Dragoneer Investment Group
Dragoneer Investment Group reported 12 stocks worth $2.8B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are SPCX (48.2%), AMD (19.4%) and AMZN (10.7%). Compared with Q1 2026, the fund opened new positions in SPCX, AMD and AMZN, trimmed KLAR and GLBE and sold out of NVDA, CPNG and META.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPCX Space Exploration Techn Corp Class A Com Stk | $1.4B | 48.2% | 8M | New position | 1 of 8 | |
| 2 |  AMD Advanced Micro Devices Inc | $548M | 19.4% | 944K | New position | 1 of 8 | |
| 3 |  AMZN Amazon Com Inc | $303M | 10.7% | 1.3M | New position | 1 of 8 | |
| 4 |  INIO Innio NV | $113M | 4.0% | 2.9M | New position | 1 of 8 | |
| 5 |  KLAR Klarna Group PLC F | $98.3M | 3.5% | 4.9M | −948K (−16%) | 4 of 8 | |
| 6 |  CBRS Cerebras Systems Inc Com CL A | $88.4M | 3.1% | 400K | New position | 1 of 8 | |
| 7 |  CHYM Chime Finl Inc | $88.2M | 3.1% | 4.3M | No change | 5 of 8 | |
| 8 |  TTAN Servicetitan Inc | $70.8M | 2.5% | 1M | No change | 7 of 8 | |
| 9 |  NU NU Hldgs Ltd | $66.2M | 2.3% | 5M | No change | 8 of 8 | |
| 10 |  CCC Ccc Intelligent Solutions HL | $47.5M | 1.7% | 9.2M | No change | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 NVDA Nvidia Corporation | $650M | 3.7M |
 CPNG Coupang Inc | $526M | 27.9M |
 META Meta Platforms Inc | $408M | 713K |
 CVNA Carvana Co | $394M | 1.3M |
 XYZ Block Inc A | $176M | 2.9M |
🔒 Free account: see all 10.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Dragoneer Investment Group 13F FAQ
What does Dragoneer Investment Group own?
Dragoneer Investment Group reported 12 stocks worth $2.8B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are SPCX (48.2%), AMD (19.4%) and AMZN (10.7%). The table above lists every position in the filing (the top 10 without an account).
What did Dragoneer Investment Group buy and sell in Q2 2026?
Compared with Q1 2026: 5 new positions, 0 added to, 2 trimmed and 10 sold out. New positions include SPCX, AMD and AMZN. It sold all of NVDA, CPNG and META.
When will Dragoneer Investment Group file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Dragoneer Investment Group's portfolio worth?
The Q2 2026 filing reports $2.8B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.