TCMV
Technology Crossover Management VIII Portfolio holdings
AUM
$460M
This Quarter Return
-11.3%
1 Year Return
+29.99%
3 Year Return
+304.54%
5 Year Return
+69.49%
10 Year Return
–
AUM
$935M
AUM Growth
+$935M
(-31%)
Cap. Flow
+$26.8M
Cap. Flow
% of AUM
2.87%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
5
New
–
Increased
1
Reduced
–
Closed
–
Top Buys
| 1 |
Zillow
Z
|
$26.8M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Communication Services | 36.3% |
| 2 | Technology | 8.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Netflix
NFLX
$513B
| $241M | 25.77% | 900,000 | – | – |
|
|
2
Zillow
Z
$20.4B
| $86.4M | 9.24% | 2,735,000 +850,000 | +45% | +$26.8M |
|
|
AVLR
3
DELISTED
Avalara, Inc.
AVLR
| $82M | 8.77% | 2,633,024 | – | – |
|
4
Zillow
ZG
$19.7B
| $12.1M | 1.29% | 384,337 | – | – |
|