Marc Stad
Dragoneer Investment Group · SEC CIK 1602189
Growth compounders, public and private.
Q1 2026
Latest 13F
$3.00B
Filed US book
17
Positions
Largest holdings, as filed
Top 15 of 17 positions. Weights are against the whole filed book. 13F filings cover US-listed holdings only.
| Company | Ticker | Value | Weight |
|---|---|---|---|
| NVIDIA CORPORATION | NVDA | $650.23M | 21.7% |
| COUPANG INC | CPNG | $525.86M | 17.5% |
| META PLATFORMS INC | META | $407.81M | 13.6% |
| CARVANA CO | CVNA | $393.91M | 13.1% |
| GLOBAL E ONLINE LTD | $342.92M | 11.4% | |
| BLOCK INC | XYZ | $175.63M | 5.8% |
| SAILPOINT INC | SAIL | $105.92M | 3.5% |
| CHIME FINL INC | CHYM | $80.71M | 2.7% |
| KLARNA GROUP PLC | $75.97M | 2.5% | |
| NU HLDGS LTD | $71.19M | 2.4% | |
| SERVICETITAN INC | TTAN | $63.52M | 2.1% |
| CCC INTELLIGENT SOLUTIONS HL | CCC | $55.18M | 1.8% |
| DATADOG INC | DDOG | $32.09M | 1.1% |
| ROOT INC | ROOT | $6.82M | 0.2% |
| WEALTHFRONT CORP | WLTH | $6.05M | 0.2% |
Inside the app: the full book for Dragoneer Investment Group, quarter on quarter buys and sells, consensus across 100+ funds and copy-to-watchlist.
Source: SEC EDGAR 13F filings. Values are as filed and cover US-listed positions only. Educational information, not financial advice.