What Marc Stad last reported owning
Dragoneer Investment Group
Latest 13F filed Aug 14, 2026 for the quarter ending Jun 30, 2026 · $2.83B across 12 positions · view on SEC EDGAR
Recent SEC filings · past 3 months
Top holdings
| # | Holding | Value | % of book | Shares |
|---|---|---|---|---|
| 1 | SPACE EXPLORATION TECHN CORP | $1.37B | 48.2% | 8,000,000 |
| 2 | ADVANCED MICRO DEVICES INC | $548.4M | 19.3% | 943,987 |
| 3 | AMAZON COM INC | $303.0M | 10.7% | 1,271,500 |
| 4 | INNIO NV | $112.7M | 4.0% | 2,850,000 |
| 5 | KLARNA GROUP PLC | $98.3M | 3.5% | 4,855,622 |
| 6 | CEREBRAS SYSTEMS INC | $88.4M | 3.1% | 400,000 |
| 7 | CHIME FINL INC | $88.2M | 3.1% | 4,308,999 |
| 8 | SERVICETITAN INC | $70.8M | 2.5% | 1,000,885 |
| 9 | NU HLDGS LTD | $66.2M | 2.3% | 4,954,299 |
| 10 | CCC INTELLIGENT SOLUTIONS HL | $47.5M | 1.7% | 9,196,301 |
| 11 | GLOBAL E ONLINE LTD | $35.4M | 1.3% | 1,020,315 |
| 12 | ROOT INC | $8.6M | 0.3% | 154,320 |
Showing top 12 of 12 reported positions. Put/Call tags mark options positions.
Latest-quarter moves · from the most recent 13F vs. the prior quarter
New buys (5)
- SPACE EXPLORATION TECHN CORP$1.37B
- ADVANCED MICRO DEVICES INC$548.4M
- AMAZON COM INC$303.0M
- INNIO NV$112.7M
- CEREBRAS SYSTEMS INC$88.4M
Added to (0)
None
Trimmed (2)
- KLARNA GROUP PLC$98.3M
- GLOBAL E ONLINE LTD$35.4M
Exited (10)
- NVIDIA CORPORATION$650.2M
- COUPANG INC$525.9M
- META PLATFORMS INC$407.8M
- CARVANA CO$393.9M
- BLOCK INC$175.6M
- SAILPOINT INC$105.9M
- DATADOG INC$32.1M
- WEALTHFRONT CORP$6.1M
- OSCAR HEALTH INC$4.2M
- ZOOMINFO TECHNOLOGIES INC$4.0M
Data from SEC EDGAR filings. 13Fs are quarterly and lag by up to 45 days, cover only US-listed long positions and certain options, and exclude shorts and non-US holdings. Not investment advice.