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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
+26.61%
1 Year Est. Return
-33.47%
3 Year Est. Return
+59.72%
5 Year Est. Return
+2.15%
10 Year Est. Return
–
AUM
$581M
AUM Growth
-$348M
Cap. Flow
-$482M
Cap. Flow %
-83.01%
Top 10 Hldgs %
100%
Holding
6
New
–
Increased
–
Reduced
1
Closed
1

Top Buys

No buys this quarter

Top Sells

Rank Stock Value
1
SPOT icon
Spotify
SPOT
+$411M
2
PAYO icon
Payoneer
PAYO
+$71.7M

Sector Composition

Rank Sector Weight
1 Technology 60.18%
2 Communication Services 39.53%
3 Consumer Discretionary 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PAYO icon
1
Payoneer
PAYO
$2.41B
$343M 59.08%
34,197,116
-7,499,999
-18% -$71.7M
Z icon
2
Zillow
Z
$7.56B
$203M 34.85%
2,735,000
– –
ZG icon
3
Zillow
ZG
$7.51B
$27.2M 4.69%
384,337
– –
NRDY icon
4
Nerdy
NRDY
$105M
$6.4M 1.1%
3,949,791
– –
RENT
5
Rent the Runway
RENT
$104M
$1.68M 0.29%
197,481
– –
SPOT icon
6
Spotify
SPOT
$101B
– –
-1,114,618
Closed -$411M

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Technology Crossover Management VIII's Q4 2024 Portfolio in Review

As of Q4 2024, Technology Crossover Management VIII held 6 positions worth $581M, down 37% from $929M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Technology Crossover Management VIII withdrew a net $482M in Q4 2024, closing 1 position and reducing 1 holding. Its most notable exit was Spotify, an estimated $411M position sold in full.

By sector, the portfolio is most concentrated in Technology at 60% of assets, up from 34% a quarter earlier, followed by Communication Services and Consumer Discretionary.

  • Technology Crossover Management VIII's biggest Q4 2024 reduction was Payoneer, cutting an estimated $71.7M.
  • Technology Crossover Management VIII fully exited Spotify in Q4 2024, selling an estimated $411M.
  • Technology Crossover Management VIII's ten largest holdings make up 100% of its $581M portfolio in Q4 2024.
  • Technology Crossover Management VIII opened 0 new positions and closed 1 in Q4 2024.
  • Technology Crossover Management VIII's portfolio value fell 37% quarter-over-quarter to $581M.

Based on Technology Crossover Management VIII's 13F filing for Q4 2024, filed 11 Feb 2025.