Dragoneer
Marc Stad
hedge fundgrowth
Portfolio Value
$3.0B
Positions
17
Quarter
2026-03-31
New Positions
0
Exits
0
Portfolio Value History — 8 Quarters
| Ticker | Value | Shares | % of Portfolio |
|---|---|---|---|
| $650.2M | 3.7M | 21.7% | |
| $525.9M | 27.9M | 17.5% | |
| $407.8M | 712.8K | 13.6% | |
| $393.9M | 1.3M | 13.1% | |
GLOBAL E O | $342.9M | 11.1M | 11.4% |
| $175.6M | 2.9M | 5.9% | |
SAILPOINT | $105.9M | 8.0M | 3.5% |
CHIME FINL | $80.7M | 4.3M | 2.7% |
KLARNA GRO | $76.0M | 5.8M | 2.5% |
NU HLDGS L | $71.2M | 5.0M | 2.4% |
SERVICETIT | $63.5M | 1.0M | 2.1% |
| $55.2M | 9.2M | 1.8% | |
| $32.1M | 271.8K | 1.1% | |
| $6.8M | 154.3K | 0.2% | |
WEALTHFRON | $6.1M | 654.3K | 0.2% |
| $4.2M | 365.6K | 0.1% | |
| $4.0M | 670.0K | 0.1% |
Filing History
| Quarter | Filed | Portfolio Value | Positions | SEC Filing |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-15 | $3.0B | 17 | View on EDGAR |
| 2025-12-31 | 2026-02-17 | $4.6B | 27 | View on EDGAR |
| 2025-09-30 | 2025-11-14 | $4.5B | 26 | View on EDGAR |
| 2025-06-30 | 2025-08-14 | $4.9B | 20 | View on EDGAR |
| 2025-03-31 | 2025-05-15 | $4.8B | 22 | View on EDGAR |
| 2024-12-31 | 2025-02-14 | $5.7B | 23 | View on EDGAR |
| 2024-09-30 | 2024-11-14 | $5.8B | 24 | View on EDGAR |
| 2024-06-30 | 2024-08-14 | $5.2B | 33 | View on EDGAR |