TC
Technology Crossover Management VIII, Ltd.
Concentrated strategySector-focusedQuality / disciplined sizing
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%.
Personality snowflake
- Concentration
- 100
- Portfolio Stability
- 31.66
- Momentum/Contrarian
- 50
- Sector conviction
- 100
- Diversification
- 10
- Sizing Uniformity
- 87.42
Recent moves
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
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | 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% | — |
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| 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 | — |
Holding changes this quarter
| # | 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 |
FAQ
What is Technology Crossover Management VIII, Ltd. and what type of investor is it?
Technology Crossover Management VIII, Ltd. is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $298.4M, spread across 5 disclosed positions.
What are Technology Crossover Management VIII, Ltd.'s largest equity positions?
Based on the latest 13F filing, Technology Crossover Management VIII, Ltd.'s top holdings by market value are:
1. Payoneer Global INC (PAYO) — $165.2M (55.4%)
2. Zillow Group INC - C (Z) — $113.2M (37.9%)
3. Zillow Group INC - A (ZG) — $15.9M (5.3%)
4. Nerdy INC (NRDY) — $3.2M (1.1%)
5. Rent THE Runway Inc-a (RENT) — $944.0K (0.3%)
What changes did Technology Crossover Management VIII, Ltd. make in its most recent portfolio filing?
No notable portfolio changes were recorded for Technology Crossover Management VIII, Ltd. in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does Technology Crossover Management VIII, Ltd. focus on?
Technology Crossover Management VIII, Ltd. is concentrated in the following sectors based on its current disclosed equity portfolio:
• Communication Services: 100.0%