Dragoneer Investment Group: 13F holdings, Q2 2026
Tiger lineage · SEC EDGAR filings (CIK 0001602189) · Explore on the interactive board
Dragoneer Investment Group disclosed 12 US equity positions worth $2.8bn in its Q2 2026 13F filing (holdings as of June 30, 2026, filed August 14, 2026). Its largest position is SPACE EXPLORATION TECHN CORP at 48.2% of the reported book, followed by AMD, AMZN. The top ten holdings are 98.4% of the book, and the portfolio behaves like about 3 equal-weight positions. Versus the prior filing it opened 5 new positions, added to 0, reduced 2 and exited 10.
What does Dragoneer Investment Group own? Top holdings as of June 30, 2026
Change is measured in shares against the previous filing (Q1 2026), so price moves do not read as decisions. This quarter: 5 new, 0 added, 2 reduced, 10 exited.
| # | Stock | Sector | Weight | Value | Shares | Δ shares | Action |
|---|---|---|---|---|---|---|---|
| 1 | SPACE EXPLORATION TECHN CORP | 48.2% | $1.4bn | 8,000,000 | – | new | |
| 2 | AMD ADVANCED MICRO DEVICES INC | Technology | 19.3% | $548.4m | 943,987 | – | new |
| 3 | AMZN AMAZON COM INC | Consumer Cyclical | 10.7% | $303.0m | 1,271,500 | – | new |
| 4 | INNIO NV | 4.0% | $112.7m | 2,850,000 | – | new | |
| 5 | KLAR KLARNA GROUP PLC | Financial Services | 3.5% | $98.3m | 4,855,622 | -16% | reduced |
| 6 | CBRS CEREBRAS SYSTEMS INC | 3.1% | $88.4m | 400,000 | – | new | |
| 7 | CHYM CHIME FINL INC | Technology | 3.1% | $88.2m | 4,308,999 | 0% | held |
| 8 | TTAN SERVICETITAN INC | Technology | 2.5% | $70.8m | 1,000,885 | 0% | held |
| 9 | NU NU HLDGS LTD | Financial Services | 2.3% | $66.2m | 4,954,299 | 0% | held |
| 10 | CCC CCC INTELLIGENT SOLUTIONS HL | Technology | 1.7% | $47.5m | 9,196,301 | 0% | held |
| 11 | GLBE GLOBAL E ONLINE LTD | Consumer Cyclical | 1.3% | $35.4m | 1,020,315 | -91% | reduced |
| 12 | ROOT ROOT INC | Financial Services | 0.3% | $8.6m | 154,320 | 0% | held |
What did Dragoneer Investment Group sell? Positions exited since the previous filing
| Stock | Prior weight | Prior value |
|---|---|---|
| NVDA NVIDIA CORPORATION | 28.2% | $650.2m |
| CPNG COUPANG INC | 22.8% | $525.9m |
| META META PLATFORMS INC | 17.7% | $407.8m |
| CVNA CARVANA CO | 17.1% | $393.9m |
| XYZ BLOCK INC | 7.6% | $175.6m |
| SAIL SAILPOINT INC | 4.6% | $105.9m |
| DDOG DATADOG INC | 1.4% | $32.1m |
| WLTH WEALTHFRONT CORP | 0.3% | $6.1m |
| OSCR OSCAR HEALTH INC | 0.2% | $4.2m |
| GTM ZOOMINFO TECHNOLOGIES INC | 0.2% | $4.0m |
Sector mix
| Sector | Weight |
|---|---|
| Technology | 26.6% |
| Consumer Cyclical | 11.9% |
| Financial Services | 6.1% |
Sectors cover positions whose ticker resolved to a sector; the remainder is unclassified, not cash.
Filing history
| Quarter | Positions | Equity value |
|---|---|---|
| Q2 2026 | 12 | $2.8bn |
| Q1 2026 | 17 | $3.0bn |
| Q4 2025 | 27 | $4.6bn |
| Q3 2025 | 26 | $4.5bn |
| Q2 2025 | 20 | $4.9bn |
| Q1 2025 | 22 | $4.8bn |
| Q4 2024 | 23 | $5.7bn |
| Q3 2024 | 24 | $5.8bn |
| Q2 2024 | 33 | $5.2bn |
| Q1 2024 | 29 | $4.3bn |
| Q4 2023 | 28 | $4.6bn |
| Q3 2023 | 29 | $4.3bn |
| Q2 2023 | 26 | $4.8bn |
| Q1 2023 | 30 | $4.2bn |
| Q4 2022 | 31 | $3.2bn |
| Q3 2022 | 35 | $3.8bn |
Earliest filing: Q4 2014 · 47 quarters on file
How concentrated is Dragoneer Investment Group's portfolio?
Across every quarter Dragoneer Investment Group has filed, its median largest position is 14.0% of the book and its median top-ten weight is 80.3%, which WhaleCreep classifies as concentrated (the gate is a median largest position of 5%). Of 256 completed holding spells, the median lasted 3.0 quarters; 12 positions are still open and their final length is unknown.