Marc Stad
Dragoneer Investment Group · SEC CIK 1602189
Growth compounders, public and private.
This filing is 67 days old. Dragoneer Investment Group keeps roughly 66% of its positions in a typical quarter, so about 74% of this book is likely still intact today.
How half-life is computedSnapshot half-life is the number of days after the period end at which half of this specific fund's reported book is expected to have changed, measured from its own past filings. It is a decay estimate, not knowledge of current positions.
Largest holdings, as filed
Top 10 of 12 positions. Weights are against the whole filed book. 13F filings cover US-listed holdings only.
| Company | Ticker | Value | % of book | Freshness |
|---|---|---|---|---|
| NVIDIA CORPORATION | NVDA | $650.23M | 22.9% | n/a |
| COUPANG INC | CPNG | $525.86M | 18.6% | n/a |
| META PLATFORMS INC | META | $407.81M | 14.4% | n/a |
| CARVANA CO | CVNA | $393.91M | 13.9% | n/a |
| GLOBAL E ONLINE LTD | $342.92M | 12.1% | n/a | |
| BLOCK INC | XYZ | $175.63M | 6.2% | n/a |
| SAILPOINT INC | SAIL | $105.92M | 3.7% | n/a |
| CHIME FINL INC | CHYM | $80.71M | 2.9% | |
| KLARNA GROUP PLC | $75.97M | 2.7% | n/a | |
| NU HLDGS LTD | $71.19M | 2.5% | n/a |
Freshness: how likely each position is still held today, from this fund's own turnover history, each position's tenure and the filing's age. Hover a bar for the numbers. Method.
What changed last quarter
Between Q4 2025 and Q1 2026, the largest add was NVDA (shares up 41%), now $650.23M; the largest trim was XYZ (shares down 41%); DAY, MELI, PDD no longer appear among the previous quarter's largest positions. All of it computed from the two filings, nothing inferred.
Biggest buys, Q1 2026
Common questions
What are Marc Stad's biggest holdings?
As of the Q1 2026 13F, the largest reported positions at Dragoneer Investment Group are NVDA (22.9% of the book), CPNG (18.6% of the book), META (14.4% of the book).
How big is Dragoneer Investment Group's portfolio?
The latest 13F reports $2.83B across 12 US-listed positions. 13F filings cover US-listed holdings only, so non-US positions and shorts are not included.
Does Marc Stad still hold these positions?
Unknown for certain: a 13F may be filed up to 45 days after quarter end. Based on Dragoneer Investment Group's own filing history, the fund keeps roughly 66% of positions in a typical quarter, so at 67 days since the period end roughly 74% of this book is likely intact. The snapshot half-life for this fund is about 153 days.
What did Marc Stad buy and sell last quarter?
Between Q4 2025 and Q1 2026, the largest add was NVDA (shares up 41%), now $650.23M; the largest trim was XYZ (shares down 41%); DAY, MELI, PDD no longer appear among the previous quarter's largest positions. All of it computed from the two filings, nothing inferred.
Funds with overlapping books
Inside the app: the full book for Dragoneer Investment Group, quarter on quarter buys and sells, consensus across 140+ funds and copy-to-watchlist.
Source: SEC EDGAR 13F filings. Values are as filed and cover US-listed positions only. A 13F may be filed up to 45 days after the quarter ends, so positions can change before the filing is even public; the freshness figures above quantify that lag instead of hiding it. Educational information, not financial advice.