Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Dragoneer Investment Group, LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Name: Dragoneer Investment Group, LLC 13F Holdings (2026-06-30)
Creator: ko.io

Dragoneer Investment Group, LLC (CIK 1602189) reported $2.83B across 12 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPCX ($1.37B, 48.22%), AMD ($548.4M, 19.35%), AMZN ($303.0M, 10.69%), INIO ($112.7M, 3.98%), KLAR ($98.3M, 3.47%). Source: SEC Form 13F.

Rank	Ticker	Company	Value	% Portfolio	Shares	Action
1	SPCX	SPACE EXPLORATION TECHN CORP	$1.37B	48.22%	8.0M	New
2	AMD	ADVANCED MICRO DEVICES INC	$548.4M	19.35%	943,987	New
3	AMZN	AMAZON COM INC	$303.0M	10.69%	1.3M	New
4	INIO	INNIO NV	$112.7M	3.98%	2.9M	New
5	KLAR	KLARNA GROUP PLC	$98.3M	3.47%	4.9M	Trimmed
6	CBRS	CEREBRAS SYSTEMS INC	$88.4M	3.12%	400,000	New
7	CHYM	CHIME FINL INC	$88.2M	3.11%	4.3M	Hold
8	TTAN	SERVICETITAN INC	$70.8M	2.50%	1.0M	Hold
9	NU	NU HLDGS LTD	$66.2M	2.34%	5.0M	Hold
10	CCC	CCC INTELLIGENT SOLUTIONS HL	$47.5M	1.67%	9.2M	Hold
11	GLBE	GLOBAL E ONLINE LTD	$35.4M	1.25%	1.0M	Trimmed
12	ROOT	ROOT INC	$8.6M	0.30%	154,320	Hold
13	CVNA	CARVANA CO	$0	0.00%	0	Exited
14	CPNG	COUPANG INC	$0	0.00%	0	Exited
15	DDOG	DATADOG INC	$0	0.00%	0	Exited
16	META	META PLATFORMS INC	$0	0.00%	0	Exited
17	NVDA	NVIDIA CORPORATION	$0	0.00%	0	Exited
18	OSCR	OSCAR HEALTH INC	$0	0.00%	0	Exited
19	XYZ	BLOCK INC	$0	0.00%	0	Exited
20	WLTH	WEALTHFRONT CORP	$0	0.00%	0	Exited
21	GTM	ZOOMINFO TECHNOLOGIES INC	$0	0.00%	0	Exited
22	SAIL	SAILPOINT INC	$0	0.00%	0	Exited

Source: SEC Form 13F filings · as of 2026-06-30