AI Portfolio Summary
In 2025 Q4, Technology Crossover Management XI, Ltd. maintained a portfolio of 3 distinct positions. Conversely, Technology Crossover Management XI, Ltd. completely exited their position in Maplebear Inc..
Total Positions
3
Quarter
2025 Q4
Top Holding
SPOT (78.5%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-3 of 3
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
SPOT
Spotify Technol...
|
Communication Services | 78.45% | 71.41% |
#1
Prev: #1
|
10.0 | no change | no change |
P
S
|
1,000,000 | $580,710,000 | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
Z
Zillow Group, I...
|
Communication Services | 21.55% | 18.43% |
#2
Prev: #2
|
8.6 | no change | no change |
P
S
|
2,338,036 | $159,500,816 | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CART
Maplebear Inc.
|
Consumer Cyclical | 0.00% | 10.15% |
Sold All 😨
(Was: #3) |
0.3 | -2,700,000 | -100.0% |
CLOSED
|
— | $— | 2023 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-3 of 3 holdings