A

LONG1,252,960$393.9 million

COUPANG INC

COUPANG INC · CL A

LONG27,852,856$525.9 million

DATADOG INC

DATADOG INC · CL A COM

LONG271,800$32.1 million

META

META PLATFORMS INC · CL A

LONG712,800$407.8 million

NVDA

NVIDIA CORPORATION · COM

LONG3,728,387$650.2 million

OSCAR HEALTH INC

OSCAR HEALTH INC · CL A

LONG365,573$4.2 million

SAILPOINT INC

SAILPOINT INC · COM

LONG8,000,000$105.9 million

WEALTHFRONT CORP

WEALTHFRONT CORP · COM

LONG654,338$6.1 million

ZOOMINFO TECHNOLOGIES INC

ZOOMINFO TECHNOLOGIES INC · COMMON STOCK

LONG670,000$4.0 million

“No longer reported” means the position is absent from this comparable 13F filing. It does not prove the manager sold it: reporting thresholds, confidential treatment, corporate actions, or instrument changes can also explain the omission.

PositionKindSharesValueLong weightQuarter changeAI at filing · 1YAI now

SPACE EXPLORATION TECHN CORP

SPACE EXPLORATION TECHN CORP · CLASS A COM STK · 84615Q103

LONG8,000,000$1.37 billion48.2%NEWLY REPORTED

1Y —

5Y —

AMD

Advanced Micro Devices Inc.

LONG943,987$548.4 million19.3%NEWLY REPORTED26.1%

1Y +21.7%

5Y +139.2% · 6 models

AMZN

Amazon.com Inc.

LONG1,271,500$303.0 million10.7%NEWLY REPORTED22.4%

1Y +19.4%

5Y +96.9% · 8 models

INNIO NV

INNIO NV · ORDINARY SHARES · N52A8C105

LONG2,850,000$112.7 million4.0%NEWLY REPORTED

1Y —

5Y —

KLARNA GROUP PLC

KLARNA GROUP PLC · SHS · G5279N105

LONG4,855,622$98.3 million3.5%REDUCED

1Y —

5Y —

CEREBRAS SYSTEMS INC

CEREBRAS SYSTEMS INC · COM CL A · 15675D103

LONG400,000$88.4 million3.1%NEWLY REPORTED

1Y —

5Y —

CHYM

CHIME FINL INC · COM SHS CL A · 16935C109

LONG4,308,999$88.2 million3.1%UNCHANGED

1Y —

5Y —

SERVICETITAN INC

SERVICETITAN INC · SHS CL A · 81764X103

LONG1,000,885$70.8 million2.5%UNCHANGED

1Y —

5Y —

NU

NU HLDGS LTD · ORD SHS CL A · G6683N103

LONG4,954,299$66.2 million2.3%UNCHANGED

1Y —

5Y —

CCC INTELLIGENT SOLUTIONS HL

CCC INTELLIGENT SOLUTIONS HL · COM · 12510Q100

LONG9,196,301$47.5 million1.7%UNCHANGED

1Y —

5Y —

GLOBAL E ONLINE LTD

GLOBAL E ONLINE LTD · SHS · M5216V106

LONG1,020,315$35.4 million1.3%REDUCED

1Y —

5Y —

ROOT INC

ROOT INC · CL A NEW · 77664L207

LONG154,320$8.6 million0.3%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 30.0%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
2026-06-302026-08-1413F-HRVALIDATED0001193125-26-350447
2026-03-312026-05-1513F-HRVALIDATED0001193125-26-225175
2025-12-312026-02-1713F-HRVALIDATED0001193125-26-052974
2025-09-302025-11-1413F-HRVALIDATED0001193125-25-281469
2025-06-302025-08-1413F-HRVALIDATED0000950123-25-007994
2025-03-312025-05-1513F-HRVALIDATED0000950123-25-005403
2024-12-312025-02-1413F-HRVALIDATED0000950123-25-002260
2024-09-302024-11-1413F-HRVALIDATED0000950123-24-011513
2024-06-302024-08-1413F-HRVALIDATED0000950123-24-008380
2024-03-312024-05-1513F-HRVALIDATED0000950123-24-005231
2023-12-312024-02-1413F-HRVALIDATED0000950123-24-002166
2023-09-302023-11-1413F-HRVALIDATED0000950123-23-010960
2023-06-302023-08-1413F-HRVALIDATED0000950123-23-008232
2023-03-312023-05-1513F-HRVALIDATED0000950123-23-004925
2022-12-312023-02-1413F-HRVALIDATED0000950123-23-002477
2022-09-302022-11-1413F-HRVALIDATED0000950123-22-012035
2022-06-302022-08-1513F-HRVALIDATED0000950123-22-009264
2022-03-312022-05-1613F-HRVALIDATED0000950123-22-006499
2021-12-312022-02-1513F-HRVALIDATED0001602189-22-000003
2021-09-302021-11-1513F-HRVALIDATED0001602189-21-000008
2021-06-302021-08-1613F-HRVALIDATED0001567619-21-015932
2021-03-312021-05-1713F-HRVALIDATED0001602189-21-000005
2020-12-312021-02-1613F-HRVALIDATED0001602189-21-000003
2020-09-302020-11-1613F-HRVALIDATED0001602189-20-000008
2020-06-302020-08-1413F-HRVALIDATED0001602189-20-000004
2020-03-312020-05-1513F-HRVALIDATED0001567619-20-010522
2019-12-312020-02-1413F-HRVALIDATED0001567619-20-004062
2019-09-302019-11-1413F-HRVALIDATED0001602189-19-000010
2019-06-302019-08-1413F-HRVALIDATED0001602189-19-000007
2019-03-312019-05-1513F-HRVALIDATED0001602189-19-000004
2018-12-312019-02-1413F-HRVALIDATED0001567619-19-004382
2018-09-302018-11-1413F-HRVALIDATED0001602189-18-000007
2018-06-302018-08-1413F-HRVALIDATED0001602189-18-000004
2018-03-312018-05-1413F-HRVALIDATED0001602189-18-000002
2017-12-312018-02-1413F-HRVALIDATED0001140361-18-008367
2017-09-302017-11-1413F-HRVALIDATED0001602189-17-000011
2017-06-302017-08-1413F-HRVALIDATED0001602189-17-000009
2017-03-312017-05-1513F-HRVALIDATED0001602189-17-000006
2016-12-312017-02-1413F-HRVALIDATED0001602189-17-000003
2016-09-302016-11-1413F-HRVALIDATED0001602189-16-000022
2016-06-302016-08-1513F-HRVALIDATED0001602189-16-000020
2016-03-312016-05-1613F-HRVALIDATED0001602189-16-000018
2015-12-312016-02-1613F-HRVALIDATED0001602189-16-000016
2015-09-302015-11-1613F-HRVALIDATED0001602189-15-000013
2015-06-302015-08-1413F-HRVALIDATED0001602189-15-000011
2015-03-312015-05-1513F-HRVALIDATED0001602189-15-000009
2014-12-312015-02-1713F-HRVALIDATED0001602189-15-000005
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