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SAN FRANCISCO, CA · CIK 0001602189
New positions
5
Added to
0
Trimmed
2
Exited
10
Sectors derived from SEC SIC codes, value-weighted. Positions without a resolvable ticker are shown as Unclassified.
Source: SEC 13F-HR filing filed on 2026-08-14 ·View on SEC.gov →
Top 12 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | SPCXSPACE EXPLORATION TECHN CORP | $1.37B | 48.22% | New |
| 2 | AMDADVANCED MICRO DEVICES INC | $548.37M | 19.35% | New |
| 3 | AMZNAMAZON COM INC | $303.05M | 10.69% | New |
| 4 | INNIO NV | $112.72M | 3.98% | New |
| 5 | KLARKLARNA GROUP PLC | $98.28M | 3.47% | -16.3% |
| 6 | CBRSCEREBRAS SYSTEMS INC | $88.40M | 3.12% | New |
| 7 | CHYMCHIME FINL INC | $88.25M | 3.11% | - |
| 8 | TTANSERVICETITAN INC | $70.77M | 2.50% | - |
| 9 | NUNU HLDGS LTD | $66.19M | 2.34% | - |
| 10 | CCCCCC INTELLIGENT SOLUTIONS HL | $47.45M | 1.67% | - |
| Stock | Value | Shares |
|---|---|---|
| SPCXSPACE EXPLORATION TECHN CORP | $1.37B | 8,000,000 |
| AMDADVANCED MICRO DEVICES INC | $548.37M | 943,987 |
| AMZNAMAZON COM INC | $303.05M | 1,271,500 |
| INNIO NV | $112.72M | 2,850,000 |
| CBRSCEREBRAS SYSTEMS INC | $88.40M | 400,000 |
As of Q2 2026, Dragoneer Investment Group, LLC reported a portfolio value of $2.83B across 12 positions in their 13F filing.
Dragoneer Investment Group, LLC's largest holding is SPCX with a position worth $1.37B. Their top holdings include SPCX, AMD, AMZN, INNIO NV, KLAR.
In Q2 2026, Dragoneer Investment Group, LLC made the following changes to their portfolio: 5 new positions, 10 positions sold out, 2 positions reduced.
Dragoneer Investment Group, LLC files quarterly 13F reports with the SEC, disclosing their long positions in U.S. equities. These filings are due within 45 days of the quarter end and provide transparency into their investment strategy and portfolio allocation.
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