---
name: Copy Dragoneer Investment Group
kind: hedgecopy-fund
cik: 0001602189
latest_13f_period: 2026-06-30
latest_13f_filed: 2026-08-14
author: HedgeCopy
---

# Copy Dragoneer Investment Group (13F follow-the-filing)

Dragoneer Investment Group files a 13F-HR with the SEC each quarter (CIK 0001602189). This skill describes a
long-only copy portfolio built from that filing, bought the trading day after it is filed.

## Track record (estimated from 13F holdings, net of 10 bps per unit of turnover)
- Annualised return copying the filings, last 3 years (headline): +13.4% vs SPY +22.9% (alpha -9.5%/yr)
- Annualised since the series started (2022-08-19 to 2026-10-09): +5.1% vs SPY +17.3%
- Follow-the-filing TTM: -14.0% vs SPY +16.2% (alpha -30.2%)
- Quarters of history: 17; average coverage 66%; flags: low_coverage

## Latest disclosed top holdings (2026-06-30)
| # | Ticker | Issuer | Weight |
|---|---|---|---|
| 1 | SPCX | SPACE EXPLORATION TECHN CORP | 48.2% |
| 2 | AMD | ADVANCED MICRO DEVICES INC | 19.3% |
| 3 | AMZN | AMAZON COM INC | 10.7% |
| 4 | — | INNIO NV | 4.0% |
| 5 | — | KLARNA GROUP PLC | 3.5% |
| 6 | CBRS | CEREBRAS SYSTEMS INC | 3.1% |
| 7 | CHYM | CHIME FINL INC | 3.1% |
| 8 | TTAN | SERVICETITAN INC | 2.5% |
| 9 | — | NU HLDGS LTD | 2.3% |
| 10 | CCC | CCC INTELLIGENT SOLUTIONS HL | 1.7% |
| 11 | — | GLOBAL E ONLINE LTD | 1.3% |
| 12 | ROOT | ROOT INC | 0.3% |

## 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.

- Strategy: Equity Long/Short and Growth Equity/Crossover
- Type: Growth, Long/short equity
- Founders: Marc Stad
- Key people: Marc Stad (Chief Executive Officer); Pat D. Robertson (President); Michael Paul Dimitruk (General Counsel and Chief Operating Officer); Luke Andrew Dinday (Chief Financial Officer); Erin Elizabeth Schneider (Chief Compliance Officer)
- Founded 2012 · HQ San Francisco, United States
- Reported AUM: $37.0bn (as of May 4, 2026)
- Website: https://www.dragoneer.com

### 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 Corp (2026): Space Exploration Technologies Corp (SpaceX) position reported in 13F.
- Helsing (2026): Lead investor in Series E funding round.
- Anthropic (2026): Lead investor in Series H funding round.
- Waymo (2026): Lead investor in Series D funding round.
- ClickHouse (2026): Lead investor in Series D funding round.

_Profile generated 2026-10-09 from public sources; may be incomplete or out of date._

## Rules
- Hold the top 20 long US-equity positions from the latest 13F-HR, weighted as reported.
- Rebalance on the first trading day after each new 13F-HR is filed. Cash only, paper only.

## Parameters
```json
{
  "params": {
    "funds": [
      "0001602189"
    ],
    "top_n": 20,
    "weighting": "13f",
    "rebalance": "filing_plus_1",
    "budget_usd": 10000,
    "stop_loss_pct": null,
    "cash_only": true
  }
}
```

> Estimated from 13F holdings (long US equities only; no shorts, options, cash or fees). Past performance is not a guide to the future. Not investment advice. Paper trading only.