Great investors · Marc Stad · Q2 2026
What Marc Stad bought and sold in Q2 2026
Dragoneer Investment Group 13F portfolio as of Jun 30, 2026: 12 positions worth $2.8 bn. Largest: SPCX, AMD, AMZN, INIO. Filed with the SEC on Aug 14, 2026.
The 13F is filed by Dragoneer Investment Group, not by Marc Stad personally: these are the whole firm's positions. A “position” is a distinct security in the filing (by CUSIP); share classes of the same company are shown added together.
Buys in Q2 2026
- NewAdvanced Micro DevicesAMD+18.3 pp
- NewAmazon.comAMZN+10.1 pp
Sells in Q2 2026
- Sold outNVIDIANVDA−21.7 pp
- Sold outCoupangCPNG−17.5 pp
- Sold outMeta PlatformsMETA−13.6 pp
- Sold outCarvanaCVNA−13.1 pp
- ReducedGlobal-E OnlineGLBE−11.4 pp
- Sold outBlockXYZ−5.9 pp
- Sold outSailPointSAIL−3.5 pp
- Sold outDatadogDDOG−1.1 pp
- ReducedKlarna GroupKLAR−0.6 pp
11 companies with material moves, out of 14 positions with a change. Only moves of 0.5 points of the portfolio or more are listed, measured as “traded weight” (what was bought or sold, excluding price effects). Smaller changes exist and are not listed: a position may have gone up or down without appearing above.
The full 13F, line by line
Dragoneer Investment Group's Q2 2026 13F lists 12 lines of US-listed securities worth $2.8 bn; the largest is SPCX at 48.2% of the portfolio. It was accepted by the SEC on Aug 14, 2026 at 8:00 AM ET.
Against the previous quarter, it opened 5 positions (SPCX, AMD, AMZN and INIO and 1 more), closed 10 (NVDA, CPNG, META and CVNA and 6 more), added to none and trimmed 2 (GLBE and KLAR). 5 lines show the same number of shares.
| # | Company | Shares | Value | Weight | Change in shares |
|---|---|---|---|---|---|
| 1 | Space Exploration Technologies SPCX | 8.0 M | $1.4 bn | 48.2% | new |
| 2 | Advanced Micro Devices AMD | 943,987 | $548M | 19.3% | new |
| 3 | Amazon.com AMZN | 1.3 M | $303M | 10.7% | new |
| 4 | Innio INIO | 2.9 M | $113M | 3.98% | new |
| 5 | Klarna Group KLAR | 4.9 M | $98.3M | 3.47% | −16% |
| 6 | Cerebras Systems CBRS | 400,000 | $88.4M | 3.12% | new |
| 7 | Chime Financial CHYM | 4.3 M | $88.2M | 3.11% | no change |
| 8 | ServiceTitan TTAN | 1.0 M | $70.8M | 2.50% | no change |
| 9 | Nu Holdings NU | 5.0 M | $66.2M | 2.34% | no change |
| 10 | CCC Intelligent Solutions Holdings CCC | 9.2 M | $47.5M | 1.67% | no change |
| 11 | Global-E Online GLBE | 1.0 M | $35.4M | 1.25% | −91% |
| 12 | ROOT ROOT | 154,320 | $8.6M | 0.30% | no change |
Positions it closed (10)
- NVIDIA NVDAwas 21.7% · 3.7 M shares
- Coupang CPNGwas 17.5% · 27.9 M shares
- Meta Platforms METAwas 13.6% · 712,800 shares
- Carvana CVNAwas 13.1% · 6.3 M shares
- Block XYZwas 5.85% · 2.9 M shares
- SailPoint SAILwas 3.53% · 8.0 M shares
- Datadog DDOGwas 1.07% · 271,800 shares
- Wealthfront WLTHwas 0.20% · 654,338 shares
- Oscar Health OSCRwas 0.14% · 365,573 shares
- ZoomInfo Technologies GTMwas 0.13% · 670,000 shares
One row per line of the filing (by CUSIP): share classes of the same company are listed separately here. “Change in shares” compares the count with the previous quarter, split-adjusted; the value is the one reported in the 13F at quarter end, not today's price.
Original documents: Dragoneer Investment Group's 13F filings on EDGAR (SEC) ↗
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Source: 13F filings with the SEC. A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions. Not investment advice.