Dragoneer Investment Group 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Dragoneer Investment Group disclosed 12 US equity positions worth $2.8bn in its Q2 2026 13F filing. The largest position was SPACE EXPLORATION TECHN CORP at 48.2% of the reported book, followed by AMD and AMZN. Against the Q1 2026 filing, it opened 5 new positions, added to 0 and reduced 2 among the top 12 holdings.
What did Dragoneer Investment Group own in Q2 2026? Top 12 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 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 |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.