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Livermore
Livermore
ZHEN

Dragoneer Investment Group, LLC

SEC CIK
0001602189
Latest filing
Aug 14, 2026

The latest 13F from Dragoneer Investment Group, LLC covers Q2 2026 (filed Aug 14, 2026): 12 long positions worth $2.83B. The top 10 holdings make up 98.4% of the portfolio, and the largest is Space Exploration Technologies Corp (SPCX) at 48.2%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
5
Est. +$2.42B
Added
0
Reduced
2
Est. −$369.8M
Sold out
10
Est. −$2.31B

Top 5 holdings

Share of this quarter's portfolio value

  1. SPCXSpace Exploration Technologies Corp
    48.2%$1.37BHistory
  2. AMDAdvanced Micro Devices Inc
    19.3%$548.4MHistory
  3. AMZNAmazon Com Inc
    10.7%$303.0MHistory
  4. INIOInnio N.V.
    4.0%$112.7MHistory
  5. KLARKlarna Group plc
    3.5%$98.3MHistory

Share of portfolio

Top 5 holdings and the other 7 positions, by share of portfolio value

  1. SPCX48.2%
  2. AMD19.3%
  3. AMZN10.7%
  4. INIO4.0%
  5. KLAR3.5%
  6. Other 7 positions14.3%

Biggest buys

New and added positions, by estimated amount bought

  1. SPCXSpace Exploration Technologies Corp
    +$1.37BNewHistory
  2. AMDAdvanced Micro Devices Inc
    +$548.4MNewHistory
  3. AMZNAmazon Com Inc
    +$303.0MNewHistory
  4. INIOInnio N.V.
    +$112.7MNewHistory
  5. CBRSCerebras Systems Inc.
    +$88.4MNewHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. SPCXSpace Exploration Technologies Corp
    +48.22 pp0.0% → 48.2%History
  2. AMDAdvanced Micro Devices Inc
    +19.35 pp0.0% → 19.3%History
  3. AMZNAmazon Com Inc
    +10.69 pp0.0% → 10.7%History
  4. INIOInnio N.V.
    +3.98 pp0.0% → 4.0%History
  5. CBRSCerebras Systems Inc.
    +3.12 pp0.0% → 3.1%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. NVDANVIDIA Corp
    −$650.2MSold outHistory
  2. CPNGCoupang, Inc.
    −$525.9MSold outHistory
  3. METAMeta Platforms, Inc.
    −$407.8MSold outHistory
  4. CVNACarvana Co.
    −$393.9MSold outConverted for a 5-for-1 splitHistory
  5. GLBEGlobal-E Online Ltd.
    −$350.6MReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. NVDANVIDIA Corp
    −21.66 pp21.7% → 0.0%History
  2. CPNGCoupang, Inc.
    −17.52 pp17.5% → 0.0%History
  3. METAMeta Platforms, Inc.
    −13.58 pp13.6% → 0.0%History
  4. CVNACarvana Co.
    −13.12 pp13.1% → 0.0%History
  5. GLBEGlobal-E Online Ltd.
    −10.17 pp11.4% → 1.3%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$2.83B
−$167.6M (−5.6%) vs. prior quarter
Positions
12
−5 vs. prior quarter
Top 10 concentration
98.4%
Top 10 as share of value
Turnover
82.9%
Q2 2026, one quarter
Average holding period
2.4 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $8.71B (Q4 2021)

Q1 2021: $6.99BQ2 2021: $7.76BQ3 2021: $7.59BQ4 2021: $8.71BQ1 2022: $7.84BQ2 2022: $3.91BQ3 2022: $3.80BQ4 2022: $3.23BQ1 2023: $4.22BQ2 2023: $4.84BQ3 2023: $4.34BQ4 2023: $4.61BQ1 2024: $4.32BQ2 2024: $5.23BQ3 2024: $5.75BQ4 2024: $5.73BQ1 2025: $4.75BQ2 2025: $4.90BQ3 2025: $4.53BQ4 2025: $4.59BQ1 2026: $3.00BQ2 2026: $2.83B
Q1 2021Q2 2026
13F filings of Dragoneer Investment Group, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 14, 202612$2.83BSPCXAMDAMZNvs. Q1 2026SEC
Q1 2026May 15, 202617$3.00BNVDACPNGMETAvs. Q4 2025SEC
Q4 2025Feb 17, 202627$4.59BCPNGNVDAGLBEvs. Q3 2025SEC
Q3 2025Nov 14, 202526$4.53BDUOLXYZCPNGvs. Q2 2025SEC
Q2 2025Aug 14, 202520$4.90BXYZCPNGNVDAvs. Q1 2025SEC
Q1 2025May 15, 202522$4.75BCPNGPDDXYZvs. Q4 2024SEC
Q4 2024Feb 14, 202523$5.73BGLBERBLXPDDvs. Q3 2024SEC
Q3 2024Nov 14, 202424$5.75BGLBETEAMRBLXvs. Q2 2024SEC
Q2 2024Aug 14, 202433$5.23BGLBETEAMRBLXvs. Q1 2024SEC
Q1 2024May 15, 202429$4.32BGLBEGTMRBLXvs. Q4 2023SEC
Q4 2023Feb 14, 202428$4.61BGLBEXYZRBLXvs. Q3 2023SEC
Q3 2023Nov 14, 202329$4.34BGLBEXYZGTMvs. Q2 2023SEC
Q2 2023Aug 14, 202326$4.84BGTMGLBEDASHvs. Q1 2023SEC
Q1 2023May 15, 202330$4.22BGTMSNOWGLBEvs. Q4 2022SEC
Q4 2022Feb 14, 202331$3.23BGTMSNOWJAMFvs. Q3 2022SEC
Q3 2022Nov 14, 202235$3.80BSNOWGTMJAMFvs. Q2 2022SEC
Q2 2022Aug 15, 202239$3.91BJAMFSNOWGTMvs. Q1 2022SEC
Q1 2022May 16, 202252$7.84BNUJAMFDDOGvs. Q4 2021SEC
Q4 2021Feb 15, 202264$8.71BNUJAMFRIVNvs. Q3 2021SEC
Q3 2021Nov 15, 202172$7.59BJAMFSNOWUBERvs. Q2 2021SEC
Q2 2021Aug 16, 202163$7.76BSNOWUBERPCORvs. Q1 2021SEC
Q1 2021May 17, 202148$6.99BSNOWUBERABNB–SEC

