We are live on ! Find out more
TCMI

Technology Crossover Management IX Portfolio holdings

AUM $752M
1-Year Est. Return 25.7%
This Fund
S&P 500
This Quarter Est. Return
-10.89%
1 Year Est. Return
-25.7%
3 Year Est. Return
+40.99%
5 Year Est. Return
-25.26%
10 Year Est. Return
–
AUM
$1.13B
AUM Growth
-$141M
Cap. Flow
$0
Cap. Flow %
0%
Top 10 Hldgs %
100%
Holding
6
New
–
Increased
–
Reduced
–
Closed
–

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 61.56%
2 Communication Services 19.04%
3 Industrials 14.44%
4 Consumer Discretionary 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SRAD icon
1
Sportradar
SRAD
$4.23B
$694M 61.56%
29,203,147
– –
Z icon
2
Zillow
Z
$7.04B
$208M 18.44%
3,047,614
– –
LZ icon
3
LegalZoom.com
LZ
$1.23B
$163M 14.44%
16,396,313
– –
TRIP icon
4
TripAdvisor
TRIP
$1.59B
$33.2M 2.95%
2,281,000
– –
PTON icon
5
Peloton Interactive
PTON
$2.63B
$22.6M 2.01%
3,676,413
– –
ZG icon
6
Zillow
ZG
$7.02B
$6.82M 0.61%
100,000
– –

Similar funds

PWA
Peterson Wealth Advisors Orem, Utah $752M AUM 13.99% 1-Year Est. Return
TPW
Talon Private Wealth The Villages, Florida $753M AUM
GFM
GCQ Funds Management Sydney, Australia $753M AUM 2.76% 1-Year Est. Return
BEC
Blue Edge Capital Richmond, Virginia $753M AUM 18.89% 1-Year Est. Return
RMC
Resources Management Corp West Hartford, Connecticut $753M AUM 20.77% 1-Year Est. Return
FSCM
Front Street Capital Management Missoula, Montana $754M AUM 73.72% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return
JGUA
John G. Ullman & Associates Corning, New York $754M AUM 60.05% 1-Year Est. Return

Technology Crossover Management IX's Q4 2025 Portfolio in Review

As of Q4 2025, Technology Crossover Management IX held 6 positions worth $1.13B, down 11% from $1.27B the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Trading was light in Q4 2025: portfolio turnover was 0%. Technology Crossover Management IX opened no new positions and made no exits, leaving the 6-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 62% of assets, down from 62% a quarter earlier, followed by Communication Services and Industrials.

  • Technology Crossover Management IX's ten largest holdings make up 100% of its $1.13B portfolio in Q4 2025.
  • Technology Crossover Management IX opened 0 new positions and closed 0 in Q4 2025.
  • Technology Crossover Management IX's portfolio value fell 11% quarter-over-quarter to $1.13B.

Based on Technology Crossover Management IX's 13F filing for Q4 2025, filed 6 Feb 2026.