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
Top holdings
From the 13F filed Aug 14, 2026. Bars show each position's share of the reported book.
| # | Holding | Value | % of book | Shares |
|---|---|---|---|---|
| 1 | SPACE EXPLORATION TECHN CORP | $1.37B | 8,000,000 | |
| 2 | ADVANCED MICRO DEVICES INC | $548.4M | 943,987 | |
| 3 | AMAZON COM INC | $303.0M | 1,271,500 | |
| 4 | INNIO NV | $112.7M | 2,850,000 | |
| 5 | KLARNA GROUP PLC | $98.3M | 4,855,622 | |
| 6 | CEREBRAS SYSTEMS INC | $88.4M | 400,000 | |
| 7 | CHIME FINL INC | $88.2M | 4,308,999 | |
| 8 | SERVICETITAN INC | $70.8M | 1,000,885 | |
| 9 | NU HLDGS LTD | $66.2M | 4,954,299 | |
| 10 | CCC INTELLIGENT SOLUTIONS HL | $47.5M | 9,196,301 | |
| 11 | GLOBAL E ONLINE LTD | $35.4M | 1,020,315 | |
| 12 | ROOT INC | $8.6M | 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
- 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
- KLARNA GROUP PLC$98.3M
- GLOBAL E ONLINE LTD$35.4M
- 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
Our coverage
AIStockWire articles that mention Dragoneer Investment Group or Marc Stad
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Questions people ask
What did Marc Stad's Dragoneer Investment Group own in its latest 13F?
The 13F filed Aug 14, 2026 for the quarter ending Jun 30, 2026 listed 12 positions worth $2.83B. The largest was SPACE EXPLORATION TECHN CORP at $1.37B, 48.2% of the reported portfolio.
When did Dragoneer Investment Group last file a 13F?
On Aug 14, 2026, covering the quarter that ended Jun 30, 2026. The next one is due within 45 days of the next quarter end, so the positions here can be up to 45 days old on the day they are published.
What did Marc Stad's Dragoneer Investment Group buy and sell last quarter?
Compared with the prior 13F, the latest filing shows 5 new positions, 0 positions added to, 2 trimmed and 10 sold out entirely. Each is listed above with its size.
Does this page show everything Dragoneer Investment Group owns?
No. A 13F covers long positions in US-listed stocks, certain options and convertible notes. It leaves out short positions, cash, bonds, private holdings and shares listed outside the US, so the total here is not the fund's full size.
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.