Technology Crossover Management VIII, Ltd.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 12, 2024), Technology Crossover Management VIII, Ltd. reported 6 stock positions worth $891.9 million. Its top holding was Spotify Technology (SPOT) at 56.8% of the portfolio, followed by Payoneer Global (PAYO, 25.9%) and Zillow Class C (Z, 14.2%). Compared with Q1 2024, it reduced 2. The biggest sale was Spotify Technology (SPOT, shares −20%).
- Most Recent 13F
- Q2 2026
- Location
- MENLO PARK, CA
- CIK
- 0001626282
- Portfolio Value
- $891.9M (Q2 2024)
- SEC Filing
- 0001104659-24-088339 ↗ filed Aug 12, 2024
Holdings Value
Holdings 6 stocks · $891.9M
| SPOT Spotify Technology SA | 56.81% | 1,614,618 | $506.7M | Reduce -20.0% |
| PAYO Payoneer Global Inc. | 25.90% | 41,697,116 | $231.0M | No change |
| Z Zillow Group Inc. Class C | 14.23% | 2,735,000 | $126.9M | No change |
| ZG Zillow Group Inc. Class A | 1.94% | 384,337 | $17.3M | No change |
| NRDY Nerdy Inc. | 0.74% | 3,949,791 | $6.6M | No change |
| RENT Rent the Runway Inc. | 0.39% | 197,481 | $3.5M | Reduce -95.0% |
Portfolio Sells Q1 2024 → Q2 2024
Portfolio Buys Q1 2024 → Q2 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 |