DI
Dragoneer Investment Group
Marc Stad (founder, managing partner)
Tech-focused crossover fund with a small, highly concentrated public book and a large private franchise — a major direct backer of OpenAI and Anthropic.
Size$22.7B
TypeHedge fund
Top holdingNVDA · 21.7%
Positions
Top holdings
22%
18%
14%
47%
NVDA22%CPNG18%META14%Other47%
NVDANvidia
21.7%Dominant top position; core AI compute
CPNGCoupang
17.5%Korea e-commerce
METAMeta Platforms
13.6%AI capex
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