TCMV
Technology Crossover Management VIII Portfolio holdings
AUM
$460M
This Quarter Return
-35.12%
1 Year Return
+29.99%
3 Year Return
+304.54%
5 Year Return
+69.49%
10 Year Return
–
AUM
$783M
AUM Growth
+$783M
(-38%)
Cap. Flow
+$0
Cap. Flow
% of AUM
0%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
9
New
–
Increased
–
Reduced
–
Closed
–
Top Buys
No buys this quarter
Top Sells
No sells this quarter
Sector Composition
| 1 | Communication Services | 72.13% |
| 2 | Technology | 22.39% |
| 3 | Consumer Discretionary | 5.49% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Spotify
SPOT
$140B
| $340M | 43.38% | 3,618,272 | – | – |
|
2
Payoneer
PAYO
$2.5B
| $163M | 20.89% | 41,697,116 | – | – |
|
3
Netflix
NFLX
$513B
| $126M | 16.09% | 720,000 | – | – |
|
4
Zillow
Z
$20.4B
| $86.8M | 11.1% | 2,735,000 | – | – |
|
|
ROVR
5
DELISTED
Rover Group, Inc. Class A Common Stock
ROVR
| $30.8M | 3.94% | 8,194,447 | – | – |
|
6
Zillow
ZG
$19.7B
| $12.2M | 1.56% | 384,337 | – | – |
|
|
RENT
7
Rent the Runway
RENT
$22.5M
| $12.1M | 1.55% | 3,949,669 | – | – |
|
8
Nerdy
NRDY
$165M
| $8.19M | 1.05% | 3,843,155 | – | – |
|
9
8x8 Inc
EGHT
$270M
| $3.55M | 0.45% | 690,137 | – | – |
|