Technology Crossover Management VIII, Ltd.
CIK 1626282 · View on SEC EDGAR ↗
- Portfolio value
- $346.0M
- Positions
- 5
- As of
- June 30, 2026
Portfolio value QoQ: +15.9% 13F does not disclose cash
- Top 10 holdings weight
- 100.00%
- Top 25 holdings weight
- 100.00%
- Positions above 1%
- 4
- Effective number of positions
- 1.8
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 · 83.3% still held
- New positions
- 0
- Increased
- 0
- Decreased
- 0
- Closed
- 1
On this page
- Performance vs S&P How this manager's 13F portfolio performed against the S&P 500.
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
- Related The person behind this filer, where we can match one.
Performance vs S&P 500
Annualized: -29.3% · 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
Full portfolio 5 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| PAYO Payoneer Global Inc. - Common Stock | $243,483,466 | 70.37% | 34,197,116 | $78,311,396 | |||
| Z Zillow Group, Inc. - Class C Capital Stock | $86,207,200 | 24.92% | 2,735,000 | $-26,967,100 | |||
| ZG Zillow Group, Inc. - Class A Common Stock | $12,056,652 | 3.48% | 384,337 | $-3,851,056 | |||
| NRDY Nerdy Inc. Class A Common Stock | $3,618,404 | 1.05% | 3,949,791 | $394,585 | |||
| RENT Rent the Runway, Inc. - Class A Common Stock | $622,065 | 0.18% | 197,481 | $-321,894 | |||
| No matches | |||||||
Top movers (QoQ)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| EGHT | June 30, 2025 | 50,958 | $101,916 | 5.6% |