Marc Stad
Dragoneer Investment Group · Technology growth (public + private) Focuses on technology companies across public and private markets globally from the San Francisco-based firm Stad founded in 2012.
The Dragoneer Investment Group is a San Francisco-based investment firm, founded by Marc Stad, that focuses on technology investments across public and private markets globally.
Showing all 12 reported 13(f) positions; TradingPilot links only the 2 matching its curated universe — a licensed CUSIP↔ticker database was not used. Unmapped positions render as plain text, exactly as filed.
Portfolio allocation (reported 13F equity)
Long US-listed equity positions only; options excluded.
- SPACE EXPLORATION TECHN CORP48.2%
- AMD19.3%
- AMZN10.7%
- INNIO NV4.0%
- KLARNA GROUP PLC3.5%
- CEREBRAS SYSTEMS INC3.1%
- CHIME FINL INC3.1%
- SERVICETITAN INC2.5%
- NU HLDGS LTD2.3%
- CCC INTELLIGENT SOLUTIONS HL1.7%
- Others1.6%
Reported 13F equity value — not a return, not AUM
Long US-listed equity positions only; filed with a ~45-day lag.
| # | Ticker | Security (as filed) | % of 13F | Shares | Reported price | Current | Value | Activity |
|---|---|---|---|---|---|---|---|---|
| 1 | — | SPACE EXPLORATION TECHN CORP | 48.2% | 8,000,000 | $170.86 | — | $1.4B | New |
| 2 | AMD | ADVANCED MICRO DEVICES INC | 19.3% | 943,987 | $580.91 | $566.42 -2.5% | $548.4M | New |
| 3 | AMZN | AMAZON COM INC | 10.7% | 1,271,500 | $238.34 | $243.79 +2.3% | $303.0M | New |
| 4 | — | INNIO NV | 4.0% | 2,850,000 | $39.55 | — | $112.7M | New |
| 5 | — | KLARNA GROUP PLC | 3.5% | 4,855,622 | $20.24 | — | $98.3M | Trimmed −16% |
| 6 | — | CEREBRAS SYSTEMS INC | 3.1% | 400,000 | $221.00 | — | $88.4M | New |
| 7 | — | CHIME FINL INC | 3.1% | 4,308,999 | $20.48 | — | $88.2M | Held +0% |
| 8 | — | SERVICETITAN INC | 2.5% | 1,000,885 | $70.71 | — | $70.8M | Held +0% |
| 9 | — | NU HLDGS LTD | 2.3% | 4,954,299 | $13.36 | — | $66.2M | Held +0% |
| 10 | — | CCC INTELLIGENT SOLUTIONS HL | 1.7% | 9,196,301 | $5.16 | — | $47.5M | Held +0% |
| 11 | — | GLOBAL E ONLINE LTD | 1.3% | 1,020,315 | $34.73 | — | $35.4M | Trimmed −91% |
| 12 | — | ROOT INC | 0.3% | 154,320 | $55.92 | — | $8.6M | Held +0% |
| — | — | BLOCK INC | — | 0 | — | — | $0 | Sold-Out −100% |
| — | — | CARVANA CO | — | 0 | — | — | $0 | Sold-Out −100% |
| — | — | COUPANG INC | — | 0 | — | — | $0 | Sold-Out −100% |
| — | DDOG | DATADOG INC | — | 0 | — | — | $0 | Sold-Out −100% |
| — | META | META PLATFORMS INC | — | 0 | — | — | $0 | Sold-Out −100% |
| — | NVDA | NVIDIA CORPORATION | — | 0 | — | — | $0 | Sold-Out −100% |
| — | — | SAILPOINT INC | — | 0 | — | — | $0 | Sold-Out −100% |
| — | — | WEALTHFRONT CORP | — | 0 | — | — | $0 | Sold-Out −100% |
| — | — | ZOOMINFO TECHNOLOGIES INC | — | 0 | — | — | $0 | Sold-Out −100% |
Reported price = value ÷ shares at the quarter-end — an average, NOT the manager's buy/sell price.
Current shows the stock's price change since the filing quarter-end (mapped names only) — it is the STOCK's move, not the manager's realized return (we don't know their cost basis or whether they still hold).
TradingPilot analysis of the reported 13F equity book
As of 2026Q2, Marc Stad's reported 13F book holds 12 equity positions; the top 5 are 86% of it.
- SPACE EXPLORATION TECHN CORP — 48.2% of 13F
- ADVANCED MICRO DEVICES INC (AMD) — 19.3% of 13F
- AMAZON COM INC (AMZN) — 10.7% of 13F
- INNIO NV — 4.0% of 13F
- KLARNA GROUP PLC — 3.5% of 13F
This quarter: 5 new, 0 added, 2 trimmed, 9 sold out.
- COUPANG INC — Sold-Out (−27,852,856 sh)
- GLOBAL E ONLINE LTD — Trimmed (−10,095,314 sh)
- SAILPOINT INC — Sold-Out (−8,000,000 sh)
- NVIDIA CORPORATION (NVDA) — Sold-Out (−3,728,387 sh)
- BLOCK INC — Sold-Out (−2,918,392 sh)