Marc Stad's portfolio
In the Q2 2026 13F, filed August 14, 2026, Dragoneer Investment Group reported 12 US stock positions worth $2.8B. The largest was SPACE EXPLORATION TECHNOLOGIES CORP (SPCX) at 48.2% of the portfolio. New positions: SPACE EXPLORATION TECHNOLOGIES CORP (SPCX), Advanced Micro Devices (AMD) and Amazon.com (AMZN). The Q3 2026 13F is due by November 14, 2026.
What changed in Q2 2026
Compared with the previous 13F. Values are as reported at quarter end. How to read a 13F.
New positions
- SPACE EXPLORATION TECHNOLOGIES CORPSPCX$1.4B
- Advanced Micro DevicesAMD$548M
- Amazon.comAMZN$303M
- Cerebras SystemsCBRS$88M
Added to
None this quarter.
Trimmed
- Klarna GroupKLAR$98M
- Global-E OnlineGLBE$35M
Sold out
None this quarter.
Holdings
12 US-listed positions in the Q2 2026 13F, largest first.
| Stock | % of portfolio | Value | Shares | Last quarter |
|---|---|---|---|---|
| SPACE EXPLORATION TECHNOLOGIES CORPSPCX | 48.22% | $1.4B | 8,000,000 | New |
| Advanced Micro DevicesAMD | 19.35% | $548M | 943,987 | New |
| Amazon.comAMZN | 10.69% | $303M | 1,271,500 | New |
| Innio Nv | 3.98% | $113M | 2,850,000 | Held |
| Klarna GroupKLAR | 3.47% | $98M | 4,855,622 | Trimmed |
| Cerebras SystemsCBRS | 3.12% | $88M | 400,000 | New |
| Chime FinancialCHYM | 3.11% | $88M | 4,308,999 | Held |
| ServiceTitanTTAN | 2.50% | $71M | 1,000,885 | Held |
| Nu Hldgs | 2.33% | $66M | 4,954,299 | Held |
| CCC Intelligent SolutionsCCC | 1.67% | $47M | 9,196,301 | Held |
| Global-E OnlineGLBE | 1.25% | $35M | 1,020,315 | Trimmed |
| RootROOT | 0.30% | $9M | 154,320 | Held |
By sector
Share of the reported value.
Reported value over time
Total 13F value at each quarter end.
Questions
What stocks does Marc Stad own?
In the Q2 2026 13F, Dragoneer Investment Group reported 12 US stock positions worth $2.8B. The largest: SPACE EXPLORATION TECHNOLOGIES CORP (SPCX) 48.2%, Advanced Micro Devices (AMD) 19.3%, Amazon.com (AMZN) 10.7%, Innio Nv 4.0%, Klarna Group (KLAR) 3.5%.
What did Marc Stad buy last quarter?
In Q2 2026: new position in SPACE EXPLORATION TECHNOLOGIES CORP (SPCX); new position in Advanced Micro Devices (AMD); new position in Amazon.com (AMZN).
What did Marc Stad sell last quarter?
In Q2 2026: cut Klarna Group (KLAR); cut Global-E Online (GLBE).
When is Marc Stad's next 13F?
13F filings are due 45 days after each quarter ends. The Q3 2026 filing is due by November 14, 2026.
More investors
13F filings list US-listed long positions (and some options) held at quarter end. They leave out short positions, cash, bonds and non-US holdings, and arrive up to 45 days after the quarter ends, so the investor may have traded since. Information only, not investment advice.