Dragoneer Investment Group, LLC
13F filer · CIK 1602189 · San Francisco, CA
Summary
Dragoneer Investment Group, LLC reported $2.83B across 12 positions in its 13F for 2026 Q2, filed Aug 14, 2026. The largest holdings are SPCX (48.2%), AMD (19.3%), AMZN (10.7%). Versus 2026 Q1, leaving options aside, it opened 5 new positions, added to 0, trimmed 2 and sold out of 10.
Reported value$2.83B
Positions12
Report period2026 Q2
FiledAug 14, 2026
New positions5
Added0
Trimmed2
Sold out10
Top 12 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 48.2%Value $1.37BPrice $149.24Shares 8.00MSince Jun 30 -12.65%
Weight 19.3%Value $548.37MPrice $607.57Shares 944KSince Jun 30 +4.59%
Weight 10.7%Value $303.05MPrice $246.67Shares 1.27MSince Jun 30 +3.50%
INNIO NVNo ticker matchNew
Weight 4.0%Value $112.72MShares 2.85M
Weight 3.5%Value $98.28MPrice $12.36Shares 4.86M -16.34%Since Jun 30 -38.93%
Weight 3.1%Value $88.40MPrice $194.95Shares 400KSince Jun 30 -11.79%
Weight 3.1%Value $88.25MPrice $26.52Shares 4.31MSince Jun 30 +29.49%
Weight 2.5%Value $70.77MPrice $63.52Shares 1.00MSince Jun 30 -10.17%
Weight 2.3%Value $66.19MPrice $12.35Shares 4.95MSince Jun 30 -7.56%
Weight 1.7%Value $47.45MPrice $6.58Shares 9.20MSince Jun 30 +27.52%
Weight 1.3%Value $35.44MPrice $40.06Shares 1.02M -90.82%Since Jun 30 +15.35%
Weight 0.3%Value $8.63MPrice $46.02Shares 154KSince Jun 30 -17.70%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 48.2% | $1.37B | -12.65% | — | New | |
| 19.3% | $548.37M | +4.59% | — | New | |
| 10.7% | $303.05M | +3.50% | — | New | |
| INNIO NVNo ticker match | 4.0% | $112.72M | — | — | New |
| 3.5% | $98.28M | -38.93% | -16.34% | Trim | |
| 3.1% | $88.40M | -11.79% | — | New | |
| 3.1% | $88.25M | +29.49% | — | Hold | |
| 2.5% | $70.77M | -10.17% | — | Hold | |
| 2.3% | $66.19M | -7.56% | — | Hold | |
| 1.7% | $47.45M | +27.52% | — | Hold | |
| 1.3% | $35.44M | +15.35% | -90.82% | Trim | |
| 0.3% | $8.63M | -17.70% | — | Hold |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
INNIO NVNo ticker match≈ $112.72MNew
Largest sells in 2026 Q2
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.