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Livermore
Livermore
ZHEN

Technology Crossover Management VIII, Ltd.

SEC CIK
0001626282
Latest filing
Aug 7, 2026

The latest 13F from Technology Crossover Management VIII, Ltd. covers Q2 2026 (filed Aug 7, 2026): 5 long positions worth $346.0M. The top 10 holdings make up 100.0% of the portfolio, and the largest is Payoneer Global Inc. (PAYO) at 70.4%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
0
Added
0
Reduced
0
Sold out
0

Top 5 holdings

Share of this quarter's portfolio value

  1. PAYOPayoneer Global Inc.
    70.4%$243.5MHistory
  2. ZZillow Group, Inc.
    24.9%$86.2MHistory
  3. ZGZillow Group, Inc.
    3.5%$12.1MHistory
  4. NRDYNerdy Inc.
    1.0%$3.62MHistory
  5. RENTRent the Runway, Inc.
    0.2%$622.1KHistory

Biggest buys

New and added positions, by estimated amount bought

None this quarter.

Largest weight increases

New and added positions, by percentage points of the portfolio gained

None this quarter.

Biggest sells

Reduced and sold-out positions, by estimated amount sold

None this quarter.

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

None this quarter.

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$346.0M
+$47.6M (+15.9%) vs. prior quarter
Positions
5
0 vs. prior quarter
Top 10 concentration
100.0%
Top 10 as share of value
Turnover
0.0%
Q2 2026, one quarter
Average holding period
21.3 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $2.82B (Q3 2021)

Q1 2021: $2.22BQ2 2021: $2.65BQ3 2021: $2.82BQ4 2021: $2.35BQ1 2022: $1.26BQ2 2022: $782.6MQ3 2022: $869.8MQ4 2022: $868.2MQ1 2023: $1.18BQ2 2023: $1.28BQ3 2023: $1.14BQ4 2023: $1.12BQ1 2024: $899.9MQ2 2024: $891.9MQ3 2024: $929.0MQ4 2024: $581.2MQ1 2025: $469.8MQ2 2025: $459.6MQ3 2025: $452.2MQ4 2025: $410.7MQ1 2026: $298.4MQ2 2026: $346.0M
Q1 2021Q2 2026
13F filings of Technology Crossover Management VIII, Ltd. by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 7, 20265$346.0MPAYOZZGvs. Q1 2026SEC
Q1 2026May 8, 20265$298.4MPAYOZZGvs. Q4 2025SEC
Q4 2025Feb 6, 20265$410.7MPAYOZZGvs. Q3 2025SEC
Q3 2025Nov 12, 20255$452.2MZPAYOZGvs. Q2 2025SEC
Q2 2025Aug 13, 20255$459.6MPAYOZZGvs. Q1 2025SEC
Q1 2025May 9, 20256$469.8MPAYOZZGvs. Q4 2024SEC
Q4 2024Feb 11, 20255$581.2MPAYOZZGvs. Q3 2024SEC
Q3 2024Nov 13, 20246$929.0MSPOTPAYOZvs. Q2 2024SEC
Q2 2024Aug 12, 20246$891.9MSPOTPAYOZvs. Q1 2024SEC
Q1 2024May 13, 20246$899.9MSPOTPAYOZvs. Q4 2023SEC
Q4 2023Feb 9, 20247$1.12BSPOTPAYONFLXvs. Q3 2023SEC
Q3 2023Nov 13, 20237$1.14BSPOTPAYONFLXvs. Q2 2023SEC
Q2 2023Aug 11, 20238$1.28BSPOTNFLXPAYOvs. Q1 2023SEC
Q1 2023May 12, 20239$1.18BSPOTPAYONFLXvs. Q4 2022SEC
Q4 2022Feb 14, 202310$868.2MSPOTPAYONFLXvs. Q3 2022SEC
Q3 2022Nov 10, 20229$869.8MSPOTPAYONFLXvs. Q2 2022SEC
Q2 2022Aug 15, 20229$782.6MSPOTPAYONFLXvs. Q1 2022SEC
Q1 2022May 16, 20229$1.26BSPOTNFLXPAYOvs. Q4 2021SEC
Q4 2021Feb 14, 20229$2.35BSPOTNFLXABNBvs. Q3 2021SEC
Q3 2021Nov 15, 20218$2.82BSPOTNFLXABNBvs. Q2 2021SEC
Q2 2021Aug 16, 20216$2.65BSPOTNFLXPAYOvs. Q1 2021SEC
Q1 2021May 17, 20215$2.22BSPOTNFLXZ–SEC

13D and 13G filings

Companies where Technology Crossover Management VIII, Ltd. reports owning 5% or more on Schedule 13D or 13G, and its latest filings.

Current stakes of 5% or more

1 company, largest stake first.

Companies where Technology Crossover Management VIII, Ltd. owns 5% or more
CompanyLatest formStakeChangeFirst filedLatest filingFiling
PAYOPayoneer Global Inc.13D/A10.20%34.2M shares–Jul 6, 20213 filingsJun 16, 2026SEC

Latest filings

8 filings on file made by Technology Crossover Management VIII, Ltd. or listing it as a reporting person, newest first.

Schedule 13D and 13G filings by Technology Crossover Management VIII, Ltd.
CompanyFiled (ET)FilerFormStakeChangeEvent dateFiling
NRDYNerdy Inc.Aug 21, 20266:16 PM ETTCV VIII (A), L.P.and 5 others13D/A14.20%1.37M shares–Aug 19, 2026SEC
PAYOPayoneer Global Inc.Jun 16, 20266:43 PM ETTechnology Crossover Management VIII, Ltd.and 7 others13D/A10.20%34.2M shares–Jun 12, 2026SEC
RENTRent the Runway, Inc.Nov 14, 2024Technology Crossover Management VIII, Ltd.13G/AOld format–––SEC
PAYOPayoneer Global Inc.Nov 13, 2024Technology Crossover Management VIII, Ltd.13D/AOld format–––SEC
RENTRent the Runway, Inc.Feb 8, 2022Technology Crossover Management VIII, Ltd.13GOld format–New–SEC
ROVRRover Group, Inc.Feb 7, 2022Technology Crossover Management VIII, Ltd.13G/AOld format–––SEC
ROVRRover Group, Inc.Aug 9, 2021Technology Crossover Management VIII, Ltd.13GOld format–New–SEC
PAYOPayoneer Global Inc.Jul 6, 2021Technology Crossover Management VIII, Ltd.13DOld format–New–SEC