Dragoneer Investment Group just filed its Q2 2026 13F. 🐋 Managed by Marc Stad · $2.8B across 12 holdings 🟢 Bought: $SPCX, $AMD, $AMZN, Innio NV +1 more 🔴 Sold: $NVDA, $CPNG, $META, $CVNA +8 more

The full updated portfolio 👇 https://fundfollower.xyz/institution/dragoneer-investment-group 13F holdings are reported with up to a 45-day lag and cover long US equity positions only. Not investment advice.