AI Portfolio Summary
In 2026 Q1, Technology Crossover Management VIII, Ltd. maintained a portfolio of 5 distinct positions.
Total Positions
5
Quarter
2026 Q1
Top Holding
PAYO (55.3%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-5 of 5
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
PAYO
Payoneer Global...
|
Technology | 55.35% | 46.80% |
#1
Prev: #1
|
7.0 | no change | no change |
P
S
|
34,197,116 | $165,172,070 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
Z
Zillow Group, I...
|
Communication Services | 37.92% | 45.43% |
#2
Prev: #2
|
6.5 | no change | no change |
P
S
|
2,735,000 | $113,174,300 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
ZG
Zillow Group, I...
|
Communication Services | 5.33% | 6.39% |
#3
Prev: #3
|
4.1 | no change | no change |
P
S
|
384,337 | $15,907,708 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
NRDY
Nerdy, Inc.
|
Technology | 1.08% | 1.00% |
#4
Prev: #4
|
1.9 | no change | no change |
P
S
|
3,949,791 | $3,223,819 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-05-08 | |||
|
RENT
Rent the Runway...
|
Consumer Cyclical | 0.32% | 0.38% |
#5
Prev: #5
|
1.6 | no change | no change |
P
S
|
197,481 | $943,959 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-08 |
Showing 1-5 of 5 holdings