{"url":"https://nivawealth.com/firms/dragoneer-investment-group-161443","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/161443","regulatoryAum":37035962249,"crd":"161443","secFileNumber":"801-74292","legalName":"Dragoneer Investment Group, LLC","displayName":"Dragoneer Investment Group","website":"https://dragoneer.com/","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"1 Letterman Drive, Building D, Suite M-500","city":"San Francisco","state":"CA","stateName":"California","country":"United States","postalCode":"94129"},"tradeNames":[],"registration":{"secApproved":"20 March 2012","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":79,"advisory":22,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":37035962249,"discretionaryAccounts":39,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":49,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":39,"regulatoryAum":37035962249}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Dragoneer Investment Group has custody of client assets.","otherCustodians":[],"leadership":[{"name":"Marc (NMN) Stad","title":"Chief Executive Officer","crd":"6029309"},{"name":"Pat Robertson","title":"President","crd":"4431713"},{"name":"Luke Dinday","title":"Chief Financial Officer","crd":"7086731"},{"name":"Michael Dimitruk","title":"General Counsel and Chief Operating Officer","crd":"5906646"},{"name":"Erin Schneider","title":"Chief Compliance Officer","crd":"7548890"}],"ownership":[{"label":"Dragoneer Interco Holdings, LP","detail":"Member in the 75% or more ownership band and a control person, since April 2018."},{"label":"Cardinal Dig CC, LLC","detail":"Indirect owner: general partner of Dragoneer Interco Holdings, LP and a control person, since April 2018. Also general partner of Dragoneer Group Holdings, LP and a control person, since April 2018.","parent":"Dragoneer Interco Holdings, LP"},{"label":"Dragoneer Group Holdings, LP","detail":"Indirect owner: a limited partner of Dragoneer Interco Holdings, LP in the 75% or more band and a control person, since April 2018.","parent":"Dragoneer Interco Holdings, LP"},{"label":"Marc (NMN) Stad","detail":"Indirect owner: a limited partner of Dragoneer Group Holdings, LP in the 50% to 75% band and a control person, since April 2018.","parent":"Dragoneer Group Holdings, LP"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":2,"privateResidences":0},"listedOfficeAddresses":3,"officesByState":[{"state":"California","offices":2,"addresses":[{"street":"1 Letterman Drive, Building D, Suite M-500","city":"San Francisco","headquarters":true},{"street":"525 San Ysidro Road, Suite F","city":"Montecito"}]},{"state":"New York","offices":1,"addresses":[{"street":"405 West 13th Street, 6th Floor","city":"New York"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"415-539-3105","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees","Other"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":39},"sources":{"adv1FilingDate":"4 May 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/161443/PDF/161443.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Dragoneer Investment Group have?","answer":"Dragoneer Investment Group has 39 clients and manages $37 billion for them, as of May 2026.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 4 May 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Dragoneer Investment Group offer?","answer":"Dragoneer Investment Group provides portfolio management for pooled vehicles.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Dragoneer Investment Group have?","answer":"Dragoneer Investment Group has 0 investment adviser representatives registered with state securities authorities, out of 79 employees, and 22 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Dragoneer Investment Group?","answer":"Dragoneer Investment Group is owned through a chain of holding companies by Marc (NMN) Stad. Its direct owner is Dragoneer Interco Holdings, LP (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 4 May 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Dragoneer Investment Group get paid?","answer":"Dragoneer Investment Group is paid through a percentage of assets under management, performance-based fees and other arrangements. Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":{"url":"https://nivawealth.com/firms/dragoneer-investment-group-161443/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-08-14","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1602189/000119312526350447/0001193125-26-350447-index.html","totalValue":2834424427,"positionCount":12,"top10Share":0.9844535936184268,"top10":[{"issuer":"SPACE EXPLORATION TECHN CORP","titleOfClass":"CLASS A COM STK","cusip":"84615Q103","value":1366880000,"shares":8000000,"shareType":"SH"},{"issuer":"ADVANCED MICRO DEVICES INC","titleOfClass":"COM","cusip":"007903107","value":548371488,"shares":943987,"shareType":"SH"},{"issuer":"AMAZON COM INC","titleOfClass":"COM","cusip":"023135106","value":303049310,"shares":1271500,"shareType":"SH"},{"issuer":"INNIO NV","titleOfClass":"ORDINARY SHARES","cusip":"N52A8C105","value":112717500,"shares":2850000,"shareType":"SH"},{"issuer":"KLARNA GROUP PLC","titleOfClass":"SHS","cusip":"G5279N105","value":98277789,"shares":4855622,"shareType":"SH","priorValue":75971268,"priorShares":5803764},{"issuer":"CEREBRAS SYSTEMS INC","titleOfClass":"COM CL A","cusip":"15675D103","value":88400000,"shares":400000,"shareType":"SH"},{"issuer":"CHIME FINL INC","titleOfClass":"COM SHS CL A","cusip":"16935C109","value":88248300,"shares":4308999,"shareType":"SH","priorValue":80707551,"priorShares":4308999},{"issuer":"SERVICETITAN INC","titleOfClass":"SHS CL A","cusip":"81764X103","value":70772578,"shares":1000885,"shareType":"SH","priorValue":63516162,"priorShares":1000885},{"issuer":"NU HLDGS LTD","titleOfClass":"ORD SHS CL A","cusip":"G6683N103","value":66189435,"shares":4954299,"shareType":"SH","priorValue":71193277,"priorShares":4954299},{"issuer":"CCC INTELLIGENT SOLUTIONS HL","titleOfClass":"COM","cusip":"12510Q100","value":47452913,"shares":9196301,"shareType":"SH","priorValue":55177806,"priorShares":9196301}],"positionsListed":12,"positions":[{"issuer":"SPACE EXPLORATION TECHN CORP","titleOfClass":"CLASS A COM STK","cusip":"84615Q103","value":1366880000,"shares":8000000,"shareType":"SH"},{"issuer":"ADVANCED MICRO DEVICES INC","titleOfClass":"COM","cusip":"007903107","value":548371488,"shares":943987,"shareType":"SH"},{"issuer":"AMAZON COM INC","titleOfClass":"COM","cusip":"023135106","value":303049310,"shares":1271500,"shareType":"SH"},{"issuer":"INNIO NV","titleOfClass":"ORDINARY SHARES","cusip":"N52A8C105","value":112717500,"shares":2850000,"shareType":"SH"},{"issuer":"KLARNA GROUP PLC","titleOfClass":"SHS","cusip":"G5279N105","value":98277789,"shares":4855622,"shareType":"SH","priorValue":75971268,"priorShares":5803764},{"issuer":"CEREBRAS SYSTEMS INC","titleOfClass":"COM CL A","cusip":"15675D103","value":88400000,"shares":400000,"shareType":"SH"},{"issuer":"CHIME FINL INC","titleOfClass":"COM SHS CL A","cusip":"16935C109","value":88248300,"shares":4308999,"shareType":"SH","priorValue":80707551,"priorShares":4308999},{"issuer":"SERVICETITAN INC","titleOfClass":"SHS CL A","cusip":"81764X103","value":70772578,"shares":1000885,"shareType":"SH","priorValue":63516162,"priorShares":1000885},{"issuer":"NU HLDGS LTD","titleOfClass":"ORD SHS CL A","cusip":"G6683N103","value":66189435,"shares":4954299,"shareType":"SH","priorValue":71193277,"priorShares":4954299},{"issuer":"CCC INTELLIGENT SOLUTIONS HL","titleOfClass":"COM","cusip":"12510Q100","value":47452913,"shares":9196301,"shareType":"SH","priorValue":55177806,"priorShares":9196301},{"issuer":"GLOBAL E ONLINE LTD","titleOfClass":"SHS","cusip":"M5216V106","value":35435540,"shares":1020315,"shareType":"SH","priorValue":342917155,"priorShares":11115629},{"issuer":"ROOT INC","titleOfClass":"CL A NEW","cusip":"77664L207","value":8629574,"shares":154320,"shareType":"SH","priorValue":6816314,"priorShares":154320}]},"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}