Dragoneer Investment Group - Dragoneer Investment Group

Portfolio

$2.83 B

Positionen

Stichtag

2026-06-30

Quartal

Q2 2026


SPCX	SPCXSPACE EXPLORATION TECHN CORP	48.22%	Buy	8,000,000	$170.86	$1.37 B	$147.55	-13.64%
AMD	AMDADVANCED MICRO DEVICES INC	19.35%	Buy	943,987	$580.91	$548.37 M	$508.11	-12.53%
AMZN	AMZNAMAZON COM INC	10.69%	Buy	1,271,500	$238.34	$303.05 M	$252.55	+5.96%
—	INNIO NV	3.98%	Buy	2,850,000	$39.55	$112.72 M	—	—
—	KLARNA GROUP PLC	3.47%	Reduce 16.34%	4,855,622	$20.24	$98.28 M	—	—
CBRS	CBRSCEREBRAS SYSTEMS INC	3.12%	Buy	400,000	$221.00	$88.40 M	$196.20	-11.22%
CHYM	CHYMCHIME FINL INC	3.11%		4,308,999	$20.48	$88.25 M	$33.08	+61.52%
TTAN	TTANSERVICETITAN INC	2.50%		1,000,885	$70.71	$70.77 M	$57.12	-19.22%
NU	NUNU HLDGS LTD	2.34%		4,954,299	$13.36	$66.19 M	$15.41	+15.34%
—	CCC INTELLIGENT SOLUTIONS HL	1.67%		9,196,301	$5.16	$47.45 M	—	—
—	GLOBAL E ONLINE LTD	1.25%	Reduce 90.82%	1,020,315	$34.73	$35.44 M	—	—
—	ROOT INC	0.30%		154,320	$55.92	$8.63 M	—	—

12 Einträge