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TCMV

Technology Crossover Management VIII Portfolio holdings

AUM $346M Turnover 0%
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
–
Avg Time Held
6.3 years
Top 10 Avg Time Held
6.3 years
Top 20 Avg Time Held
6.3 years

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 Held Since
PAYO icon
1
Payoneer
PAYO
$2.41B
$243M 70.37%
34,197,116
– –
2021 Q2
20 quarters
Z icon
2
Zillow
Z
$6.92B
$86.2M 24.92%
2,735,000
– –
2018 Q3
31 quarters
ZG icon
3
Zillow
ZG
$7.16B
$12.1M 3.48%
384,337
– –
2016 Q4
38 quarters
NRDY icon
4
Nerdy
NRDY
$51.4M
$3.62M 1.05%
263,319
– –
2021 Q3
19 quarters
RENT icon
5
Rent the Runway
RENT
$63.1M
$622K 0.18%
197,481
– –
2021 Q4
18 quarters

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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.