Dragoneer Investment Group, LLC

Q2 2026 13F-HR Holdings

Location
San Francisco, CA
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
12
Total value ($000)
$2,834,424
Net value change ($000)
-167,575 (-5.6%)
New positions
5
Sold out positions
10
Turnover %
166.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SPACE EXPLORATION TECHN CORP 1,366,880 NEW
AMD 548,371 NEW
AMZN 303,049 NEW
INNIO NV 112,718 NEW
CEREBRAS SYSTEMS INC 88,400 NEW
KLAR 22,307 29.4%
CHYM 7,540 9.3%
TTAN 7,257 11.4%
ROOT 1,814 26.6%
Top Reduces (Value $000, Stocks/ETFs)
NVDA -650,231 -100.0%
CPNG -525,862 -100.0%
META -407,814 -100.0%
CVNA -393,906 -100.0%
GLBE -307,481 -89.7%
XYZ -175,629 -100.0%
SAIL -105,920 -100.0%
DDOG -32,086 -100.0%
CCC -7,725 -14.0%
WLTH -6,053 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type