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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
+13.84%
1 Year Est. Return
-33.47%
3 Year Est. Return
+59.72%
5 Year Est. Return
+2.15%
10 Year Est. Return
–
AUM
$892M
AUM Growth
-$8.03M
Cap. Flow
-$122M
Cap. Flow %
-13.63%
Top 10 Hldgs %
100%
Holding
6
New
–
Increased
–
Reduced
2
Closed
–

Top Buys

No buys this quarter

Top Sells

Rank Stock Value
1
SPOT icon
Spotify
SPOT
+$122M
2
RENT
Rent the Runway
RENT
+$36

Sector Composition

Rank Sector Weight
1 Communication Services 72.97%
2 Technology 26.64%
3 Consumer Discretionary 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPOT icon
1
Spotify
SPOT
$101B
$507M 56.81%
1,614,618
-403,654
-20% -$122M
PAYO icon
2
Payoneer
PAYO
$2.41B
$231M 25.9%
41,697,116
– –
Z icon
3
Zillow
Z
$7.56B
$127M 14.23%
2,735,000
– –
ZG icon
4
Zillow
ZG
$7.51B
$17.3M 1.94%
384,337
– –
NRDY icon
5
Nerdy
NRDY
$105M
$6.6M 0.74%
3,949,791
– –
RENT
6
Rent the Runway
RENT
$104M
$3.47M 0.39%
197,481
-2
-0% -$36

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Technology Crossover Management VIII's Q2 2024 Portfolio in Review

As of Q2 2024, Technology Crossover Management VIII held 6 positions worth $892M, down 0.89% from $900M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Technology Crossover Management VIII withdrew a net $122M in Q2 2024, reducing 2 holdings. Its largest reduction was Spotify, cutting an estimated $122M.

By sector, the portfolio is most concentrated in Communication Services at 73% of assets, down from 76% a quarter earlier, followed by Technology and Consumer Discretionary.

  • Technology Crossover Management VIII's biggest Q2 2024 reduction was Spotify, cutting an estimated $122M.
  • Technology Crossover Management VIII's ten largest holdings make up 100% of its $892M portfolio in Q2 2024.
  • Technology Crossover Management VIII opened 0 new positions and closed 0 in Q2 2024.
  • Technology Crossover Management VIII's portfolio value fell 0.89% quarter-over-quarter to $892M.

Based on Technology Crossover Management VIII's 13F filing for Q2 2024, filed 12 Aug 2024.