Dragoneer Investment Group
Marc Stad · CIK 0001602189 · latest 13F for 2026-06-30 filed 2026-08-14
Estimated from 13F holdings — long US equities only; follow-the-filing returns are net of an assumed 10 bps per unit of turnover.
About the fund
Dragoneer Investment Group is a San Francisco-based investment firm founded in 2012 by Marc Stad. The firm specializes in growth equity and crossover investments, backing technology companies across both public and private markets.
Investment approach
Dragoneer employs a growth-oriented strategy, focusing on technology companies in both public and private markets. The firm takes large, concentrated positions, underwriting based on topline growth potential rather than valuation arbitrage or financial leverage. It invests across sectors such as software, internet, media, consumer/retail, healthcare IT, and fintech.
History
Founded in 2012 by Marc Stad, Dragoneer Investment Group is a San Francisco-based investment firm. The firm has grown to manage significant capital, including evergreen vehicles, and has backed numerous technology companies that have subsequently gone public. In recent years, the firm has continued to raise new funds, including a $4.3 billion venture fund closed in December 2025.
Notable positions & campaigns
- Space Exploration Technologies Corp2026 — Space Exploration Technologies Corp (SpaceX) position reported in 13F.
- Helsing2026 — Lead investor in Series E funding round.
- Anthropic2026 — Lead investor in Series H funding round.
- Waymo2026 — Lead investor in Series D funding round.
- ClickHouse2026 — Lead investor in Series D funding round.
Profile generated 2026-10-09 from public sources; may be incomplete or out of date.
- Founded by
- Marc Stad
- Founded
- 2012
- HQ
- San Francisco, United States
- Reported AUM
- $37.0bn (as of May 4, 2026)
- Website
- dragoneer.com
Management
- Marc StadChief Executive Officer
- Pat D. RobertsonPresident
- Michael Paul DimitrukGeneral Counsel and Chief Operating Officer
- Luke Andrew DindayChief Financial Officer
- Erin Elizabeth SchneiderChief Compliance Officer
Holdings heatmap
Latest 13F (2026-06-30): top 12 positions grouped by sector, sized by weight, coloured by the change in weight since the previous 13F.
Holdings map
Each tile is a position, sized by reported value and coloured by the stock's own price return (red down, green up) — the LiquidRound / finviz-style map.
Copy portfolio vs SPY
Growth of $1 following each filing the trading day after it was filed.
Top holdings
Latest 13F (2026-06-30).
| # | Ticker | Value | Weight |
|---|---|---|---|
| 1 | SPCX | $1.4B | 48.2% |
| 2 | AMD | $548M | 19.3% |
| 3 | AMZN | $303M | 10.7% |
| 4 | — | $113M | 4.0% |
| 5 | — | $98M | 3.5% |
| 6 | CBRS | $88M | 3.1% |
| 7 | CHYM | $88M | 3.1% |
| 8 | TTAN | $71M | 2.5% |
| 9 | — | $66M | 2.3% |
| 10 | CCC | $47M | 1.7% |
| 11 | — | $35M | 1.3% |
| 12 | ROOT | $9M | 0.3% |
Sector mix
Top-25 holdings by weight.
Changes this quarter
| Move | Ticker | Prev wt | Now wt |
|---|---|---|---|
| new | SPCX | 0.0% | 48.2% |
| exited | NVDA | 21.7% | 0.0% |
| new | AMD | 0.0% | 19.3% |
| exited | CPNG | 17.5% | 0.0% |
| exited | META | 13.6% | 0.0% |
| exited | CVNA | 13.1% | 0.0% |
| new | AMZN | 0.0% | 10.7% |
| trimmed | — | 11.4% | 1.3% |
| exited | XYZ | 5.9% | 0.0% |
| new | — | 0.0% | 4.0% |
| exited | SAIL | 3.5% | 0.0% |
| new | CBRS | 0.0% | 3.1% |
| exited | DDOG | 1.1% | 0.0% |
| trimmed | — | 2.5% | 3.5% |
| exited | WLTH | 0.2% | 0.0% |
| exited | OSCR | 0.1% | 0.0% |
| exited | GTM | 0.1% | 0.0% |
Quarterly copy returns
Each 13F held from the day after filing until the next filing.
| 13F period | Copy | SPY | Alpha | Coverage |
|---|---|---|---|---|
| 2026-06-30 | +6.4% | +0.4% | +6.0% | 89% |
| 2026-03-31 | +6.2% | +4.9% | +1.3% | 78% |
| 2025-12-31 | -3.5% | +7.9% | -11.4% | 68% |
| 2025-09-30 | -14.3% | +3.4% | -17.7% | 63% |
| 2025-06-30 | -2.0% | +3.7% | -5.7% | 62% |
| 2025-03-31 | -7.6% | +8.6% | -16.3% | 60% |
| 2024-12-31 | +5.3% | -2.5% | +7.8% | 56% |
| 2024-09-30 | +20.7% | +4.7% | +15.9% | 53% |
| 2024-06-30 | +16.0% | +6.2% | +9.8% | 59% |
| 2024-03-31 | -8.8% | +4.9% | -13.7% | 62% |
| 2023-12-31 | +1.2% | +5.6% | -4.4% | 66% |
| 2023-09-30 | +19.4% | +12.1% | +7.3% | 66% |
| 2023-06-30 | +3.9% | +1.9% | +2.0% | 69% |
| 2023-03-31 | +1.3% | +8.4% | -7.0% | 68% |
| 2022-12-31 | -9.7% | -0.5% | -9.1% | 68% |
| 2022-09-30 | +4.8% | +4.4% | +0.4% | 71% |
Filing dates
- 2026-08-1413F-HR for 2026-06-30 · $2.8B · 12 rows
- 2026-05-1513F-HR for 2026-03-31 · $3.0B · 17 rows
- 2026-02-1713F-HR for 2025-12-31 · $4.6B · 27 rows
- 2025-11-1413F-HR for 2025-09-30 · $4.5B · 26 rows
- 2025-08-1413F-HR for 2025-06-30 · $4.9B · 20 rows
- 2025-05-1513F-HR for 2025-03-31 · $4.8B · 22 rows
- 2025-02-1413F-HR for 2024-12-31 · $5.7B · 23 rows
- 2024-11-1413F-HR for 2024-09-30 · $5.8B · 24 rows
- 2024-08-1413F-HR for 2024-06-30 · $5.2B · 33 rows
- 2024-05-1513F-HR for 2024-03-31 · $4.3B · 29 rows
- 2024-02-1413F-HR for 2023-12-31 · $4.6B · 28 rows
- 2023-11-1413F-HR for 2023-09-30 · $4.3B · 29 rows
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