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TCMV

Technology Crossover Management VIII Portfolio holdings

AUM $298M
1-Year Est. Return 33.47%
This Fund
S&P 500
This Quarter Est. Return
-25.16%
1 Year Est. Return
-33.47%
3 Year Est. Return
+59.72%
5 Year Est. Return
+2.15%
10 Year Est. Return
–
AUM
$298M
AUM Growth
-$112M
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 56.43%
2 Communication Services 43.25%
3 Consumer Discretionary 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PAYO icon
1
Payoneer
PAYO
$2.41B
$165M 55.35%
34,197,116
– –
Z icon
2
Zillow
Z
$7.76B
$113M 37.92%
2,735,000
– –
ZG icon
3
Zillow
ZG
$7.71B
$15.9M 5.33%
384,337
– –
NRDY icon
4
Nerdy
NRDY
$106M
$3.22M 1.08%
3,949,791
– –
RENT
5
Rent the Runway
RENT
$106M
$944K 0.32%
197,481
– –

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Technology Crossover Management VIII's Q1 2026 Portfolio in Review

As of Q1 2026, Technology Crossover Management VIII held 5 positions worth $298M, down 27% from $411M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Trading was light in Q1 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 56% of assets, up from 48% a quarter earlier, followed by Communication Services and Consumer Discretionary.

  • Technology Crossover Management VIII's ten largest holdings make up 100% of its $298M portfolio in Q1 2026.
  • Technology Crossover Management VIII opened 0 new positions and closed 0 in Q1 2026.
  • Technology Crossover Management VIII's portfolio value fell 27% quarter-over-quarter to $298M.

Based on Technology Crossover Management VIII's 13F filing for Q1 2026, filed 8 May 2026.