Dragoneer Investment Group
Dragoneer Investment Group, LLC · CIK 0001602189 · SAN FRANCISCO, CA · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗Growth Investor
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$2.83B
2026 Q2
Positions
12
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
98.4%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
SPCX
SPACE EXPLORATION TECHN CORP
48.2%
AMD
ADVANCED MICRO DEVICES INC
19.3%
AMZN
AMAZON COM INC
10.7%
INIO
INNIO NV
4.0%
KLAR
KLARNA GROUP PLC
3.5%
CBRS
CEREBRAS SYSTEMS INC
3.1%
CHYM
CHIME FINL INC
3.1%
TTAN
SERVICETITAN INC
2.5%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Related managers
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
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.