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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
-9.01%
1 Year Est. Return
-33.47%
3 Year Est. Return
+59.72%
5 Year Est. Return
+2.15%
10 Year Est. Return
–
AUM
$411M
AUM Growth
-$41.5M
Cap. Flow
$0
Cap. Flow %
0%
Top 10 Hldgs %
100%
Holding
5
New
–
Increased
–
Reduced
–
Closed
–

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Communication Services 51.82%
2 Technology 47.8%
3 Consumer Discretionary 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PAYO icon
1
Payoneer
PAYO
$2.41B
$192M 46.8%
34,197,116
– –
Z icon
2
Zillow
Z
$7.56B
$187M 45.43%
2,735,000
– –
ZG icon
3
Zillow
ZG
$7.51B
$26.2M 6.39%
384,337
– –
NRDY icon
4
Nerdy
NRDY
$105M
$4.11M 1%
3,949,791
– –
RENT
5
Rent the Runway
RENT
$104M
$1.56M 0.38%
197,481
– –

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Technology Crossover Management VIII's Q4 2025 Portfolio in Review

As of Q4 2025, Technology Crossover Management VIII held 5 positions worth $411M, down 9.2% from $452M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Trading was light in Q4 2025: portfolio turnover was 0%. Technology Crossover Management VIII opened no new positions and made no exits, leaving the 5-position portfolio largely intact.

By sector, the portfolio is most concentrated in Communication Services at 52% of assets, down from 53% a quarter earlier, followed by Technology and Consumer Discretionary.

  • Technology Crossover Management VIII's ten largest holdings make up 100% of its $411M portfolio in Q4 2025.
  • Technology Crossover Management VIII opened 0 new positions and closed 0 in Q4 2025.
  • Technology Crossover Management VIII's portfolio value fell 9.2% quarter-over-quarter to $411M.

Based on Technology Crossover Management VIII's 13F filing for Q4 2025, filed 6 Feb 2026.