Dragoneer Investment Group: Platform Profile

Overview

Dragoneer Investment Group is a San Francisco growth-oriented investment firm founded in 2012 by Marc Stad. It invests across public and private markets, with a strong technology and internet-enabled business orientation and a long-duration approach to backing category-defining companies.

Its private-equity platform is much larger than the reportable public-equity book, so Form 13F is an especially incomplete measure of firm scale.

May fit better for

• investors seeking public/private growth-company exposure;
• allocators interested in technology and internet-enabled businesses;
• qualified investors comfortable with private-equity liquidity and valuation risk;
• investors seeking a crossover manager with long-duration capital.

May fit less well for

• retail users seeking direct public fund access;
• investors wanting a purely liquid public-equity portfolio;
• users who interpret a small 13F as a small firm;
• investors expecting one universal minimum across hedge and private-equity vehicles.

Dragoneer is SEC registered

• Legal adviser: Dragoneer Investment Group, LLC
• CRD: 161443
• SEC number: 801-74292
• SEC registration effective: 2012-03-20
• SEC registered investment adviser: Yes

Current regulatory AUM is $37.036B

Current May 4, 2026 Form ADV-derived data:

• Regulatory AUM: $37.036B
• Regulatory AUM exact: $37,035,962,249
• Regulatory AUM as of: 2026-05-04
• Discretionary AUM: $37.036B
• Account count: 39
• Employees: 79

A current company profile separately describes Dragoneer as having more than $35B of AUM. Keep that rounded public figure source-dated if used later.

Private-fund GAV exceeds RAUM

Current Form-ADV-derived data report:

• Private fund gross assets: $38.805B
• Private fund gross assets as of: 2026-05-04
• Private fund count: 78+ depending on database grouping

FilingExplorer groups the platform as roughly $40.4B of gross private-fund assets across a wider fund grouping.

Q2 2026 13F value is $2.834B

• Q2 2026 13F value: $2.834B
• Q2 2026 13F exact value: $2,834,424,427
• Q2 2026 13F as of: 2026-06-30
• Q2 2026 13F holding count: 12

Parser-scaling

Some automated pages mis-scale Dragoneer's Q2 filing by a factor of 1,000.

Use:

• Correct q2 2026 13F value: $2.834B
• Incorrect q2 2026 trillion scale: No

Strategy is growth-oriented public/private investing

Current and first-party-linked descriptions support:

• Growth oriented: Yes
• Technology focus: Yes
• Public market investing: Yes
• Private market investing: Yes
• Long duration orientation: Yes
• Founder and management partnership: Yes

Founder:

• Founder managing partner: Marc Stad
• Founded: 2012

Private-fund categories are not additive firm AUM

Current fund data include both hedge-fund and private-equity vehicles, including a large Dragoneer Global Fund II and multiple Opportunities funds.

Website is not a public solicitation channel

Dragoneer's public website states that it does not solicit, offer or sell securities through the Internet.

• Public self service retail signup: No
• Internet solicitation disclaimed: Yes

Assessment

Dragoneer's $2.834B Q2 13F represents less than one-tenth of $37.036B RAUM. That is consistent with a platform whose private-company and private-equity exposure is a major part of the business.