Dragoneer Investment Group, LLC

SAN FRANCISCO, CA · CIK 1602189 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2012 · limited liability company

Assets managed$37.0bn
Staff79 · 22 in investment roles
Main clients (by assets)Private funds 100%
Private funds39 (2 hedge) · $38.5bn gross assets
Websitedragoneer.com
Form ADV · 2026-05-04SEC adviser record

Legal entityDRAGONEER INVESTMENT GROUP, LLC (US)

Kindhedge funds, private equity, futures
Others nearbySan Francisco, CA, Santa Barbara, CA, New York, NY

As an employer

Offices in1 country
Private fundsprivate equity 37, hedge 2

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
San Francisco, CA (main office)United States	United States	about 21
Montecito, CAUnited States	United States	1
New York, NYUnited States	United States

US visa salary filings

Filings FY2024–20266
Median salary offered$150,000
Middle half$131,250 – $151,552
Job titles5
E-3 (Australians)1

Job title	Filings	Median	Range
InvestorSan Francisco, CA	2	$137,500	$125,000 – $175,000
Head Of Human CapitalSan Francisco, CA	1	$249,434	$249,434 – $500,000
Investment AssociateSan Francisco, CA	1	$152,069	$152,069 – $175,000
AnalystSan Francisco, CA	1	$150,000	$150,000 – $200,000
Valuations AnalystSan Francisco, CA	1	$114,462	$114,462 – $120,000

Source: US Department of Labor, Labor Condition Application disclosure data (certified, full-time, yearly equivalent). These are the salaries the employer committed to pay the visa roles it filed for, at least the prevailing wage for the job and place; they are not the pay of all its staff. Filed by: Dragoneer Investment Group, LLC.

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$2.8bn reported value -5.6% vs Q1 2026

12positions

98.4%in top 10

5 new 0 added 2 reduced 10 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SPACE EXPLORATION TECHN CORP CLASS A COM STK SPCX	SPCX	8,000,000	$1.4bn48.22%	48.22%	New
2	ADVANCED MICRO DEVICES INC COM AMD	AMD	943,987	$548.4m19.35%	19.35%	New
3	AMAZON COM INC COM AMZN	AMZN	1,271,500	$303.0m10.69%	10.69%	New
4	INNIO NV ORDINARY SHARES INIO	INIO	2,850,000	$112.7m3.98%	3.98%	New
5	KLARNA GROUP PLC SHS KLAR	KLAR	4,855,622	$98.3m3.47%	3.47%	Reduced -948.1k	-948,142 -16.3%
6	CEREBRAS SYSTEMS INC COM CL A CBRS	CBRS	400,000	$88.4m3.12%	3.12%	New
7	CHIME FINL INC COM SHS CL A CHYM	CHYM	4,308,999	$88.2m3.11%	3.11%	Unchanged
8	SERVICETITAN INC SHS CL A TTAN	TTAN	1,000,885	$70.8m2.50%	2.50%	Unchanged
9	NU HLDGS LTD ORD SHS CL A NU	NU	4,954,299	$66.2m2.34%	2.34%	Unchanged
10	CCC INTELLIGENT SOLUTIONS HL COM CCC	CCC	9,196,301	$47.5m1.67%	1.67%	Unchanged
11	GLOBAL E ONLINE LTD SHS GLBE	GLBE	1,020,315	$35.4m1.25%	1.25%	Reduced -10.1m	-10,095,314 -90.8%
12	ROOT INC CL A NEW ROOT	ROOT	154,320	$8.6m0.30%	0.30%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
NVIDIA CORPORATION NVDA	NVDA	3,728,387	$650.2m3.7m shares
COUPANG INC CPNG	CPNG	27,852,856	$525.9m27.9m shares
META PLATFORMS INC META	META	712,800	$407.8m712.8k shares
CARVANA CO CVNA	CVNA	6,264,800	$393.9m6.3m shares
BLOCK INC XYZ	XYZ	2,918,392	$175.6m2.9m shares
SAILPOINT INC SAIL	SAIL	8,000,000	$105.9m8.0m shares
DATADOG INC DDOG	DDOG	271,800	$32.1m271.8k shares
WEALTHFRONT CORP WLTH	WLTH	654,338	$6.1m654.3k shares
OSCAR HEALTH INC OSCR	OSCR	365,573	$4.2m365.6k shares
ZOOMINFO TECHNOLOGIES INC GTM	GTM	670,000	$4.0m670.0k shares