StockDriftsStockDriftsTop 9 Dragoneer Investment Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AMD | ADVANCED MICRO DEVICES INC | 19.35% | 944.0K | $548.4M | new | $388.47(+24.33%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 10.69% | 1.27M | $303.0M | new | $219.64(+20.71%) | 2026-06-30 | |
| KLAR | KLARNA GROUP PLC | 3.47% | 4.86M | $98.3M | -16.34%(-948.14K) | $36.65(-43.57%) | 2026-06-30 | |
| CHYM | CHIME FINL INC | 3.11% | 4.31M | $88.2M | +0.00%(+0) | $34.51(-7.17%) | 2026-06-30 | |
| TTAN | SERVICETITAN INC | 2.5% | 1.00M | $70.8M | +0.00%(+0) | $102.87(-12.90%) | 2026-06-30 | |
| NU | NU HLDGS LTD | 2.34% | 4.95M | $66.2M | +0.00%(+0) | $9.38(+48.51%) | 2026-06-30 | |
| CCC | CCC INTELLIGENT SOLUTIONS HL | 1.67% | 9.20M | $47.5M | +0.00%(+0) | $10.55(-32.49%) | 2026-06-30 | |
| GLBE | GLOBAL E ONLINE LTD | 1.25% | 1.02M | $35.4M | -90.82%(-10.10M) | $32.76(+28.03%) | 2026-06-30 | |
| ROOT | ROOT INC | 0.3% | 154.3K | $8.6M | +0.00%(+0) | $282.78(-82.38%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +1.33% | +4.05% | -12.30% | -48.12% |
| Top 20 Holdings Unweighted | +8.76% | +28.64% | -5.48% | -24.55% |
Dragoneer Investment Group LLC reports $2.83B in US-listed equity holdings across 12 positions in its most recent 13F filing. Its largest disclosed positions are AMD (19.4%), AMZN (10.7%) and KLAR (3.5%). The top 20 holdings account for 44.68% of reported assets. Its disclosed equity book has returned +4.05% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Dragoneer Investment Group LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Dragoneer Investment Group LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1602189). View Dragoneer Investment Group LLC’s 13F filings on SEC