What stocks does Dragoneer Investment Group own?

As of Q2 2026, Dragoneer Investment Group reported 12 positions with a combined 13F value of $2.8B. Its largest stock positions are SPCX ($1.4B), AMD ($548.4M) and AMZN ($303.0M).

How often does Dragoneer Investment Group update its portfolio?

Dragoneer Investment Group files a 13F with the SEC every quarter, due 45 days after quarter end. The latest covers Q2 2026 and was filed Aug 14, 2026. The next one is due by Nov 16, 2026.

What does Dragoneer Investment Group's 13F leave out?

A 13F lists long positions in US-listed stocks and some options held on the last day of a quarter. It leaves out short positions, most bonds, holdings not listed in the US and anything bought or sold since the quarter ended.

Where does Dragoneer Investment Group's portfolio data come from?

From the 13F filings Dragoneer Investment Group makes to the SEC, available on EDGAR. Each quarter shows how positions changed from the one before.

Smart money

Dragoneer Investment Group, LLC

Return history

Last 4 years · filing-date model

$100,000 to $148,166

$100,000 in SPY: $224,945.

Total return

+48.2%

Annualized (4Y CAGR)

+10.3%

vs SPY

−12.1 pts/yr

Moves a year

Avg hold

13.3 months

17 filings · quarters -20.8% to +28.7%

All time

+209% since Feb 17, 2015

Fund size $3B today

Oct 7, 2022 to Oct 6, 2026 · min. 71% quarterly priced · Disclosed book, unaudited · Method

Position-weighted returns use each SEC filing date. Options use underlying-stock proxies, not option premiums; put proxies can lose more than 100%. Cash, shorts, non-13F holdings and trades between filings are excluded.

New SPCX and exited NVDA in Q2 2026.

$2.8B in this filing12 positions

Holdings as of Jun 30, 2026. Filed Aug 14, 2026.

Share change vs Mar 31

1SPCXSpace Exploration Techn Co48.22%
$1.4B - 8.0M sharesNEW
2AMDAdvanced Micro Devices Inc19.35%
$548.4M - 944K sharesNEW
3AMZNAmazon Com Inc10.69%
$303.0M - 1.3M sharesNEW
4INIOInnio NV3.98%
$112.7M - 2.9M sharesNEW
5KLARKlarna Group PLC3.47%
$98.3M - 4.9M shares-16.3%
6CBRSCerebras Systems Inc3.12%
$88.4M - 400K sharesNEW
7CHYMChime Finl Inc3.11%
$88.2M - 4.3M shares-
8TTANServicetitan Inc2.50%
$70.8M - 1.0M shares-

#	Stock				At Jun 30	Now
1	SPCXSpace Exploration Techn Co	48.22%	$1.4B	NEW	$170.86	$148.03 -13.4%
2	AMDAdvanced Micro Devices Inc	19.35%	$548.4M	NEW	$580.91	$567.55 -2.3%
3	AMZNAmazon Com Inc	10.69%	$303.0M	NEW	$238.34	$255.01 +7.0%
4	INIOInnio NV	3.98%	$112.7M	NEW	$39.55	$18.31 -53.7%
5	KLARKlarna Group PLC	3.47%	$98.3M	-16.3%	$20.24	$13.16 -35.0%
6	CBRSCerebras Systems Inc	3.12%	$88.4M	NEW	$221.00	$140.98 -36.2%
7	CHYMChime Finl Inc	3.11%	$88.2M	-	$20.48	$29.89 +46.0%
8	TTANServicetitan Inc	2.50%	$70.8M	-	$70.71	$75.62 +6.9%

4 more on a paid plan

Unlock the full portfolio and quarterly changes.

Unlock all 4 holdings

What is missing

Top 10 concentration: 98%. This filing does not include cash, short positions, private investments, bonds, or many overseas holdings. Next filing due ~Nov 16, 2026.

Disclosed changes

Q2 2026 holdings. Exact trade dates are not disclosed.

More disclosures (10)

Common questions

What stocks does Dragoneer Investment Group own?: As of Q2 2026, Dragoneer Investment Group reported 12 positions with a combined 13F value of $2.8B. Its largest stock positions are SPCX ($1.4B), AMD ($548.4M) and AMZN ($303.0M).
How often does Dragoneer Investment Group update its portfolio?: Dragoneer Investment Group files a 13F with the SEC every quarter, due 45 days after quarter end. The latest covers Q2 2026 and was filed Aug 14, 2026. The next one is due by Nov 16, 2026.
What does Dragoneer Investment Group's 13F leave out?: A 13F lists long positions in US-listed stocks and some options held on the last day of a quarter. It leaves out short positions, most bonds, holdings not listed in the US and anything bought or sold since the quarter ended.
Where does Dragoneer Investment Group's portfolio data come from?: From the 13F filings Dragoneer Investment Group makes to the SEC, available on EDGAR. Each quarter shows how positions changed from the one before.