Technology Crossover Management VIII, Ltd.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 13, 2024), Technology Crossover Management VIII, Ltd. reported 6 stock positions worth $899.9 million. Its top holding was Spotify Technology (SPOT) at 59.2% of the portfolio, followed by Payoneer Global (PAYO, 22.5%) and Zillow Class C (Z, 14.8%). Compared with Q4 2023, it sold out of 1 and reduced 1. The biggest sale was an exit from Netflix (NFLX).
- Most Recent 13F
- Q2 2026
- Location
- MENLO PARK, CA
- CIK
- 0001626282
- Portfolio Value
- $899.9M (Q1 2024)
- SEC Filing
- 0001104659-24-060658 ↗ filed May 13, 2024
Holdings Value
Holdings 6 stocks · $899.9M
| SPOT Spotify Technology SA | 59.18% | 2,018,272 | $532.6M | Reduce -22.9% |
| PAYO Payoneer Global Inc. | 22.52% | 41,697,116 | $202.6M | No change |
| Z Zillow Group Inc. Class C | 14.82% | 2,735,000 | $133.4M | No change |
| ZG Zillow Group Inc. Class A | 2.04% | 384,337 | $18.4M | No change |
| NRDY Nerdy Inc. | 1.28% | 3,949,791 | $11.5M | No change |
| RENT Rent the Runway Inc. | 0.15% | 3,949,669 | $1.4M | No change |
Portfolio Sells Q4 2023 → Q1 2024
Portfolio Buys Q4 2023 → Q1 2024
| None this quarter. | |||
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 5 | $346.0M | PAYO, Z, ZG, NRDY, RENT |
| Q1 2026 | 5 | $298.4M | PAYO, Z, ZG, NRDY, RENT |
| Q4 2025 | 5 | $410.7M | PAYO, Z, ZG, NRDY, RENT |
| Q3 2025 | 5 | $452.2M | Z, PAYO, ZG, NRDY, RENT |
| Q2 2025 | 5 | $459.6M | PAYO, Z, ZG, NRDY, RENT |
| Q1 2025 | 6 | $469.8M | PAYO, Z, ZG, NRDY, RENT |
| Q4 2024 | 5 | $581.2M | PAYO, Z, ZG, NRDY, RENT |
| Q3 2024 | 6 | $929.0M | SPOT, PAYO, Z, ZG, NRDY |
| Q2 2024 | 6 | $891.9M | SPOT, PAYO, Z, ZG, NRDY |
| Q1 2024 | 6 | $899.9M | SPOT, PAYO, Z, ZG, NRDY |