13F portfolio / Growth, public and private
Dragoneer Investment Group
Dragoneer Investment Group is a San Francisco investment firm focused on technology.
It invests in both public and private companies.
- Reported 13F value
- $2.8B
- Positions
- 12
- Est. 1-yearEstimate
- -28.2%SPY +15.7%
- Est. 3-year, annualizedEstimate
- +5.7%SPY +22.8%
As of Jun 30, 2026 · filed Aug 14, 2026
Holdings
5 new · 0 added · 2 trimmed · 5 unchanged · 10 sold out
| 1 | SPCX on Yahoo Finance (opens in a new tab) | Space Exploration Techn CorpCLASS A COM STK | 48.2% | $1.4B | 8,000,000 | New | $170.68 | $144.89 | -15.1% |
| 2 | AMD on Yahoo Finance (opens in a new tab) | Advanced Micro Devices IncCOM | 19.3% | $548M | 943,987 | New | $409.99 | $534.28 | +30.3% |
| 3 | AMZN on Yahoo Finance (opens in a new tab) | Amazon Com IncCOM | 10.7% | $303M | 1,271,500 | New | $251.01 | $249.20 | -0.7% |
| 4 | INIO on Yahoo Finance (opens in a new tab) | Innio NVORDINARY SHARES | 4.0% | $113M | 2,850,000 | New | $35.96 | $16.35 | -54.5% |
| 5 | KLAR on Yahoo Finance (opens in a new tab) | Klarna Group PLCSHS | 3.5% | $98M | 4,855,622 | Trimmed -16.3% | $42.58 | $13.01 | -69.5% |
| 6 | CBRS on Yahoo Finance (opens in a new tab) | Cerebras Systems IncCOM CL A | 3.1% | $88M | 400,000 | New | $235.36 | $128.53 | -45.4% |
| 7 | CHYM on Yahoo Finance (opens in a new tab) | Chime Finl IncCOM SHS CL A | 3.1% | $88M | 4,308,999 | Unchanged | $32.95 | $29.36 | -10.9% |
| 8 | TTAN on Yahoo Finance (opens in a new tab) | Servicetitan IncSHS CL A | 2.5% | $71M | 1,000,885 | Unchanged | $104.38 | $75.11 | -28.0% |
| 9 | NU on Yahoo Finance (opens in a new tab) | Nu Hldgs LtdORD SHS CL A | 2.3% | $66M | 4,954,299 | Unchanged | $7.12* | $14.49 | +103.6% |
| 10 | CCC on Yahoo Finance (opens in a new tab) | CCC Intelligent Solutions HlCOM | 1.7% | $47M | 9,196,301 | Unchanged | $11.48* | $7.62 | -33.6% |
| 11 | GLBE on Yahoo Finance (opens in a new tab) | Global E Online LtdSHS | 1.3% | $35M | 1,020,315 | Trimmed -90.8% | $36.62* | $38.80 | +5.9% |
| 12 | ROOT on Yahoo Finance (opens in a new tab) | Root IncCL A NEW | 0.3% | $9M | 154,320 | Unchanged | $10.69* | $50.19 | +369.5% |
Sold out since Q1 2026
- NVDA on Yahoo Finance (opens in a new tab)Nvidia Corporation$650M at Q1 2026
- CPNG on Yahoo Finance (opens in a new tab)Coupang Inc$526M at Q1 2026
- META on Yahoo Finance (opens in a new tab)Meta Platforms Inc$408M at Q1 2026
- CVNA on Yahoo Finance (opens in a new tab)Carvana Co$394M at Q1 2026
- XYZ on Yahoo Finance (opens in a new tab)Block Inc$176M at Q1 2026
- SAIL on Yahoo Finance (opens in a new tab)Sailpoint Inc$106M at Q1 2026
- DDOG on Yahoo Finance (opens in a new tab)Datadog Inc$32M at Q1 2026
- WLTH on Yahoo Finance (opens in a new tab)Wealthfront Corp$6M at Q1 2026
- OSCR on Yahoo Finance (opens in a new tab)Oscar Health Inc$4M at Q1 2026
- GTM on Yahoo Finance (opens in a new tab)Zoominfo Technologies Inc$4M at Q1 2026
Estimated, from reported holdings
Quarter by quarter
High-conviction buys (new positions at 3% or more of the portfolio) since Q3 2023: 21. Of 14 with six months of history, 21.4% beat the S&P 500 from the filing date.
Source: SEC Form 13F-HR 0001193125-26-350447, compared with the Q1 2026 report. 0 option rows are excluded from weights. Tickers map from CUSIP via OpenFIGI. Estimated returns weight each position’s next-quarter total return (Yahoo Finance adjusted closes) by its quarter-end value and assume no trades. Estimated cost averages daily adjusted closes in each quarter the share count rose, from Q3 2023 onward (* = held at the start of our data). Price is the latest close.
Important information
Form 13F data is delayed. Managers have up to 45 days after each calendar quarter to file, so holdings shown may have changed materially since the report date. 13F reports cover long positions in US-listed equities and certain other securities only; they exclude short positions, most non-US holdings, cash, bonds and private investments, and managers may request confidential treatment for some positions. Options rows are listed in filings but are not counted in the holdings and weights shown here.
Estimated holdings returns, estimated cost and high-conviction results are hypothetical calculations from quarter-end holdings and public prices, assuming no trades between reports. They are not the actual returns or costs of any fund or manager and do not reflect fees, trading, leverage, shorts or cash. Biographies are drawn from cited public sources. This page is for information only and is not individualized investment advice or a recommendation to buy or sell any security. Gulfstream Capital and its clients may hold positions in securities shown.