1y return−21.3%S&P 500 +20.9%
3y return+9.0%S&P 500 +68.5%
5y return−44.9%S&P 500 +74.5%
10y return+241.2%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $341 against $357 in the S&P 500.2
Dragoneer Investment Group, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SPCXSpace Exploration Techn Corp | $1.4B | 48.2% | New |
| AMDAdvanced Micro Devices Inc | $548.4M | 19.3% | New |
| AMZNAmazon Com Inc | $303.0M | 10.7% | New |
| Innio NvCUSIP N52A8C105 | $112.7M | 4.0% | New |
| Klarna Group PLCCUSIP G5279N105 | $98.3M | 3.5% | −16.3% |
| CBRSCerebras Systems Inc | $88.4M | 3.1% | New |
| CHYMChime Finl Inc | $88.2M | 3.1% | |
| TTANServicetitan Inc | $70.8M | 2.5% | |
| Nu Hldgs LtdCUSIP G6683N103 | $66.2M | 2.3% | |
| CCCCcc Intelligent Solutions Hl | $47.5M | 1.7% | |
| Global E Online LtdCUSIP M5216V106 | $35.4M | 1.3% | −90.8% |
| ROOTRoot Inc | $8.6M | 0.3% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| Nu Hldgs LtdCUSIP G6683N103 | December 31, 2021 | +42.4% | $66.2M |
| TTANServicetitan Inc | December 31, 2024 | −31.3% | $70.8M |
| Global E Online LtdCUSIP M5216V106 | June 30, 2021 | −39.2% | $35.4M |
| CHYMChime Finl Inc | June 30, 2025 | −40.7% | $88.2M |
| Klarna Group PLCCUSIP G5279N105 | September 30, 2025 | −44.8% | $98.3M |
| CCCCcc Intelligent Solutions Hl | September 30, 2021 | −50.9% | $47.5M |
Sold off last quarter
- NVDANvidia Corporation was $650.2M
- CPNGCoupang Inc was $525.9M
- METAMeta Platforms Inc was $407.8M
- CVNACarvana Co was $393.9M
- XYZBlock Inc was $175.6M
- SAILSailpoint Inc was $105.9M
- DDOGDatadog Inc was $32.1M
- WLTHWealthfront Corp was $6.1M
- OSCROscar Health Inc was $4.2M
- GTMZoominfo Technologies Inc was $4.0M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +8.5% | +14.8% |
| March 31, 2026 | −20.8% | −4.6% |
| December 31, 2025 | −9.1% | +2.4% |
| September 30, 2025 | +0.9% | +7.8% |
| June 30, 2025 | +16.4% | +10.5% |
| March 31, 2025 | −9.7% | −4.6% |
| December 31, 2024 | +12.1% | +2.1% |
| September 30, 2024 | +9.5% | +5.4% |
| June 30, 2024 | −3.9% | +4.0% |
| March 31, 2024 | +3.5% | +10.0% |
| December 31, 2023 | +22.0% | +11.2% |
| September 30, 2023 | −11.6% | −3.6% |
| June 30, 2023 | +16.1% | +8.3% |
| March 31, 2023 | +10.4% | +7.0% |
| December 31, 2022 | −12.4% | +7.1% |
| September 30, 2022 | +2.8% | −5.3% |
| June 30, 2022 | −38.6% | −16.5% |
| March 31, 2022 | −19.5% | −4.9% |
| December 31, 2021 | −10.7% | +10.7% |
| September 30, 2021 | −0.8% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Dragoneer Investment Group, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1602189&type=13F-HR&dateb=&owner=include&count=40CIK 1602189
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1602189/000119312526350447/Filed August 14, 2026 · accession 0001193125-26-350447