CIK: 0001626282
Total reported value
$298.4M
Reporting period: 2026-03-31 · Number of holdings: 5
Technology Crossover Management VIII, Ltd. disclosed 5 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $298.4M and a quarterly turnover rate of 31.7%.
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Technology Crossover Management VIII, Ltd.'s disclosed holdings carry a Herfindahl concentration index of 0.453 — mathematically equivalent to about 2 equally-sized positions, well below its 5 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.26), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 43% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Add PAYO
0.0% -$27.0M
Trim Z
0.0% -$73.4M
Trim ZG
0.0% -$10.3M
Add NRDY
0.0% -$884.0K
Trim RENT
0.0% -$618.1K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PAYO | Payoneer Global INC | Stock-Other | 55.35% | +8.55% | — | |
| 2 | Z | Zillow Group INC - C | Stock-Comm Services | 37.92% | -7.51% | — | |
| 3 | ZG | Zillow Group INC - A | Stock-Comm Services | 5.33% | -1.06% | — | |
| 4 | NRDY | Nerdy INC | Stock-Other | 1.08% | +0.08% | — | |
| 5 | RENT | Rent THE Runway Inc-a | Stock-Other | 0.32% | -0.06% | — |
Performance for Q3 2026
+35.7%
Performance Last 4 Quarters
-0.3%
Based on 62% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 5 | $298.4M | 32 | |
| 2025-12-31 | 5 | $410.7M | 10 | |
| 2025-09-30 | 5 | $452.2M | 15 | |
| 2025-06-30 | 5 | $459.6M | 0 | |
| 2025-03-31 | 6 | $469.8M | 100 | |
| 2024-12-31 | 5 | $581.2M | 0 | |
| 2024-09-30 | 6 | $929.0M | 0 | |
| 2024-06-30 | 6 | $891.9M | 0 | |
| 2024-03-31 | 6 | $899.9M | 0 | |
| 2023-12-31 | 7 | $1.1B | 0 | |
| 2023-09-30 | 7 | $1.1B | 0 | |
| 2023-06-30 | 8 | $1.3B | 0 | |
| 2023-03-31 | 9 | $1.2B | 0 | |
| 2022-12-31 | 10 | $868.2M | 0 | |
| 2022-09-30 | 9 | $869.8M | 0 | |
| 2022-06-30 | 9 | $782.6M | 0 | |
| 2022-03-31 | 9 | $1.3B | 0 | |
| 2021-12-31 | 9 | $2.3B | 0 | |
| 2021-09-30 | 8 | $2.8B | 0 | |
| 2021-06-30 | 6 | $2.6B | 21 | |
| 2021-03-31 | 5 | $2.2B | 100 | |
| 2020-12-31 | 5 | $2.5B | 30 | |
| 2020-09-30 | 4 | $1.9B | 14 | |
| 2020-06-30 | 4 | $1.8B | 55 | |
| 2020-03-31 | 4 | $998.8M | 19 | |
| 2019-12-31 | 4 | $1.1B | 27 | |
| 2019-09-30 | 4 | $849.4M | 29 | |
| 2019-06-30 | 4 | $1.1B | 7 | |
| 2019-03-31 | 4 | $1.1B | 29 | |
| 2018-12-31 | 5 | $934.7M | 37 | |
| 2018-09-30 | 5 | $1.3B | 100 | |
| 2018-06-30 | 5 | $1.4B | 100 | |
| 2018-03-31 | 3 | $388.0M | 37 | |
| 2017-12-31 | 3 | $265.6M | 38 | |
| 2017-09-30 | 3 | $181.0M | 30 | |
| 2017-06-30 | 3 | $245.6M | 16 | |
| 2017-03-31 | 3 | $209.5M | 14 | |
| 2016-12-31 | 3 | $194.2M | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PAYO | Payoneer Global INC | +8.6% | — | Unchanged |
| 2 | NRDY | Nerdy INC | +0.1% | — | Unchanged |
| 3 | RENT | Rent THE Runway Inc-a | -0.1% | — | Unchanged |
| 4 | ZG | Zillow Group INC - A | -1.1% | — | Unchanged |
| 5 | Z | Zillow Group INC - C | -7.5% | — | Unchanged |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-08 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-06 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-12 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-13 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-09 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-11 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-13 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-12 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-13 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-09 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-11-13 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-11 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-12 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-14 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-10 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-08-15 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-16 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-14 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-11-15 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-08-16 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-05-17 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-02-16 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-11-16 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-08-14 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-05-15 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-02-14 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-11-14 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-08-14 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-05-14 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-02-14 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-11-14 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-08-14 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-05-14 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-02-14 | 13F-HR | View on EDGAR |
| 2017-09-30 | 2017-11-13 | 13F-HR | View on EDGAR |
| 2017-06-30 | 2017-08-14 | 13F-HR | View on EDGAR |
| 2017-03-31 | 2017-05-15 | 13F-HR | View on EDGAR |
| 2016-12-31 | 2017-02-14 | 13F-HR | View on EDGAR |
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