Holders — by stockHoldings — by fund
Dragoneer Investment Group, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1602189
$2.83B
disclosed book value
12
positions
48.2%
largest position share
Positions, as of 2026-06-30
top 12 of 12 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | SPCXSPACE EXPLORATION TECHN CORP | 8.0M | $1.37B | 48.2% |
| 2 | AMDADVANCED MICRO DEVICES INC | 943,987 | $548.4M | 19.3% |
| 3 | AMZNAMAZON COM INC | 1.3M | $303.0M | 10.7% |
| 4 | INNIO NV | 2.9M | $112.7M | 4% |
| 5 | KLARNA GROUP PLC | 4.9M | $98.3M | 3.5% |
| 6 | CEREBRAS SYSTEMS INC | 400,000 | $88.4M | 3.1% |
| 7 | CHYMCHIME FINL INC | 4.3M | $88.2M | 3.1% |
| 8 | TTANSERVICETITAN INC | 1.0M | $70.8M | 2.5% |
| 9 | NU HLDGS LTD | 5.0M | $66.2M | 2.3% |
| 10 | CCCCCC INTELLIGENT SOLUTIONS HL | 9.2M | $47.5M | 1.7% |
| 11 | GLOBAL E ONLINE LTD | 1.0M | $35.4M | 1.3% |
| 12 | ROOTROOT INC | 154,320 | $8.6M | 0.3% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.