Dragoneer Investment Group LLC
The positions Dragoneer Investment Group LLC reported on its Form 13F for Q2 2026, the quarter ending 30 Jun 2026, filed on 14 Aug 2026. Every figure below is the filing’s own: US-listed long equity, valued at the quarter end, with the change measured against the same manager’s previous filing.
Reported book is the quarter-end market value of the securities on the 13F, mostly US-listed long equity. It is not the manager’s assets under management: shorts, cash, leverage and most non-US or private holdings sit outside it.
Opened this quarter
A new position is the clearest thing a filing says. Somebody argued for it recently, and it is the easiest question to be ready for.
Sold out of this quarter
Exits are valued at what the position was worth in the previous filing, because by this one it is gone.
- Nvidia Corporation (NVDA)$650m held before
- Coupang Inc (CPNG)$526m held before
- Meta Platforms Inc (META)$408m held before
- Carvana Co (CVNA)$394m held before
- Block Inc (XYZ)$176m held before
- Sailpoint Inc (SAIL)$106m held before
- Datadog Inc (DDOG)$32m held before
- Wealthfront Corp (WLTH)$6.1m held before
- Oscar Health Inc (OSCR)$4.2m held before
- Zoominfo Technologies Inc (GTM)$4.0m held before
Every reported position, Q2 2026
12 positions, sorted by weight
| Position | Weight ↓ | Value | Shares | Change on the quarter | Action |
|---|---|---|---|---|---|
| Space Exploration Techn Corp (SPCX) Class A Common Stock · CUSIP 84615Q103 | 48% | $1.4bn | 8,000,000 | No earlier filing | New |
| Advanced Micro Devices Inc (AMD) CUSIP 007903107 | 19% | $548m | 943,987 | No earlier filing | New |
| Amazon Com Inc (AMZN) CUSIP 023135106 | 11% | $303m | 1,271,500 | No earlier filing | New |
| Innio NV (INIO) CUSIP N52A8C105 | 4.0% | $113m | 2,850,000 | No earlier filing | New |
| Klarna Group PLC (KLAR) CUSIP G5279N105 | 3.5% | $98m | 4,855,622 | +$22m -948,142 shares | Trimmed |
| Cerebras Systems Inc (CBRS) Common Class A · CUSIP 15675D103 | 3.1% | $88m | 400,000 | No earlier filing | New |
| Chime Finl Inc (CHYM) Common Shares Class A · CUSIP 16935C109 | 3.1% | $88m | 4,308,999 | +$7.5m 0 shares | Held |
| Servicetitan Inc (TTAN) Shares Class A · CUSIP 81764X103 | 2.5% | $71m | 1,000,885 | +$7.3m 0 shares | Held |
| Nu HLDGS LTD (NU) Ordinary Shares Class A · CUSIP G6683N103 | 2.3% | $66m | 4,954,299 | -$5.0m 0 shares | Held |
| CCC Intelligent Solutions HL (CCC) CUSIP 12510Q100 | 1.7% | $48m | 9,196,301 | -$7.7m 0 shares | Held |
| Global E Online LTD (GLBE) CUSIP M5216V106 | 1.3% | $35m | 1,020,315 | -$308m -10,095,314 shares | Trimmed |
| Root Inc (ROOT) Class A New · CUSIP 77664L207 | 0.3% | $8.6m | 154,320 | +$1.8m 0 shares | Held |
Every filing on file
| Quarter | Period end | Filed | Book | Positions | Top 10 | Filing |
|---|---|---|---|---|---|---|
| Q2 2026 | 30 Jun 2026 | 14 Aug 2026 | $2.8bn | 12 | 98% | 13F-HR |
| Q1 2026 | 31 Mar 2026 | 15 May 2026 | $3.0bn | 17 | 94% | 13F-HR |
| Q4 2025 | 31 Dec 2025 | 17 Feb 2026 | $4.6bn | 27 | 76% | 13F-HR |
| Q3 2025 | 30 Sept 2025 | 14 Nov 2025 | $4.5bn | 26 | 80% | 13F-HR |
| Q2 2025 | 30 Jun 2025 | 14 Aug 2025 | $4.9bn | 20 | 84% | 13F-HR |
| Q1 2025 | 31 Mar 2025 | 15 May 2025 | $4.8bn | 22 | 80% | 13F-HR |
| Q4 2024 | 31 Dec 2024 | 14 Feb 2025 | $5.7bn | 23 | 77% | 13F-HR |
| Q3 2024 | 30 Sept 2024 | 14 Nov 2024 | $5.8bn | 24 | 79% | 13F-HR |
Taking this into the room
Pick one name from the top of the book and one from the new positions, and know both properly: what the company earns, what it is priced at, and what has to be true for the position to work. That is a conversation. Reciting the whole table is not, and the interviewer wrote it.
A position sold out of is worth as much preparation as one opened. Ask what changed rather than asserting the fund was wrong, and be ready for the answer that the thesis played out and the money went somewhere better.
What this filing leaves out
A 13F covers US-listed long equity at one moment in time. Shorts, bonds, cash, private positions and non-US listings never appear, and options are reported in a form that will mislead you if you read them as a position. A long/short manager showing $8bn here may run a book several times that size.
The lag matters too. Positions are as at the quarter end and the filing arrives up to forty-five days later, so what you are reading is at least six weeks old and possibly four months. Phrase it as what the filing showed, not what the fund holds today.
You have read the book. Now have a view on one name
Pick a position, work out what it is worth, and be ready to defend it. That is the difference between a candidate who read the filing and one who did something with it.
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