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SEC Form 13F · Q2 2026
Dragoneer Investment portfolio
Marc Stad · Dragoneer Investment Group, LLC · CIK 0001602189
Latest 13F for the quarter ended Jun 30, 2026, filed Aug 14, 2026, compared with the quarter ended Mar 31, 2026.
Reported 13F value$2.8B
Holdings12
Top 10 concentration98.5%
New positions5
Added to0
Reduced2
Closed10
What changed in Q2 2026
Estimated trade value from reported units and period-end values
New positions
Added to
None reported this quarter.
Reduced
Closed
Holdings, Q2 2026
12 positions by reported value
| Holding | Portfolio weight | Reported value | Shares / units | Change vs prior quarter |
|---|---|---|---|---|
| 84615Q103SPACE EXPLORATION TECHN CORP · CLASS A COM STK | 48.22% | $1.4B | 8,000,000 | New |
| AMDADVANCED MICRO DEVICES INC · COM | 19.35% | $548.4M | 943,987 | New |
| AMZNAMAZON COM INC · COM | 10.69% | $303.0M | 1,271,500 | New |
| N52A8C105INNIO NV · ORDINARY SHARES | 3.98% | $112.7M | 2,850,000 | New |
| KLARKLARNA GROUP PLC · SHS | 3.47% | $98.3M | 4,855,622 |
Source: SEC Form 13F filings (latest filing on sec.gov). Information and analytics, not investment advice. Holdings are reported as of the quarter end, not live positions; reported 13F value covers securities listed on Form 13F and is not the fund's total assets under management.