Dragoneer Investment Group Portfolio
Dragoneer Investment Group 13F filer (CIK 0001602189).
Q2 2026
Q1 2026
Q4 2025
Q3 2025
Q2 2025
Q1 2025
Q4 2024
Q3 2024
Q2 2024
Q1 2024
Q4 2023
Q3 2023
Q2 2023
Q1 2023
Q4 2022
Q3 2022
Q2 2022
Q1 2022
Q4 2021
Q3 2021
Q2 2026 · 10 positions · Total reported value $1.35B · Top-10 concentration 100.0%
Turnover: 75.0% · 3 new · 2 cut · 10 exited
| # | Symbol | Company | Shares | Value | Weight | Change |
|---|---|---|---|---|---|---|
| 1 | AMD | ADVANCED MICRO DEVICES INC | 943.99K | $548.37M | 40.48% | New |
| 2 | AMZN | AMAZON COM INC | 1.27M | $303.05M | 22.37% | New |
| 3 | KLAR | KLARNA GROUP PLC | 4.86M | $98.28M | 7.25% | Reduce |
| 4 | CBRS | CEREBRAS SYSTEMS INC | 400.00K | $88.40M | 6.53% | New |
| 5 | CHYM | CHIME FINL INC | 4.31M | $88.25M | 6.51% | Hold |
| 6 | TTAN | SERVICETITAN INC | 1.00M | $70.77M | 5.22% | Hold |
| 7 | NU | NU HLDGS LTD | 4.95M | $66.19M | 4.88% | Hold |
| 8 | CCC | CCC INTELLIGENT SOLUTIONS HL | 9.20M | $47.45M | 3.50% | Hold |
| 9 | GLBE | GLOBAL E ONLINE LTD | 1.02M | $35.44M | 2.62% | Reduce |
| 10 | ROOT | ROOT INC | 154.32K | $8.63M | 0.64% | Hold |