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TCMV

Technology Crossover Management VIII Portfolio holdings

AUM $298M
1-Year Est. Return 33.47%
This Fund
S&P 500
This Quarter Est. Return
+41.31%
1 Year Est. Return
-33.47%
3 Year Est. Return
+59.72%
5 Year Est. Return
+2.15%
10 Year Est. Return
–
AUM
$1.18B
AUM Growth
+$315M
Cap. Flow
-$2.98M
Cap. Flow %
-0.25%
Top 10 Hldgs %
100%
Holding
10
New
–
Increased
–
Reduced
–
Closed
1

Top Buys

No buys this quarter

Top Sells

Rank Stock Value
1
EGHT icon
8x8 Inc
EGHT
+$2.98M

Sector Composition

Rank Sector Weight
1 Communication Services 73.61%
2 Technology 23.5%
3 Consumer Discretionary 2.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPOT icon
1
Spotify
SPOT
$101B
$483M 40.87%
3,618,272
– –
PAYO icon
2
Payoneer
PAYO
$2.41B
$262M 22.14%
41,697,116
– –
NFLX icon
3
Netflix
NFLX
$285B
$249M 21.03%
7,200,000
– –
Z icon
4
Zillow
Z
$7.56B
$122M 10.28%
2,735,000
– –
ROVR
5
DELISTED
Rover Group, Inc. Class A Common Stock
ROVR
$22.4M 1.89%
4,944,447
– –
ZG icon
6
Zillow
ZG
$7.51B
$16.8M 1.42%
384,337
– –
NRDY icon
7
Nerdy
NRDY
$105M
$16.1M 1.36%
3,843,155
– –
RENT
8
Rent the Runway
RENT
$104M
$11.3M 0.95%
197,483
– –
NRDY.WS
9
DELISTED
Nerdy Inc. Warrants, each whole warrant exercisable for one share of Class A Common Stock at an exercise price of $11.50 per share
NRDY.WS
$606K 0.05%
614,444
– –
EGHT icon
10
8x8 Inc
EGHT
$264M
– –
-690,137
Closed -$2.98M

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Technology Crossover Management VIII's Q1 2023 Portfolio in Review

As of Q1 2023, Technology Crossover Management VIII held 10 positions worth $1.18B, up 36% from $868M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Technology Crossover Management VIII's Q1 2023 filing shows 1 closed position. The largest sale was 8x8 Inc, an estimated $2.98M.

By sector, the portfolio is most concentrated in Communication Services at 74% of assets, up from 69% a quarter earlier, followed by Technology and Consumer Discretionary.

  • Technology Crossover Management VIII fully exited 8x8 Inc in Q1 2023, selling an estimated $2.98M.
  • Technology Crossover Management VIII's ten largest holdings make up 100% of its $1.18B portfolio in Q1 2023.
  • Technology Crossover Management VIII opened 0 new positions and closed 1 in Q1 2023.
  • Technology Crossover Management VIII's portfolio value rose 36% quarter-over-quarter to $1.18B.

Based on Technology Crossover Management VIII's 13F filing for Q1 2023, filed 12 May 2023.