Dragoneer Investment Group
Dragoneer Investment Group (Dragoneer Investment Group, LLC) reported 12 positions worth $2.83B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: SPCX (48.2%). Biggest move: new buy SPCX ($1.37B).
| # | Symbol | Company | Type | Value ↓ | % Port. | Time Held | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPCX | SH | $1.37B | 48.22% | 1 Q | 8,000,000 | — | — | |
| ▸ 2 | AMD | SH | $548.4M | 19.35% | 1 Q | 943,987 | — | — | |
| ▸ 3 | AMZN | SH | $303.0M | 10.69% | 1 Q | 1,271,500 | — | — | |
| ▸ 4 | INIO | SH | $112.7M | 3.98% | 1 Q | 2,850,000 | — | — | |
| ▸ 5 | KLAR | SH | $98.3M | 3.47% | 1 Year | 4,855,622 | — | — | |
| ▸ 6 | CBRS | SH | $88.4M | 3.12% | 1 Q | 400,000 | — | — | |
| ▸ 7 | CHYM | SH | $88.2M | 3.11% | 1.3 Years | 4,308,999 | — | — | |
| ▸ 8 | TTAN | SH | $70.8M | 2.50% | 1.8 Years | 1,000,885 | — | — | |
| ▸ 9 | NU | SH | $66.2M | 2.34% | 4.8 Years | 4,954,299 | — | — | |
| ▸ 10 | CCC | SH | $47.5M | 1.67% | 5 Years | 9,196,301 | — | — |
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Five closest superinvestors by Jaccard overlap of tickers held in the latest quarter (computed nightly).
| Manager | Overlap | Shared holdings |
|---|---|---|
| Tiger Global Management | 11.5% | G6683N103, CHYM, SPCX, AMD, AMZN, CBRS |
| Altimeter Capital Management | 10.3% | SPCX, AMZN, CBRS |
| Whale Rock Capital Management | 9.3% | SPCX, AMD, AMZN, CBRS |
| Appaloosa (David Tepper) | 8.8% | SPCX, AMD, AMZN |
| Light Street Capital Management | 8.3% | CHYM, AMD, AMZN |
Read the 2026-Q2 quarterly report · 13F Filing Calendar
Frequently Asked Questions
What stocks does Dragoneer Investment Group hold as of Q2 2026?
Dragoneer Investment Group reported 12 positions worth $2.83B in its Q2 2026 13F filing. Largest positions: SPCX (48.2%), AMD (19.3%), AMZN (10.7%), INIO (4.0%) and KLAR (3.5%).
What did Dragoneer Investment Group buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Dragoneer Investment Group sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.