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Dragoneer Investment Group

Tech Focused

Managed by Marc Stad

AUM Tracked

$12.8B

AI Exposure

56.8%

AI vs Non-AI Sector Exposure

AI & Semiconductors38.8%
Other Tech0.0%
$NVDA

21.6%

$ARM

7.8%

$AVGO

9.4%

Portfolio Holdings

AI & Tech holdings for Dragoneer Investment Group

TickerCompanySharesValue% of PortfolioAction Last Quarter
$NVDAAINVIDIA Corporation540,000$673.5M
21.6%
Increased by 42%
$ARMAIARM Holdings480,000$67.2M
7.8%
New Position
$AVGOAIBroadcom Inc.180,000$304.1M
9.4%
Increased by 28%