13D and 13G filings

Companies where Dragoneer Investment Group, LLC reports owning 5% or more on Schedule 13D or 13G, and its latest filings.

Current stakes of 5% or more

Dragoneer Investment Group, LLC does not currently report owning 5% or more of any company.

Latest filings

49 filings on file made by Dragoneer Investment Group, LLC or listing it as a reporting person; the latest 20 are shown.

Schedule 13D and 13G filings by Dragoneer Investment Group, LLC
CompanyFiled (ET)FilerFormStakeChangeEvent dateFiling
GLBEGlobal-E Online Ltd.Aug 14, 20264:30 PM ETDragoneer Investment Group, LLCand 1 other13G/A0.60%1.02M shares−6.40 ppfrom 7.00%Below 5%Jun 30, 2026SEC
OSCROscar Health, Inc.Feb 17, 20267:00 AM ETDragoneer Investment Group, LLCand 1 other13G/A0.30%657.4K shares–Below 5%Dec 31, 2025SEC
INSPInspire Medical Systems, Inc.Nov 14, 20258:56 AM ETDragoneer Investment Group, LLCand 1 other13G/A0.00%0 shares−8.00 ppfrom 8.00%Below 5%Sep 30, 2025SEC
GLBEGlobal-E Online Ltd.Nov 14, 20257:30 AM ETDragoneer Investment Group, LLCand 1 other13G/A7.00%11.9M shares+1.10 ppfrom 5.90%Sep 30, 2025SEC
INSPInspire Medical Systems, Inc.Aug 14, 20254:30 PM ETDragoneer Investment Group, LLCand 1 other13G8.00%2.35M sharesNewJun 30, 2025SEC
JAMFJamf Holding Corp.Aug 14, 20254:30 PM ETDragoneer Investment Group, LLCand 1 other13G/A3.30%4.33M shares–Below 5%Jun 30, 2025SEC
GLBEGlobal-E Online Ltd.May 15, 20259:40 PM ETDragoneer Investment Group, LLCand 1 other13G/A5.90%10.1M shares−1.30 ppfrom 7.20%May 15, 2025SEC
JAMFJamf Holding Corp.May 15, 20256:06 PM ETStad Marcand 1 other13G/A6.70%8.82M shares−3.80 ppfrom 10.50%Mar 31, 2025SEC
GTMZoomInfo Technologies Inc.Feb 14, 20254:00 PM ETDragoneer Investment Group, LLCand 1 other13G/A1.80%6.32M shares–Below 5%Dec 31, 2024SEC
JAMFJamf Holding Corp.Feb 14, 20254:00 PM ETStad Marcand 1 other13G/A10.50%13.5M shares–Dec 31, 2024SEC
GLBEGlobal-E Online Ltd.Feb 14, 20254:00 PM ETDragoneer Investment Group, LLCand 1 other13G/A7.20%12.0M shares–Dec 31, 2024SEC
CCCCCC Intelligent Solutions Holdings Inc.Nov 14, 2024Dragoneer Investment Group, LLC13G/AOld format–––SEC
OSCROscar Health, Inc.Nov 14, 2024Dragoneer Investment Group, LLC13G/AOld format–––SEC
GLBEGlobal-E Online Ltd.Nov 14, 2024Dragoneer Investment Group, LLC13G/AOld format–––SEC
NCNOnCino, Inc.Feb 14, 2024Dragoneer Investment Group, LLC13G/AOld format–––SEC
JAMFJamf Holding Corp.Feb 14, 2024Dragoneer Investment Group, LLC13G/AOld format–––SEC
CWANClearwater Analytics Holdings, Inc.Feb 14, 2024Dragoneer Investment Group, LLC13G/AOld format–––SEC
GLBEGlobal-E Online Ltd.Feb 14, 2024Dragoneer Investment Group, LLC13G/AOld format–––SEC
OSCROscar Health, Inc.Feb 14, 2024Dragoneer Investment Group, LLC13GOld format–New–SEC
ENFNEnfusion, Inc.Feb 14, 2024Dragoneer Investment Group, LLC13G/AOld format–––SEC