# Dragoneer Investment Group, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1602189. Source: https://holderbook.com/funds/1602189-dragoneer-investment-group-llc/

- Reported value: $2.8B
- Positions: 12
- Weight of the ten largest: 98.4%
- Filed: 2026-08-14

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| SPACE EXPLORATION TECHN CORP | [SPCX](https://holderbook.com/stocks/SPCX/) | $1.4B | 8,000,000 | 48.2% | 1 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $548.4M | 943,987 | 19.3% | 1 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $303.0M | 1,271,500 | 10.7% | 1 |
| INNIO NV | [INIO](https://holderbook.com/stocks/INIO/) | $112.7M | 2,850,000 | 4.0% | 1 |
| KLARNA GROUP PLC | [KLAR](https://holderbook.com/stocks/KLAR/) | $98.3M | 4,855,622 | 3.5% | 4 |
| CEREBRAS SYSTEMS INC | [CBRS](https://holderbook.com/stocks/CBRS/) | $88.4M | 400,000 | 3.1% | 1 |
| CHIME FINL INC | [CHYM](https://holderbook.com/stocks/CHYM/) | $88.2M | 4,308,999 | 3.1% | 5 |
| SERVICETITAN INC | [TTAN](https://holderbook.com/stocks/TTAN/) | $70.8M | 1,000,885 | 2.5% | 7 |
| NU HLDGS LTD | [NU](https://holderbook.com/stocks/NU/) | $66.2M | 4,954,299 | 2.3% | 19 |
| CCC INTELLIGENT SOLUTIONS HL | [CCC](https://holderbook.com/stocks/CCC/) | $47.5M | 9,196,301 | 1.7% | 20 |
| GLOBAL E ONLINE LTD | [GLBE](https://holderbook.com/stocks/GLBE/) | $35.4M | 1,020,315 | 1.3% | 21 |
| ROOT INC | [ROOT](https://holderbook.com/stocks/ROOT/) | $8.6M | 154,320 | 0.3% | 16 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +8.5% | +14.8% | -6.4% | 100% |
| Q1 2026 | -20.8% | -4.6% | -16.2% | 92% |
| Q4 2025 | -9.1% | +2.4% | -11.5% | 100% |
| Q3 2025 | +0.9% | +7.8% | -7.0% | 100% |
| Q2 2025 | +16.4% | +10.5% | +6.0% | 100% |
| Q1 2025 | -9.7% | -4.6% | -5.1% | 100% |
| Q4 2024 | +12.1% | +2.1% | +9.9% | 100% |
| Q3 2024 | +9.5% | +5.4% | +4.1% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $2.8B | 12 |
| Q1 2026 | $3.0B | 17 |
| Q4 2025 | $4.6B | 27 |
| Q3 2025 | $4.5B | 26 |
| Q2 2025 | $4.9B | 20 |
| Q1 2025 | $4.8B | 22 |
| Q4 2024 | $5.7B | 23 |
| Q3 2024 | $5.8B | 24 |
| Q2 2024 | $5.2B | 33 |
| Q1 2024 | $4.3B | 29 |
| Q4 2023 | $4.6B | 28 |
| Q3 2023 | $4.3B | 29 |