Dragoneer Investment Group, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Dragoneer Investment Group, Llc disclosed 11 stock positions valued at approximately $2.83B as of quarter-end June 30, 2026. The largest holdings include SPACE EXPLORATION TECHN CORP, ADVANCED MICRO DEVICES INC, and AMAZON COM INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 11
- Portfolio Value
- $2.83B
Holdings by Sector
Dragoneer Investment Group, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SPACE EXPLORATION TECHN CORP | SPCX | Other | 48.22% | 8,000,000 | +8,000,000 | +100.00% | $1,366,880,000 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 19.35% | 943,987 | +943,987 | +100.00% | $548,371,488 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 10.69% | 1,271,500 | +1,271,500 | +100.00% | $303,049,310 |
| KLARNA GROUP PLC | KLAR | Other | 3.47% | 4,855,622 | -948,142 | -16.34% | $98,277,789 |
| CEREBRAS SYSTEMS INC | CBRS | Other | 3.12% | 400,000 | +400,000 | +100.00% | $88,400,000 |
| CHIME FINL INC | CHYM | Other | 3.11% | 4,308,999 | - | - | $88,248,300 |
| SERVICETITAN INC | TTAN | Other | 2.50% | 1,000,885 | - | - | $70,772,578 |
| NU HLDGS LTD | NU | Financial Services | 2.34% | 4,954,299 | - | - | $66,189,435 |
| CCC INTELLIGENT SOLUTIONS HL | CCCS | Technology | 1.67% | 9,196,301 | - | - | $47,452,913 |
| GLOBAL E ONLINE LTD | GLBE | Other | 1.25% | 1,020,315 | -10,095,314 | -90.82% | $35,435,540 |
| ROOT INC | ROOT | Financial Services | 0.30% | 154,320 | - | - | $8,629,574 |
Showing 11 of 11 holdings in the latest reporting period.