Dragoneer Investment Group portfolio · 2026-06-30
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
+24.2%
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.
| Position | Kind | Shares | Value |
|---|---|---|---|
SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP | LONG | 8,000,000 | $1.37 billion |
AMD ADVANCED MICRO DEVICES INC | LONG | 943,987 | $548.4 million |
AMZN AMAZON COM INC | LONG | 1,271,500 | $303.0 million |
INNIO NV INNIO NV | LONG | 2,850,000 | $112.7 million |
CEREBRAS SYSTEMS INC CEREBRAS SYSTEMS INC | LONG | 400,000 | $88.4 million |
No longer reported this quarter
Present in the prior comparable filing and absent from this one.
| Position | Kind | Prior shares | Prior value |
|---|---|---|---|
BLOCK INC BLOCK INC · CL A | LONG | 2,918,392 | $175.6 million |
CARVANA CO CARVANA CO · CL A | LONG | 1,252,960 | $393.9 million |
COUPANG INC COUPANG INC · CL A | LONG | 27,852,856 | $525.9 million |
DATADOG INC DATADOG INC · CL A COM | LONG | 271,800 | $32.1 million |
META PLATFORMS INC META PLATFORMS INC · CL A | LONG | 712,800 | $407.8 million |
NVIDIA CORPORATION NVIDIA CORPORATION · COM | LONG | 3,728,387 | $650.2 million |
OSCAR HEALTH INC OSCAR HEALTH INC · CL A | LONG | 365,573 | $4.2 million |
SAILPOINT INC SAILPOINT INC · COM | LONG | 8,000,000 | $105.9 million |
WEALTHFRONT CORP WEALTHFRONT CORP · COM | LONG | 654,338 | $6.1 million |
ZOOMINFO TECHNOLOGIES INC ZOOMINFO TECHNOLOGIES INC · COMMON STOCK | LONG | 670,000 | $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.
| Position | Kind | Shares | Value | Long weight | Quarter change | AI at filing · 1Y | AI now |
|---|---|---|---|---|---|---|---|
SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP · CLASS A COM STK · 84615Q103 | LONG | 8,000,000 | $1.37 billion | 48.2% | NEWLY REPORTED | — | 1Y — 5Y — |
AMD Advanced Micro Devices Inc. | LONG | 943,987 | $548.4 million | 19.3% | NEWLY REPORTED | 26.1% | 1Y +26.1% 5Y +157.0% · 27 models |
AMZN Amazon.com Inc. | LONG | 1,271,500 | $303.0 million | 10.7% | NEWLY REPORTED | 22.4% | 1Y +22.2% 5Y +127.6% · 29 models |
INNIO NV INNIO NV · ORDINARY SHARES · N52A8C105 | LONG | 2,850,000 | $112.7 million | 4.0% | NEWLY REPORTED | — | 1Y — 5Y — |
KLARNA GROUP PLC KLARNA GROUP PLC · SHS · G5279N105 | LONG | 4,855,622 | $98.3 million | 3.5% | REDUCED | — | 1Y — 5Y — |
CEREBRAS SYSTEMS INC CEREBRAS SYSTEMS INC · COM CL A · 15675D103 | LONG | 400,000 | $88.4 million | 3.1% | NEWLY REPORTED | — | 1Y — 5Y — |
CHIME FINL INC CHIME FINL INC · COM SHS CL A · 16935C109 | LONG | 4,308,999 | $88.2 million | 3.1% | UNCHANGED | — | 1Y — 5Y — |
SERVICETITAN INC SERVICETITAN INC · SHS CL A · 81764X103 | LONG | 1,000,885 | $70.8 million | 2.5% | UNCHANGED | — | 1Y — 5Y — |
NU HLDGS LTD NU HLDGS LTD · ORD SHS CL A · G6683N103 | LONG | 4,954,299 | $66.2 million | 2.3% | UNCHANGED | — | 1Y — 5Y — |
CCC INTELLIGENT SOLUTIONS HL CCC INTELLIGENT SOLUTIONS HL · COM · 12510Q100 | LONG | 9,196,301 | $47.5 million | 1.7% | UNCHANGED | — | 1Y — 5Y — |
GLOBAL E ONLINE LTD GLOBAL E ONLINE LTD · SHS · M5216V106 | LONG | 1,020,315 | $35.4 million | 1.3% | REDUCED | — | 1Y — 5Y — |
ROOT INC ROOT INC · CL A NEW · 77664L207 | LONG | 154,320 | $8.6 million | 0.3% | UNCHANGED | — | 1Y — 5Y — |