Dragoneer Investment Group
Famous investorsFiles as Dragoneer Investment Group, LLC (SEC CIK 1602189). Portfolio from its latest quarterly 13F-HR filing.
- $2.83B
- Tracked value
- 12
- Positions
- Q2 2026
- Portfolio as of
- Aug 14, 2026
- Filed
Holdings
| # | Company | Portfolio % | vs Q1 2026 | Shares | Value |
|---|---|---|---|---|---|
| 1 | SPCXSPACE EXPLORATION TECHNOLOGIES CORP | 48.2% | NEW | 8,000,000 | $1.37B |
| 2 | AMDADVANCED MICRO DEVICES INC | 19.3% | NEW | 943,987 | $548.37M |
| 3 | AMZNAMAZON COM INC | 10.7% | NEW | 1,271,500 | $303.05M |
| 4 | INIOINNIO N.V. | 4.0% | NEW | 2,850,000 | $112.72M |
| 5 | KLARKlarna Group plc | 3.5% | ▼ 16.3% | 4,855,622 | $98.28M |
| 6 | CBRSCerebras Systems Inc. | 3.1% | NEW | 400,000 | $88.4M |
| 7 | CHYMChime Financial, Inc. | 3.1% | unch. | 4,308,999 | $88.25M |
| 8 | TTANServiceTitan, Inc. | 2.5% | unch. | 1,000,885 | $70.77M |
| 9 | NUNu Holdings Ltd. | 2.3% | unch. | 4,954,299 | $66.19M |
| 10 | CCCCCC Intelligent Solutions Holdings Inc. | 1.7% | unch. | 9,196,301 | $47.45M |
| 11 | GLBEGlobal-E Online Ltd. | 1.3% | ▼ 90.8% | 1,020,315 | $35.44M |
| 12 | ROOTRoot, Inc. | 0.3% | unch. | 154,320 | $8.63M |
Positions in companies on Scrutar, from the manager's latest quarterly 13F-HR filing. 13F filings disclose US-listed long positions only and can be filed up to 45 days after quarter end, so the portfolio may have changed since. Portfolio % is each position's share of the tracked value shown above. Changes compare share counts against the Q1 2026 filing, adjusted for stock splits.
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Source: SEC EDGAR Form 13F-HR filings.