TCMV
Technology Crossover Management VIII Portfolio holdings
AUM
$460M
This Quarter Return
+17.88%
1 Year Return
+29.99%
3 Year Return
+304.54%
5 Year Return
+69.49%
10 Year Return
–
AUM
$870M
AUM Growth
+$870M
(+11%)
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 | 65.65% |
| 2 | Technology | 30.21% |
| 3 | Consumer Discretionary | 4.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Spotify
SPOT
$140B
| $312M | 35.9% | 3,618,272 | – | – |
|
2
Payoneer
PAYO
$2.5B
| $252M | 29% | 41,697,116 | – | – |
|
3
Netflix
NFLX
$513B
| $170M | 19.49% | 720,000 | – | – |
|
4
Zillow
Z
$20.4B
| $78.2M | 9% | 2,735,000 | – | – |
|
|
ROVR
5
DELISTED
Rover Group, Inc. Class A Common Stock
ROVR
| $27.4M | 3.15% | 8,194,447 | – | – |
|
6
Zillow
ZG
$19.7B
| $11M | 1.27% | 384,337 | – | – |
|
|
RENT
7
Rent the Runway
RENT
$22.5M
| $8.69M | 1% | 3,949,669 | – | – |
|
8
Nerdy
NRDY
$165M
| $8.11M | 0.93% | 3,843,155 | – | – |
|
9
8x8 Inc
EGHT
$270M
| $2.38M | 0.27% | 690,137 | – | – |
|