Technology Crossover Management VIII, Ltd.
- SEC CIK
- 0001626282
- Latest filing
- Aug 7, 2026
Holdings in Q3 2023
Holdings as of Sep 30, 2023, filed Nov 13, 2023. Long positions only; changes compare share counts with Q2 2023.
- Positions
- 7
- −1 vs. Q2 2023
- Portfolio value
- $1.14B
- −$140.9M (−11.0%) vs. Q2 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SPOTSpotify Technology S.A. | Stock | 3,618,272 | $559.5M | 49.1% | 00.0% | Unchanged | History |
| PAYOPayoneer Global Inc. | COM | 41,697,116 | $255.2M | 22.4% | 00.0% | Unchanged | History |
| NFLXNetflix Inc | Stock | 432,000 | $163.1M | 14.3% | −288,000−40.0% | Reduced | History |
| ZZillow Group, Inc. | CL C CAP STK | 2,735,000 | $126.2M | 11.1% | 00.0% | Unchanged | History |
| ZGZillow Group, Inc. | CL A | 384,337 | $17.2M | 1.5% | 00.0% | Unchanged | History |
| NRDYNerdy Inc. | CL A COM | 3,949,791 | $14.6M | 1.3% | +106,636+2.8% | Added | History |
| RENTRent the Runway, Inc. | COM CL A | 3,949,669 | $2.69M | 0.2% | 00.0% | Unchanged | History |
Sold out since Q2 2023 (1)
Positions held at the end of Q2 2023 that are gone from this filing.
| Security | Class | Shares in Q2 2023 | Value in Q2 2023 | % of portfolio in Q2 2023 | History |
|---|---|---|---|---|---|
| Nerdy Inc.64081V117 | *W EXP 08/16/202 | 614,444 | $656.6K | 0.1% | – |