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TCMV

Technology Crossover Management VIII Portfolio holdings

AUM $346M
1-Year Est. Return 14.09%
This Fund
S&P 500
This Quarter Est. Return
+26.65%
1 Year Est. Return
-14.09%
3 Year Est. Return
+77.93%
5 Year Est. Return
+29.91%
10 Year Est. Return
–
AUM
$346M
AUM Growth
+$47.6M
Cap. Flow
$0
Cap. Flow %
0%
Top 10 Hldgs %
100%
Holding
5
New
–
Increased
–
Reduced
–
Closed
–

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 71.42%
2 Communication Services 28.4%
3 Consumer Discretionary 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PAYO icon
1
Payoneer
PAYO
$2.43B
$243M 70.37%
34,197,116
– –
Z icon
2
Zillow
Z
$7.78B
$86.2M 24.92%
2,735,000
– –
ZG icon
3
Zillow
ZG
$7.94B
$12.1M 3.48%
384,337
– –
NRDY icon
4
Nerdy
NRDY
$79.5M
$3.62M 1.05%
263,319
– –
RENT
5
Rent the Runway
RENT
$128M
$622K 0.18%
197,481
– –

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M2MC
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Technology Crossover Management VIII's Q2 2026 Portfolio in Review

As of Q2 2026, Technology Crossover Management VIII held 5 positions worth $346M, up 16% from $298M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Trading was light in Q2 2026: portfolio turnover was 0%. Technology Crossover Management VIII opened no new positions and made no exits, leaving the 5-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 71% of assets, up from 56% a quarter earlier, followed by Communication Services and Consumer Discretionary.

  • Technology Crossover Management VIII's ten largest holdings make up 100% of its $346M portfolio in Q2 2026.
  • Technology Crossover Management VIII opened 0 new positions and closed 0 in Q2 2026.
  • Technology Crossover Management VIII's portfolio value rose 16% quarter-over-quarter to $346M.

Based on Technology Crossover Management VIII's 13F filing for Q2 2026, filed 7 Aug 2026.