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Technology Crossover Management VIII 13F Portfolio

Portfolio Manager
Technology Crossover Management VIII, Ltd.
Performance
+15.94% (2026 Q2)
AUM (13F)
$345.99M
# of Holdings
5
Performance Rank
Allocation (Top 20)
100%
Latest filing
Q2 2026

Technology Crossover Management VIII, Ltd. Holdings Map

Top 5 Technology Crossover Management VIII, Ltd. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
PAYO
Payoneer Global, Inc.
70.37%34.20M$243.5M
+0.00%(+0)
2025-Q2: 34.20M shares2025-Q3: 34.20M shares2025-Q4: 34.20M shares2026-Q1: 34.20M shares2026-Q2: 34.20M shares
$10.38(-31.65%)
2026-06-30
Z
Zillow Group, Inc.
24.92%2.73M$86.2M
+0.00%(+0)
2025-Q2: 2.73M shares2025-Q3: 2.73M shares2025-Q4: 2.73M shares2026-Q1: 2.73M shares2026-Q2: 2.73M shares
$35.84(-5.71%)
2026-06-30
ZG
Zillow Group, Inc.
3.48%384.3K$12.1M
+0.00%(+0)
2025-Q2: 384.3K shares2025-Q3: 384.3K shares2025-Q4: 384.3K shares2026-Q1: 384.3K shares2026-Q2: 384.3K shares
$37.69(-9.52%)
2026-06-30
NRDY
Nerdy, Inc.
1.05%3.95M$3.6M
+0.00%(+0)
2025-Q2: 3.95M shares2025-Q3: 3.95M shares2025-Q4: 3.95M shares2026-Q1: 3.95M shares2026-Q2: 3.95M shares
$7.00(-89.64%)
2026-06-30
RENT
Rent the Runway Inc
0.18%197.5K$622K
+0.00%(+0)
2025-Q2: 197.5K shares2025-Q3: 197.5K shares2025-Q4: 197.5K shares2026-Q1: 197.5K shares2026-Q2: 197.5K shares
$163.00(-97.77%)
2026-06-30

About Technology Crossover Management VIII, Ltd.’s portfolio

Technology Crossover Management VIII, Ltd. reports $345.99M in US-listed equity holdings across 5 positions in its most recent 13F filing. Its largest disclosed positions are PAYO (70.4%), Z (24.9%) and ZG (3.5%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +38.19% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.

Portfolio concentration

Portfolio concentration
PAYO — 70.4% ($243.48M)Z — 24.9% ($86.21M)ZG — 3.5% ($12.06M)NRDY — 1.0% ($3.62M)RENT — 0.2% ($622.1K)
100%in top 5
  • PAYO70.4%
  • Z24.9%
  • ZG3.5%
  • NRDY1.0%
  • RENT0.2%

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Source filings

Holdings on this page are parsed from Technology Crossover Management VIII, Ltd.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1626282). View Technology Crossover Management VIII, Ltd.’s 13F filings on SEC

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