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Investors / Dragoneer
Marc Stad / Dragoneer Investment Group
13F
12 positions · Q2 2026AI holdings · 4 tickers
$2.31BOther holdings · 8 tickers
$527.7M · non-AI| # | Ticker | Company | Value | Shares | % of AUM | Entry quarter |
|---|---|---|---|---|---|---|
| 5 | INIO | $112.7M | 4.0% | |||
| 6 | KLAR | $98.3M | 3.5% | |||
| 7 | CHYM | $88.2M | 3.1% | |||
| 8 | TTAN | $70.8M | 2.5% | |||
| 9 | NU UN | $66.2M | 2.3% | |||
| 10 | CCC | $47.5M | 1.7% | |||
| 11 | GLBE | $35.4M | 1.3% | |||
| 12 | ROOT | $8.6M | 0.3% |
13G/13D
0 active stakes · SEC ≥5% filingsNo active major stakes since latest 13F.
Per SEC rules, investors must disclose ≥5% positions within 5-10 days of crossing the threshold; this section reflects filings since the latest 13F.
Holdings Timeline
Include non-AI changes (10)
Q1 2026
Q2 2026
SPCX
—
NEW+8M
AMD
—
NEW+944K
AMZN
—
NEW+1M
CBRS
—
NEW+400K
DDOG
HOLD
DROP
META
HOLD
DROP
NVDA
HOLD
DROP
Not held
low → high position value
Hover any cell for share + value delta| Period | Action | Ticker | Δ Shares | Δ Value |
|---|---|---|---|---|
| Q2 2026 | NEW | SPCX | +8,000,000 | +$1.4B |
| Q2 2026 | DROP | NVDA | -3,728,387 | $-650.2M |
| Q2 2026 | NEW | AMD | +943,987 | +$548.4M |
| Q2 2026 | DROP | META | -712,800 | $-407.8M |
| Q2 2026 | NEW | AMZN | +1,271,500 | +$303M |
| Q2 2026 | NEW | CBRS | +400,000 | +$88.4M |
| Q2 2026 | DROP | DDOG | -271,800 | $-32.1M |