Marc Stad
Marc Stad's Dragoneer Investment Group holds 17 U.S.-equity positions worth $3.0B (SEC 13F, Q1 2026). Top positions: NVIDIA CORP 21.7%, Coupang, Inc. 17.5%, Meta Platforms, Inc. Class A Common Stock 13.6%. 13F-replication return is +47% over 3 years (-32 pts vs the S&P 500) — a replicated, non-audited figure.
Holdings
| Stock | % of portfolio | Shares | Value | Latest activity | Avg buy price | Current price | Date |
|---|---|---|---|---|---|---|---|
| NVDA NVIDIA CORP | 21.7% | 3.7M | $650M | ▲ 41% (+1.1M) | $167.10 | $230.82 (+38%) | 2026-03-31 |
| CPNG Coupang, Inc. | 17.5% | 27.9M | $526M | ▲ 29% (+6.3M) | $20.01 | $13.74 (−31%) | 2026-03-31 |
| META Meta Platforms, Inc. Class A Common Stock | 13.6% | 713K | $408M | NEW (+713K) | $572.13 | $732.25 (+28%) | 2026-03-31 |
| CVNA Carvana Co. | 13.1% | 1.3M | $394M | ▲ 28% (+274K) | $74.85 | $61.56 (−18%) | 2026-03-31 |
| GLBE Global-E Online Ltd. Ordinary Shares | 11.4% | 11.1M | $343M | ▼ 2.2% (−249K) | $33.96 | $39.94 (+18%) | 2026-03-31 |
| XYZ Block, Inc. | 5.8% | 2.9M | $176M | ▼ 41% (−2.1M) | $54.33 | $73.64 (+36%) | 2026-03-31 |
| SAIL SailPoint, Inc. Common Stock | 3.5% | 8.0M | $106M | — | $18.75 | $20.59 (+10%) | 2026-03-31 |
| CHYM Chime Financial, Inc. Class A Common Stock | 2.7% | 4.3M | $81M | ▼ 50% (−4.2M) | $34.51 | $26.72 (−23%) | 2026-03-31 |
| KLAR Klarna Group plc | 2.5% | 5.8M | $76M | ▼ 30% (−2.5M) | $36.65 | $12.51 (−66%) | 2026-03-31 |
| NU Nu Holdings Ltd. | 2.4% | 5.0M | $71M | — | $4.76 | $13.22 (+178%) | 2026-03-31 |
| TTAN ServiceTitan, Inc. Class A Common Stock | 2.1% | 1.0M | $64M | — | $102.87 | $67.00 (−35%) | 2026-03-31 |
| CCC CCC Intelligent Solutions Holdings Inc. Common Stock | 1.8% | 9.2M | $55M | — | $7.95 | $6.72 (−15%) | 2026-03-31 |
| DDOG Datadog, Inc. Class A Common Stock | 1.1% | 272K | $32M | — | $126.90 | $275.01 (+117%) | 2026-03-31 |
| ROOT Root, Inc. Class A Common Stock | 0.2% | 154K | $7M | — | $4.51 | $46.06 (+921%) | 2026-03-31 |
| WLTH Wealthfront Corporation Common Stock | 0.2% | 654K | $6M | — | $13.59 | $10.44 (−23%) | 2026-03-31 |
| OSCR Oscar Health, Inc. | 0.1% | 366K | $4M | ▼ 44% (−292K) | $7.52 | $30.79 (+309%) | 2026-03-31 |
| GTM ZoomInfo Technologies Inc Common Stock | 0.1% | 670K | $4M | — | $10.12 | $3.90 (−62%) | 2026-03-31 |
FAQ ▾
What are Marc Stad's largest holdings?
As of the latest 13F: NVIDIA CORP 21.7%, Coupang, Inc. 17.5%, Meta Platforms, Inc. Class A Common Stock 13.6%, Carvana Co. 13.1%, Global-E Online Ltd. Ordinary Shares 11.4%.
How big is Dragoneer Investment Group's 13F portfolio?
$3.0B across 17 disclosed U.S.-equity positions.
What is Marc Stad's 3-year performance?
+47% (13F-replication, price return), -32 pts vs the S&P 500. Not an audited fund return.
Where does this data come from?
U.S. SEC Form 13F-HR institutional holdings filings.
Sourced from SEC Form 13F-HR filings · Not investment advice ▾
Latest activity = change vs. the prior 13F. Avg buy price = est. entry over the trailing 3 years (gain = vs. latest price). Returns are 13F-replication, not audited fund returns. Sourced from SEC 13F filings.