Institutional Manager · CIK 0001626282
Technology Crossover Management VIII, Ltd.
Menlo Park, CA · File #028-17830
Latest AUM
$410.7M
Positions
5
Top-10 Concentration
100.0%
Filings
9
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| REDUCE | Nerdy, Inc. | NRDY | 0 | $0 | -$868,954 |
| REDUCE | Payoneer Global, Inc. | PAYO | 0 | $0 | -$14.7M |
| REDUCE | Rent the Runway Inc | RENT | 0 | $0 | +$588,494 |
| REDUCE | Zillow Group, Inc. | Z | 0 | $0 | -$24.2M |
| REDUCE | Zillow Group, Inc. | Z | 0 | $0 | -$2.4M |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 20255 pos · $410.7M
- 13F HOLDINGS REPORTQ/E Sep 20255 pos · $452.2M
- 13F HOLDINGS REPORTQ/E Jun 20255 pos · $459.6M
- 13F HOLDINGS REPORTQ/E Mar 20256 pos · $469.8M
- 13F HOLDINGS REPORTQ/E Dec 20245 pos · $581.2M
- 13F HOLDINGS REPORTQ/E Sep 20246 pos · $929.0M
- 13F HOLDINGS REPORTQ/E Jun 20246 pos · $891.9M
- 13F HOLDINGS REPORTQ/E Mar 20246 pos · $899.9M
- 13F HOLDINGS REPORTQ/E Dec 20237 pos · $1.14B
Top 5 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | Payoneer Global, Inc. | PAYO | 34,197,116 | $192.2M | 46.80% |
| 2 | Zillow Group, Inc. | Z | 2,735,000 | $186.6M | 45.43% |
| 3 | Zillow Group, Inc. | Z | 384,337 | $26.2M | 6.39% |
| 4 | Nerdy, Inc. | NRDY | 3,949,791 | $4.1M | 1.00% |
| 5 | Rent the Runway Inc | RENT | 197,481 | $1.6M | 0.38% |