Dragoneer Investment Group, LLC 13F: Quarter-over-Quarter Portfolio Changes
Dragoneer Investment Group, LLC reported a disclosed portfolio value of approximately $2.8 billion in its latest SEC Form 13F-HR filing for Q2 2026, down 5.6% quarter on quarter. Over the quarter, the fund initiated 5 new positions, trimmed 2 holdings, and exited 10 positions.
Dragoneer Investment Group, LLC's top buy was a new stake in Space Exploration Techn CORP (SPCX) , equal to 48.2% of the disclosed portfolio. Its top sell was Nvidia Corporation (NVDA) . The fund exited the position completely after it had accounted for 21.7% of the previous portfolio.
New PositionsQ2 2026
Securities disclosed for the first time in Q2 2026 that were not present in the prior 13F-HR filing.
| Company | Ticker | Initial Portfolio Weight | History |
|---|---|---|---|
| SPACE EXPLORATION TECHN CORP | SPCX | 48.2% | History → |
| ADVANCED MICRO DEVICES INC | AMD | 19.3% | History → |
| AMAZON.COM INC | AMZN | 10.7% | History → |
| INNIO NV | INIO | 4.0% | History → |
| CEREBRAS SYSTEMS INC | CBRS | 3.1% | History → |
Top SellsQ2 2026
The fund's top sells among positions it retained in Q2 2026. Ranked by portfolio-weight impact. Full exits are listed separately.
| Company | Ticker | Portfolio Weight Change | Shares Sold | History |
|---|---|---|---|---|
| GLOBAL E ONLINE LTD | GLBE | -10.2% | 90.8% | Holders → |
| KLARNA GROUP PLC | KLAR | 0.9% | 16.3% | History → |
Full ExitsQ2 2026
Positions present in the prior 13F-HR filing that no longer appear in Q2 2026.
| Company | Ticker | Last-Reported Portfolio Weight |
|---|---|---|
| NVIDIA CORPORATION | NVDA | 21.7% |
| COUPANG INC | CPNG | 17.5% |
| META PLATFORMS INC | META | 13.6% |
| CARVANA CO | CVNA | 13.1% |
| BLOCK INC | XYZ | 5.9% |
| SAILPOINT INC | SAIL | 3.5% |
| DATADOG INC | DDOG | 1.1% |
| WEALTHFRONT CORP | WLTH | 0.2% |
| OSCAR HEALTH INC | OSCR | 0.1% |
| ZOOMINFO TECHNOLOGIES INC | GTM | 0.1% |
Net Portfolio Value ChangeQ2 2026
- $3.0BPrior quarter
- $2.8BCurrent quarter
- $-0.2BNet delta
- -5.6%% change
Methodology & FAQ
How Dragoneer Investment Group, LLC Quarterly Changes Are Computed
All deltas are sourced from sequential SEC Form 13F-HR filings for Dragoneer Investment Group, LLC: each row joins the most recent filing against the immediately preceding quarterly filing for the same fund. Share-count changes reflect reported trading activity, while portfolio weights can also move because of market price changes. Portfolio weights are normalized to exclude listed options for comparability. A complete description, including how confidential treatment filings are handled, is documented in the Methodology.
What stocks did Dragoneer Investment Group, LLC buy in Q2 2026?
In Q2 2026, Dragoneer Investment Group, LLC initiated 5 new positions (SPACE EXPLORATION TECHN CORP (SPCX), ADVANCED MICRO DEVICES INC (AMD), AMAZON.COM INC (AMZN), INNIO NV (INIO), CEREBRAS SYSTEMS INC (CBRS)).
What stocks did Dragoneer Investment Group, LLC sell in Q2 2026?
In Q2 2026, Dragoneer Investment Group, LLC fully sold 10 positions (NVIDIA CORPORATION (NVDA), COUPANG INC (CPNG), META PLATFORMS INC (META), CARVANA CO (CVNA), BLOCK INC (XYZ), SAILPOINT INC (SAIL), DATADOG INC (DDOG), WEALTHFRONT CORP (WLTH), OSCAR HEALTH INC (OSCR), ZOOMINFO TECHNOLOGIES INC (GTM)); reduced holdings in GLOBAL E ONLINE LTD (GLBE), KLARNA GROUP PLC (KLAR).
Which positions did Dragoneer Investment Group, LLC initiate in Q2 2026?
Dragoneer Investment Group, LLC established 5 new positions in Q2 2026: SPACE EXPLORATION TECHN CORP (SPCX, 48.2%), ADVANCED MICRO DEVICES INC (AMD, 19.3%), AMAZON.COM INC (AMZN, 10.7%), INNIO NV (INIO, 4.0%), CEREBRAS SYSTEMS INC (CBRS, 3.1%).
Which existing positions saw the largest allocation increases for Dragoneer Investment Group, LLC in Q2 2026?
Dragoneer Investment Group, LLC reported no material allocation increases in existing positions in Q2 2026.
Which positions did Dragoneer Investment Group, LLC fully exit in Q2 2026?
Dragoneer Investment Group, LLC fully exited 10 positions in Q2 2026: NVIDIA CORPORATION (NVDA, last-reported weight 21.7%), COUPANG INC (CPNG, last-reported weight 17.5%), META PLATFORMS INC (META, last-reported weight 13.6%), CARVANA CO (CVNA, last-reported weight 13.1%), BLOCK INC (XYZ, last-reported weight 5.9%), SAILPOINT INC (SAIL, last-reported weight 3.5%), DATADOG INC (DDOG, last-reported weight 1.1%), WEALTHFRONT CORP (WLTH, last-reported weight 0.2%), OSCAR HEALTH INC (OSCR, last-reported weight 0.1%), ZOOMINFO TECHNOLOGIES INC (GTM, last-reported weight 0.1%).
Which existing positions saw the largest allocation reductions for Dragoneer Investment Group, LLC in Q2 2026?
Of 2 existing positions with share-count reductions in Q2 2026, the largest were: GLOBAL E ONLINE LTD (GLBE, -10.2% weight, -90.8% shares), KLARNA GROUP PLC (KLAR, 0.9% weight, -16.3% shares).
Do quarter-over-quarter 13F allocation changes constitute explicit trading signals?
No. Quarter-over-quarter changes reflect a combination of active trading and market price movement. A weight increase can result from price appreciation alone, without the manager adding shares. Share-count delta is the cleaner indicator of explicit trading activity. All deltas on this page are sourced from sequential SEC Form 13F-HR filings.