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Marc Stad

Dragoneer Investment Group

Dragoneer Investment Group, Marc Stad's public/private crossover growth

Dragoneer is a crossover growth investor with experience across private and public technology companies. Its 13F is useful for seeing how the firm expresses long-term platform and software research in liquid markets.

Sources Dragoneer Investment Group official site SEC EDGAR profile Marc Stad Milken Institute profile
Crossover growth / internet platforms CIK 1602189
2026-03-31 Latest 13F 17 Current holdings 36 Last 2 periods Change 0 Public materials
Latest 13F snapshot 2026-03-31 · 17 disclosed positions · $3.0B Top five 77.3%: NVDA, CPNG, META, CVNA, GLBE

Performance materials

  • Dragoneer does not publish a continuous public fund-level return table. Filings and public materials provide context.

Firm and key people

  • Marc Stad founded Dragoneer with a focus on durable growth businesses across public and private markets.
  • The firm is associated with technology platforms, software, consumer internet, and payments.
  • Public holdings should be read as part of a broader crossover growth process.

Investment style

  • Prefer large-market technology businesses with durable growth and strong unit economics.
  • Private-market experience can inform public-market conviction and timing.
  • Watch large changes in platform and software holdings for shifts in growth expectations.

Public materials

View timeline
Shareholder letters / memos 0
Interview 0
Public video 0
Public Q&A / speeches / presentations 0

Current holdings

13F period 2026-03-31 · Filed 2026-05-15
Stocks Shares Value Weight
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%

Last 2 quarters US 13F new / increased / reduced / sold-out positions

As of 13F 2026-03-31 · Filed 2026-05-15
Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Stocks Action 13F period Current shares Previous shares Share change 13F value change
META New 2026-03-31 Filed 2026-05-15 712,800 0 - +$407.8M
DAY Sold out 2026-03-31 Filed 2026-05-15 0 4,749,842 -100.0% -$328.5M
MELI Sold out 2026-03-31 Filed 2026-05-15 0 160,193 -100.0% -$322.7M
PDD Sold out 2026-03-31 Filed 2026-05-15 0 1,835,428 -100.0% -$208.1M
DUOL Sold out 2026-03-31 Filed 2026-05-15 0 1,159,887 -100.0% -$203.6M
KLAR Major reduction 2026-03-31 Filed 2026-05-15 5,803,764 8,283,616 -29.9% -$163.5M
NVDA Major increase 2026-03-31 Filed 2026-05-15 3,728,387 2,648,387 40.8% +$156.3M
XYZ Major reduction 2026-03-31 Filed 2026-05-15 2,918,392 4,978,155 -41.4% -$148.4M
EXE Sold out 2026-03-31 Filed 2026-05-15 0 1,319,618 -100.0% -$145.6M
CHYM Major reduction 2026-03-31 Filed 2026-05-15 4,308,999 8,548,884 -49.6% -$134.5M
GLBE Minor reduction 2026-03-31 Filed 2026-05-15 11,115,629 11,365,028 -2.2% -$103.8M
CRK Sold out 2026-03-31 Filed 2026-05-15 0 4,298,202 -100.0% -$99.6M
NAVN Sold out 2026-03-31 Filed 2026-05-15 0 2,095,507 -100.0% -$35.8M
MDLN Sold out 2026-03-31 Filed 2026-05-15 0 525,000 -100.0% -$22.1M
CVNA Major increase 2026-03-31 Filed 2026-05-15 1,252,960 979,460 27.9% -$19.4M
CPNG Major increase 2026-03-31 Filed 2026-05-15 27,852,856 21,576,556 29.1% +$16.9M
FIG Sold out 2026-03-31 Filed 2026-05-15 0 431,165 -100.0% -$16.1M
GEMI Sold out 2026-03-31 Filed 2026-05-15 0 810,000 -100.0% -$8.0M
OSCR Major reduction 2026-03-31 Filed 2026-05-15 365,573 657,435 -44.4% -$5.3M
DUOL Major reduction 2025-12-31 Filed 2026-02-17 1,159,887 1,580,787 -26.6% -$305.2M
CVNA Major increase 2025-12-31 Filed 2026-02-17 979,460 678,921 44.3% +$157.2M
XYZ Major reduction 2025-12-31 Filed 2026-02-17 4,978,155 6,549,747 -24.0% -$149.3M
EXE New 2025-12-31 Filed 2026-02-17 1,319,618 0 - +$145.6M
NVDA Major increase 2025-12-31 Filed 2026-02-17 2,648,387 2,078,387 27.4% +$106.1M
CRK New 2025-12-31 Filed 2026-02-17 4,298,202 0 - +$99.6M
MELI Major increase 2025-12-31 Filed 2026-02-17 160,193 103,379 55.0% +$81.1M
FLNC Sold out 2025-12-31 Filed 2026-02-17 0 6,100,265 -100.0% -$65.9M
CPNG Major increase 2025-12-31 Filed 2026-02-17 21,576,556 14,665,691 47.1% +$36.8M
NAVN New 2025-12-31 Filed 2026-02-17 2,095,507 0 - +$35.8M
GEMI Major reduction 2025-12-31 Filed 2026-02-17 810,000 1,620,000 -50.0% -$30.8M
MDLN New 2025-12-31 Filed 2026-02-17 525,000 0 - +$22.1M
GLBE Minor reduction 2025-12-31 Filed 2026-02-17 11,365,028 11,887,078 -4.4% +$21.7M
OSCR Major reduction 2025-12-31 Filed 2026-02-17 657,435 1,346,154 -51.2% -$16.0M
WLTH New 2025-12-31 Filed 2026-02-17 654,338 0 - +$8.9M
STUB Sold out 2025-12-31 Filed 2026-02-17 0 425,531 -100.0% -$7.2M
ARX Sold out 2025-12-31 Filed 2026-02-17 0 336,361 -100.0% -$5.0M

Public video / Interview / Shareholder letter / Public Q&A

No viewpoint records yet.