Dragoneer Investment Group, LLC
CIK
1602189
Location
SAN FRANCISCO, CA
Portfolio Value
Mid
$2,834,424,424
Diversification
Highly concentrated
Filing Date
Global Rank
#1,295
/ 8,794
▼ 231
· as of Jun 2026
Top Industry
Aerospace & Defense
48.2%
Period ended 3 months ago
Filed Aug 14, 2026 · 51d
26 quarters · since Mar 2020
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
12 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
48.2%
+26.6 pts
Top 5
85.7%
+8.4 pts
Top 10
98.4%
+4.2 pts
HHI
2,878
Highly concentrated+1,539
Portfolio Trend
26 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Industrials | 52.2% | $1,479,597,500 |
| Technology | 29.8% | $843,245,278 |
| Consumer Cyclical | 11.9% | $338,484,849 |
| Financial Services | 6.1% | $173,096,797 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
New Positions
Positions the filer opened this quarter
5 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| SPCX | Space Exploration Technologies Corp | 8,000,000 | $1,366,880,000 | |
| AMD | Advanced Micro Devices Inc | 943,987 | $548,371,488 | |
| AMZN | Amazon Com Inc | 1,271,500 | $303,049,310 | |
| INIO | Innio N.V. | 2,850,000 | $112,717,500 | |
| CBRS | Cerebras Systems Inc. | 400,000 | $88,400,000 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
10 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| NVDA | Nvidia Corp | 3,728,387 | $650,230,692 | |
| CPNG | Coupang, Inc. | 27,852,856 | $525,861,921 | |
| META | Meta Platforms, Inc. | 712,800 | $407,814,264 | |
| CVNA | Carvana Co. | 1,252,960 | $393,905,564 | |
| XYZ | Block, Inc. | 2,918,392 | $175,628,830 | |
| SAIL | SailPoint, Inc. | 8,000,000 | $105,920,000 | |
| DDOG | Datadog, Inc. | 271,800 | $32,085,990 | |
| WLTH | Wealthfront Corp | 654,338 | $6,052,626 | |
| OSCR | Oscar Health, Inc. | 365,573 | $4,193,122 | |
| GTM | ZoomInfo Technologies Inc. | 670,000 | $4,006,600 | |
| No positions match the current search. | ||||
12 tracked positions ·
$2,834,424,424 total
· filing declares
12 positions · $2,834,424,427
· as of Jun 30, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPCX |
Space Exploration Technologies Corp
Industrials
|
NEW | 8,000,000 | $1,366,880,000 | 48.22% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
NEW | 943,987 | $548,371,488 | 19.35% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
NEW | 1,271,500 | $303,049,310 | 10.69% | |
| INIO |
Innio N.V.
Industrials
|
NEW | 2,850,000 | $112,717,500 | 3.98% | |
| KLAR |
Klarna Group plc
Financial Services
|
Reduced | 4,855,622 | $98,277,789 | 3.47% | |
| CBRS |
Cerebras Systems Inc.
Technology
|
NEW | 400,000 | $88,400,000 | 3.12% | |
| CHYM |
Chime Financial, Inc.
Technology
|
Held | 4,308,999 | $88,248,299 | 3.11% | |
| TTAN |
ServiceTitan, Inc.
Technology
|
Held | 1,000,885 | $70,772,578 | 2.50% | |
| NU |
Nu Holdings Ltd.
Financial Services
|
Held | 4,954,299 | $66,189,434 | 2.34% | |
| CCC |
CCC Intelligent Solutions Holdings Inc.
Technology
|
Held | 9,196,301 | $47,452,913 | 1.67% | |
| GLBE |
Global-E Online Ltd.
Consumer Cyclical
|
Reduced | 1,020,315 | $35,435,539 | 1.25% | |
| ROOT |
Root, Inc.
Financial Services
|
Held | 154,320 | $8,629,574 | 0.30% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.