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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
-1.92%
1 Year Est. Return
-33.47%
3 Year Est. Return
+59.72%
5 Year Est. Return
+2.15%
10 Year Est. Return
–
AUM
$460M
AUM Growth
-$10.2M
Cap. Flow
-$102K
Cap. Flow %
-0.02%
Top 10 Hldgs %
100%
Holding
6
New
–
Increased
–
Reduced
–
Closed
1

Top Buys

No buys this quarter

Top Sells

Rank Stock Value
1
EGHT icon
8x8 Inc
EGHT
+$102K

Sector Composition

Rank Sector Weight
1 Technology 52.37%
2 Communication Services 47.41%
3 Consumer Discretionary 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PAYO icon
1
Payoneer
PAYO
$2.41B
$234M 50.97%
34,197,116
– –
Z icon
2
Zillow
Z
$7.56B
$192M 41.68%
2,735,000
– –
ZG icon
3
Zillow
ZG
$7.51B
$26.3M 5.73%
384,337
– –
NRDY icon
4
Nerdy
NRDY
$105M
$6.44M 1.4%
3,949,791
– –
RENT
5
Rent the Runway
RENT
$104M
$1.01M 0.22%
197,481
– –
EGHT icon
6
8x8 Inc
EGHT
$264M
– –
-50,958
Closed -$102K

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Technology Crossover Management VIII's Q2 2025 Portfolio in Review

As of Q2 2025, Technology Crossover Management VIII held 6 positions worth $460M, down 2.2% from $470M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Technology Crossover Management VIII's Q2 2025 filing shows 1 closed position. The largest sale was 8x8 Inc, an estimated $102K.

By sector, the portfolio is most concentrated in Technology at 52% of assets, down from 54% a quarter earlier, followed by Communication Services and Consumer Discretionary.

  • Technology Crossover Management VIII fully exited 8x8 Inc in Q2 2025, selling an estimated $102K.
  • Technology Crossover Management VIII's ten largest holdings make up 100% of its $460M portfolio in Q2 2025.
  • Technology Crossover Management VIII opened 0 new positions and closed 1 in Q2 2025.
  • Technology Crossover Management VIII's portfolio value fell 2.2% quarter-over-quarter to $460M.

Based on Technology Crossover Management VIII's 13F filing for Q2 2025, filed 13 Aug 2025.