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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
-17.98%
1 Year Est. Return
-33.47%
3 Year Est. Return
+59.72%
5 Year Est. Return
+2.15%
10 Year Est. Return
–
AUM
$470M
AUM Growth
-$111M
Cap. Flow
+$131K
Cap. Flow %
0.03%
Top 10 Hldgs %
100%
Holding
6
New
1
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
EGHT icon
8x8 Inc
EGHT
+$131K

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 54.43%
2 Communication Services 45.38%
3 Consumer Discretionary 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PAYO icon
1
Payoneer
PAYO
$2.41B
$250M 53.21%
34,197,116
– –
Z icon
2
Zillow
Z
$7.56B
$188M 39.91%
2,735,000
– –
ZG icon
3
Zillow
ZG
$7.51B
$25.7M 5.47%
384,337
– –
NRDY icon
4
Nerdy
NRDY
$105M
$5.61M 1.19%
3,949,791
– –
RENT
5
Rent the Runway
RENT
$104M
$881K 0.19%
197,481
– –
EGHT icon
6
8x8 Inc
EGHT
$264M
$102K 0.02%
+50,958
New +$131K

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Technology Crossover Management VIII's Q1 2025 Portfolio in Review

As of Q1 2025, Technology Crossover Management VIII held 6 positions worth $470M, down 19% from $581M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Technology Crossover Management VIII's Q1 2025 filing shows 1 new position. Its largest new stake was 8x8 Inc: 50,958 shares worth $102K.

By sector, the portfolio is most concentrated in Technology at 54% of assets, down from 60% a quarter earlier, followed by Communication Services and Consumer Discretionary.

  • Technology Crossover Management VIII's largest Q1 2025 buy was 8x8 Inc: 50,958 shares worth $102K.
  • Technology Crossover Management VIII's ten largest holdings make up 100% of its $470M portfolio in Q1 2025.
  • Technology Crossover Management VIII opened 1 new position and closed 0 in Q1 2025.
  • Technology Crossover Management VIII's portfolio value fell 19% quarter-over-quarter to $470M.

Based on Technology Crossover Management VIII's 13F filing for Q1 2025, filed 9 May 2025.