Technology Crossover Management IX, Ltd.

CIK 1698264 · View on SEC EDGAR ↗

Portfolio value
$689.9M
#3,114 of 9,443 by 13F value · top 33.0%
Positions
6
As of
June 30, 2026

Portfolio value QoQ: -8.3% 13F does not disclose cash

Top 10 holdings weight
100.00%
Top 25 holdings weight
100.00%
Positions above 1%
5
Effective number of positions
2.2

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 0.0% Est. buys $0 · sells $0

Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 100.0% still held

New positions
0
Increased
0
Decreased
0
Closed
0
On this page

Performance vs S&P 500

Tracked Q4 2024–Q2 2026
-24.4%
S&P 500 total return (same window)
+28.1%
Excess return
-52.4%

Annualized: -17.0% · S&P 500: +18.0%

Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.

Priceable coverage: 100.0% · Options excluded: 0.0%

Sector breakdown

Consumer Discretionary
66.5%
Industrials
14.6%
Real Estate
14.4%
Communication Services
4.5%

Full portfolio 6 positions

Type Streak 8Q trend
SRAD Sportradar Group AG - Class A Ordinary Shares $437,171,111 63.37% 29,203,147 $-51,689,570
LZ LegalZoom.com, Inc. - Common Stock $100,509,399 14.57% 16,396,313 $7,542,304
Z Zillow Group, Inc. - Class C Capital Stock $96,060,793 13.92% 3,047,614 $-30,049,474
TRIP TripAdvisor, Inc. - Common Stock $31,272,510 4.53% 2,281,000 $6,957,050
PTON Peloton Interactive, Inc. - Common Stock $21,727,601 3.15% 3,676,413 $5,955,789
ZG Zillow Group, Inc. - Class A Common Stock $3,137,000 0.45% 100,000 $-1,002,000

Top movers (QoQ)

Security Action Shares Δ Value Δ
SRAD Price move only +0 -$51.7M
Z Price move only +0 -$30.0M
LZ Price move only +0 +$7.5M
TRIP Price move only +0 +$7.0M
PTON Price move only +0 +$6.0M
ZG Price move only +0 -$1.0M