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SAN FRANCISCO, CA · CIK 0001602189
New positions
5
Added to
0
Trimmed
2
Exited
10
Dragoneer Investment Group, LLC (SAN FRANCISCO, CA) reported a portfolio value of $2.83B across 12 positions in their Q2 2026 SEC 13F filing (period ending 2026-06-30). The top 10 positions account for 98.4% of the portfolio.
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 |
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