2026 Q2 Portfolio Activity
In 2026 Q2, Technology Crossover Management VIII, Ltd. maintained a portfolio of 5 distinct positions.
Position History
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Total Positions
5
Quarter
2026 Q2
Top Holding
PAYO (70.4%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-5 of 5
Technology Crossover Management VIII, Ltd. Full Holdings List — 2026 Q2
| 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 | 70.37% | 55.35% |
#1
Prev: #1
|
7.0 |
—
|
no change | no change |
P
S
|
34,197,116 | $243,483,466 | 2021 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
Z
Zillow Group, I...
|
Communication Services | 24.92% | 37.92% |
#2
Prev: #2
|
6.5 |
—
|
no change | no change |
P
S
|
2,735,000 | $86,207,200 | 2016 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
ZG
Zillow Group, I...
|
Communication Services | 3.48% | 5.33% |
#3
Prev: #3
|
3.4 |
—
|
no change | no change |
P
S
|
384,337 | $12,056,652 | 2016 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
NRDY
Nerdy, Inc.
|
Technology | 1.05% | 1.08% |
#4
Prev: #4
|
1.9 |
—
|
no change | no change |
P
S
|
3,949,791 | $3,618,404 | 2021 Q3 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
RENT
Rent the Runway...
|
Consumer Cyclical | 0.18% | 0.32% |
#5
Prev: #5
|
1.6 |
—
|
no change | no change |
P
S
|
197,481 | $622,065 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-07 |
Showing 1-5 of 5 holdings