Marc Stad
Dragoneer · Marc Stad 的 public/private crossover growth
Dragoneer Investment Group 是 crossover growth 的代表平台之一，Marc Stad 长期投资互联网、软件、数据、消费平台和全球化成长公司。最值得看的是公开市场持仓与私募成长投资框架之间的联系，以及平台经济、单位经济和估值周期如何改变组合权重。
| 股票 | 股数 | 市值 | 权重 |
|---|---|---|---|
NVDA
|
3,728,387 | $650.2M | 21.7% |
CPNG
|
27,852,856 | $525.9M | 17.5% |
META
|
712,800 | $407.8M | 13.6% |
CVNA
|
1,252,960 | $393.9M | 13.1% |
GLBE
|
11,115,629 | $342.9M | 11.4% |
XYZ
|
2,918,392 | $175.6M | 5.9% |
SAIL
|
8,000,000 | $105.9M | 3.5% |
CHYM
|
4,308,999 | $80.7M | 2.7% |
KLAR
|
5,803,764 | $76.0M | 2.5% |
NU
|
4,954,299 | $71.2M | 2.4% |
TTAN
|
1,000,885 | $63.5M | 2.1% |
CCC
|
9,196,301 | $55.2M | 1.8% |
DDOG
|
271,800 | $32.1M | 1.1% |
ROOT
|
154,320 | $6.8M | 0.2% |
WLTH
|
654,338 | $6.1M | 0.2% |
OSCR
|
365,573 | $4.2M | 0.1% |
GTM
|
670,000 | $4.0M | 0.1% |
| 股票 | 动作 | 13F 时间 | 当前股数 | 上期股数 | 股数变化 | 13F市值变化 |
|---|---|---|---|---|---|---|
|
META
|
新增 | 2026-03-31 披露 2026-05-15 | 712,800 | 0 | - | +$407.8M |
DAY
|
清仓 | 2026-03-31 披露 2026-05-15 | 0 | 4,749,842 | -100.0% | -$328.5M |
MELI
|
清仓 | 2026-03-31 披露 2026-05-15 | 0 | 160,193 | -100.0% | -$322.7M |
PDD
|
清仓 | 2026-03-31 披露 2026-05-15 | 0 | 1,835,428 | -100.0% | -$208.1M |
DUOL
|
清仓 | 2026-03-31 披露 2026-05-15 | 0 | 1,159,887 | -100.0% | -$203.6M |
|
KLAR
|
大幅减持 | 2026-03-31 披露 2026-05-15 | 5,803,764 | 8,283,616 | -29.9% | -$163.5M |
|
NVDA
|
大幅增持 | 2026-03-31 披露 2026-05-15 | 3,728,387 | 2,648,387 | 40.8% | +$156.3M |
|
XYZ
|
大幅减持 | 2026-03-31 披露 2026-05-15 | 2,918,392 | 4,978,155 | -41.4% | -$148.4M |
EXE
|
清仓 | 2026-03-31 披露 2026-05-15 | 0 | 1,319,618 | -100.0% | -$145.6M |
|
CHYM
|
大幅减持 | 2026-03-31 披露 2026-05-15 | 4,308,999 | 8,548,884 | -49.6% | -$134.5M |
|
GLBE
|
小幅减持 | 2026-03-31 披露 2026-05-15 | 11,115,629 | 11,365,028 | -2.2% | -$103.8M |
CRK
|
清仓 | 2026-03-31 披露 2026-05-15 | 0 | 4,298,202 | -100.0% | -$99.6M |
NAVN
|
清仓 | 2026-03-31 披露 2026-05-15 | 0 | 2,095,507 | -100.0% | -$35.8M |
MDLN
|
清仓 | 2026-03-31 披露 2026-05-15 | 0 | 525,000 | -100.0% | -$22.1M |
|
CVNA
|
大幅增持 | 2026-03-31 披露 2026-05-15 | 1,252,960 | 979,460 | 27.9% | -$19.4M |
|
CPNG
|
大幅增持 | 2026-03-31 披露 2026-05-15 | 27,852,856 | 21,576,556 | 29.1% | +$16.9M |
FIG
|
清仓 | 2026-03-31 披露 2026-05-15 | 0 | 431,165 | -100.0% | -$16.1M |
GEMI
|
清仓 | 2026-03-31 披露 2026-05-15 | 0 | 810,000 | -100.0% | -$8.0M |
|
OSCR
|
大幅减持 | 2026-03-31 披露 2026-05-15 | 365,573 | 657,435 | -44.4% | -$5.3M |
还没有观点记录。