Technology Crossover Management X, Ltd.
Portfolio value QoQ: +1.8% 13F does not disclose cash
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 0.0% Est. buys $0 · sells $0
Median holding: 6.0 quarters Tracked Q1 2025–Q2 2026 · 85.7% still held
Performance vs S&P 500
Annualized: +16.6% · S&P 500: +28.7%
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.
Sector breakdown
Full portfolio 6 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| NU | $568,800,263 | 71.53% | 42,574,870 | $-43,000,619 | |||
| KLAR | $77,817,457 | 9.79% | 3,844,736 | $27,489,863 | |||
| RKT | $70,087,500 | 8.81% | 4,450,000 | $6,675,000 | |||
| GTLB | $58,682,140 | 7.38% | 1,922,114 | $17,087,593 | |||
| PTON | $15,021,010 | 1.89% | 2,541,626 | $4,117,434 | |||
| GDRX | $4,762,270 | 0.60% | 1,653,566 | $1,521,281 | |||
| 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 |
|---|---|---|---|---|
| TOST | Dec. 31, 2025 | 625,000 | $22,818,750 | -16.1% |