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Dragoneer Investment Group, LLC
kapitalforvalter · portefølje $2.83 mia. · 12 positioner · rapport pr. 30.06.2026
Aktiepositioner rapport for 30.06.2026, indsendt 14.08.2026; ændring — mod 31.03.2026 · 22
| Selskab | Aktier | Værdi | % af porteføljen | Ændring i Kvartalet |
|---|---|---|---|---|
| SPACE EXPLORATION TECHNOLOGI… US:SPCX | 8 000 000 | $1.37 mia. | 48.22% | ny |
| Advanced Micro Devices Inc US:AMD | 943 987 | $548 mio. | 19.35% | ny |
| Amazon.com, Inc. US:AMZN | 1 271 500 | $303 mio. | 10.69% | ny |
| INNIO NV CUSIP N52A8C105 | 2 850 000 | $113 mio. | 3.98% | ny |
| KLARNA GROUP PLC CUSIP G5279N105 | 4 855 622 | $98.3 mio. | 3.47% | −948 142 |
| Cerebras Systems Inc. US:CBRS | 400 000 | $88.4 mio. | 3.12% | ny |
| Chime Financial, Inc. Class… US:CHYM | 4 308 999 | $88.2 mio. | 3.11% | — |
| ServiceTitan, Inc. Class A US:TTAN | 1 000 885 | $70.8 mio. | 2.50% | — |
| NU HLDGS LTD CUSIP G6683N103 | 4 954 299 | $66.2 mio. | 2.34% | — |
| CCC Intelligent Solutions Ho… US:CCC | 9 196 301 | $47.5 mio. | 1.67% | — |
| GLOBAL E ONLINE LTD CUSIP M5216V106 | 1 020 315 | $35.4 mio. | 1.25% | −10 095 314 |
| Root Inc US:ROOT | 154 320 | $8.63 mio. | 0.30% | — |
| Block Inc US:XYZ | 0 (var 2 918 392) | — | — | solgt |
| Wealthfront Corporation US:WLTH | 0 (var 654 338) | — | — | solgt |
| ZoomInfo Technologies Inc. US:GTM | 0 (var 670 000) | — | — | solgt |
| Carvana Co US:CVNA | 0 (var 1 252 960) | — | — | solgt |
| Coupang LLC US:CPNG | 0 (var 27 852 856) | — | — | solgt |
| Datadog, Inc. US:DDOG | 0 (var 271 800) | — | — | solgt |
| Meta Platforms, Inc. US:META | 0 (var 712 800) | — | — | solgt |
| NVIDIA Corporation US:NVDA | 0 (var 3 728 387) | — | — | solgt |
| Oscar Health Inc US:OSCR | 0 (var 365 573) | — | — | solgt |
| SailPoint, Inc. US:SAIL | 0 (var 8 000 000) | — | — | solgt |
I virksomheder i vores database 1
| Selskab | Andel | Aktier | Rapportdato |
|---|---|---|---|
| Klarna Group plc | 1.29% | 4 855 622 | 2026-06-30 |
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