Dragoneer Investment Group

Name: Dragoneer Investment Group 13F holdings, Q2 2026
Creator: Dragoneer Investment Group

13F Holdings · CIK 1602189 · filed 2026-08-14

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New Positions

42% of current holdings

Exited

59% of prior holdings

Increased

0% of prior holdings

Decreased

12% of prior holdings

Total holdings: 17 → 12

Show unchanged positions

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17 positions

					Shares				Value ($)

New	Long	ADVANCED MICRO DEVICES INC	007903107	COM	—	943,987	+943,987	—	—	$548.4M	+$548.4M	—
New	Long	AMAZON COM INC	023135106	COM	—	1,271,500	+1,271,500	—	—	$303.0M	+$303.0M	—
New	Long	CEREBRAS SYSTEMS INC	15675D103	COM CL A	—	400,000	+400,000	—	—	$88.4M	+$88.4M	—
New	Long	INNIO NV	N52A8C105	ORDINARY SHARES	—	2,850,000	+2,850,000	—	—	$112.7M	+$112.7M	—
New	Long	SPACE EXPLORATION TECHN CORP	84615Q103	CLASS A COM STK	—	8,000,000	+8,000,000	—	—	$1.37B	+$1.37B	—
Exited	Long	BLOCK INC	852234103	CL A	2,918,392	—	−2,918,392	−100.0%	$175.6M	—	−$175.6M	−100.0%
Exited	Long	CARVANA CO	146869102	CL A	1,252,960	—	−1,252,960	−100.0%	$393.9M	—	−$393.9M	−100.0%
Exited	Long	COUPANG INC	22266T109	CL A	27,852,856	—	−27,852,856	−100.0%	$525.9M	—	−$525.9M	−100.0%
Exited	Long	DATADOG INC	23804L103	CL A COM	271,800	—	−271,800	−100.0%	$32.1M	—	−$32.1M	−100.0%
Exited	Long	META PLATFORMS INC	30303M102	CL A	712,800	—	−712,800	−100.0%	$407.8M	—	−$407.8M	−100.0%
Exited	Long	NVIDIA CORPORATION	67066G104	COM	3,728,387	—	−3,728,387	−100.0%	$650.2M	—	−$650.2M	−100.0%
Exited	Long	OSCAR HEALTH INC	687793109	CL A	365,573	—	−365,573	−100.0%	$4.2M	—	−$4.2M	−100.0%
Exited	Long	SAILPOINT INC	78781J109	COM	8,000,000	—	−8,000,000	−100.0%	$105.9M	—	−$105.9M	−100.0%
Exited	Long	WEALTHFRONT CORP	947002101	COM	654,338	—	−654,338	−100.0%	$6.1M	—	−$6.1M	−100.0%
Exited	Long	ZOOMINFO TECHNOLOGIES INC	98980F104	COMMON STOCK	670,000	—	−670,000	−100.0%	$4.0M	—	−$4.0M	−100.0%
Decreased	Long	GLOBAL E ONLINE LTD	M5216V106	SHS	11,115,629	1,020,315	−10,095,314	−90.8%	$342.9M	$35.4M	−$307.5M	−89.7%
Decreased	Long	KLARNA GROUP PLC	G5279N105	SHS	5,803,764	4,855,622	−948,142	−16.3%	$76.0M	$98.3M	+$22.3M	+29.4%