TCMV
Technology Crossover Management VIII Portfolio holdings
AUM
$460M
This Quarter Return
+6.22%
1 Year Return
+29.99%
3 Year Return
+304.54%
5 Year Return
+69.49%
10 Year Return
–
AUM
$2.53B
AUM Growth
+$2.53B
(+36%)
Cap. Flow
+$209M
Cap. Flow
% of AUM
8.29%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
5
New
1
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Airbnb
ABNB
|
$209M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Communication Services | 35.38% |
| 2 | Consumer Discretionary | 8.29% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Netflix
NFLX
$513B
| $487M | 19.26% | 900,000 | – | – |
|
2
Zillow
Z
$20.4B
| $355M | 14.05% | 2,735,000 | – | – |
|
|
3
Airbnb
ABNB
$79.9B
| $209M | 8.29% | +1,426,906 | New | +$209M |
|
4
Zillow
ZG
$19.7B
| $52.2M | 2.07% | 384,337 | – | – |
|