Filed: 8/14/2026ACC: 0001193125-26-350447
📋 What this filing means
DRAGONEER INVESTMENT GROUP, LLC filed this quarterly 13F‑HR report disclosing 12 equity positions with a total reported market value of $2.83B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
12
Positions
$2.83B
Total AUM (reported)
38.96M
Total Shares
Allocation by class
CLASS A COM STK$1.37B48.2%
COM$898.87M31.7%
SHS$133.71M4.7%
ORDINARY SHARES$112.72M4.0%
COM CL A$88.40M3.1%
COM SHS CL A$88.25M3.1%
SHS CL A$70.77M2.5%
Portfolio Concentration
Top 3$2.22B78.3%
4–10$572.06M20.2%
11–25$44.07M1.6%
Top 3 weight
78.3%
Top 10 weight
98.4%
Voting Authority Distribution
Total shares with voting rights: 38.96M
Sole
Full voting authority
38.96M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole12
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings12
Rows:
SPACE EXPLORATION TECHN CORP
SOLEShares8M
TypeSH
Market value$1.37B
48.22%
Sole
8M
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares943.99K
TypeSH
Market value$548.37M
19.35%
Sole
943.99K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares1.27M
TypeSH
Market value$303.05M
10.69%
Sole
1.27M
Shared
0.00
None
0.00
INNIO NV
SOLEShares2.85M
TypeSH
Market value$112.72M
3.98%
Sole
2.85M
Shared
0.00
None
0.00
KLARNA GROUP PLC
SOLEShares4.86M
TypeSH
Market value$98.28M
3.47%
Sole
4.86M
Shared
0.00
None
0.00
CEREBRAS SYSTEMS INC
SOLEShares400K
TypeSH
Market value$88.40M
3.12%
Sole
400K
Shared
0.00
None
0.00
CHIME FINL INC
SOLEShares4.31M
TypeSH
Market value$88.25M
3.11%
Sole
4.31M
Shared
0.00
None
0.00
SERVICETITAN INC
SOLEShares1M
TypeSH
Market value$70.77M
2.50%
Sole
1M
Shared
0.00
None
0.00
NU HLDGS LTD
SOLEShares4.95M
TypeSH
Market value$66.19M
2.34%
Sole
4.95M
Shared
0.00
None
0.00
CCC INTELLIGENT SOLUTIONS HL
SOLEShares9.20M
TypeSH
Market value$47.45M
1.67%
Sole
9.20M
Shared
0.00
None
0.00
GLOBAL E ONLINE LTD
SOLEShares1.02M
TypeSH
Market value$35.44M
1.25%
Sole
1.02M
Shared
0.00
None
0.00
ROOT INC
SOLEShares154.32K
TypeSH
Market value$8.63M
0.30%
Sole
154.32K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPACE EXPLORATION TECHN CORPSOLE | CLASS A COM STK | 8M | SH | $1.37B 48.22% | 8M | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 943.99K | SH | $548.37M 19.35% | 943.99K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 1.27M | SH | $303.05M 10.69% | 1.27M | 0.00 | 0.00 |
INNIO NVSOLE | ORDINARY SHARES | 2.85M | SH | $112.72M 3.98% | 2.85M | 0.00 | 0.00 |
KLARNA GROUP PLCSOLE | SHS | 4.86M | SH | $98.28M 3.47% | 4.86M | 0.00 | 0.00 |
CEREBRAS SYSTEMS INCSOLE | COM CL A | 400K | SH | $88.40M 3.12% | 400K | 0.00 | 0.00 |
CHIME FINL INCSOLE | COM SHS CL A | 4.31M | SH | $88.25M 3.11% | 4.31M | 0.00 | 0.00 |
SERVICETITAN INCSOLE | SHS CL A | 1M | SH | $70.77M 2.50% | 1M | 0.00 | 0.00 |
NU HLDGS LTDSOLE | ORD SHS CL A | 4.95M | SH | $66.19M 2.34% | 4.95M | 0.00 | 0.00 |
CCC INTELLIGENT SOLUTIONS HLSOLE | COM | 9.20M | SH | $47.45M 1.67% | 9.20M | 0.00 | 0.00 |
GLOBAL E ONLINE LTDSOLE | SHS | 1.02M | SH | $35.44M 1.25% | 1.02M | 0.00 | 0.00 |
ROOT INCSOLE | CL A NEW | 154.32K | SH | $8.63M 0.30% | 154.32K | 0.00 | 0.00 |