Dragoneer Investment Group Portfolio

In its Q2 2026 13F filing, Dragoneer Investment Group disclosed 10 equity positions with a combined reported value of $1.35B. The filing implies a focused portfolio: its ten largest positions account for 100.0% of reported value. HoldingsHub classifies the profile as Mid / Focused / Technology Tilt / High Turnover.

The largest disclosed positions as of Q2 2026 were AMD ($548.37M), AMZN ($303.05M), KLAR ($98.28M). By sector, the heaviest allocations are Technology 58.3%, Consumer Discretionary 22.4%. Versus the prior quarter, allocation shifted toward Financials (+11.3pp) and away from Technology (-2.9pp), Consumer Discretionary (-8.3pp).

Versus the prior quarter, Dragoneer Investment Group opened 3 new positions, trimmed 2 and fully exited 10, a turnover rate of 75.0% of positions. The portfolio's overlap with the prior quarter was 35% of names.

Figures come from the fund's SEC Form 13F filing. 13F reports are filed within 45 days of quarter end and cover long positions of $100,000 or more; they exclude short positions and non-13F asset classes, so treat this page as a quarter-end snapshot rather than the fund's live book.