Technology Crossover Management VIII, Ltd.
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 13, 2024), Technology Crossover Management VIII, Ltd. reported 6 stock positions worth $929.0 million. Its top holding was Spotify Technology (SPOT) at 44.2% of the portfolio, followed by Payoneer Global (PAYO, 33.8%) and Zillow Class C (Z, 18.8%). Compared with Q2 2024, it opened 1 new position, sold out of 1 and reduced 2. The biggest buy was a new position in Rent the Runway Class A (RENT) and the biggest sale Spotify Technology (SPOT, shares −31%).
- Most Recent 13F
- Q2 2026
- Location
- MENLO PARK, CA
- CIK
- 0001626282
- Portfolio Value
- $929.0M (Q3 2024)
- SEC Filing
- 0001104659-24-117671 ↗ filed Nov 13, 2024
Holdings Value
Holdings 6 stocks · $929.0M
| SPOT Spotify Technology SA | 44.22% | 1,114,618 | $410.8M | Reduce -31.0% |
| PAYO Payoneer Global Inc. | 33.80% | 41,697,115 | $314.0M | Reduce 0.0% |
| Z Zillow Group Inc. Class C | 18.80% | 2,735,000 | $174.6M | No change |
| ZG Zillow Group Inc. Class A | 2.56% | 384,337 | $23.8M | No change |
| NRDY Nerdy Inc. | 0.42% | 3,949,791 | $3.9M | No change |
| RENT Rent the Runway Inc. Class A | 0.20% | 197,481 | $1.9M | New |
Portfolio Sells Q2 2024 → Q3 2024
Portfolio Buys Q2 2024 → Q3 2024
| RENT Rent the Runway Inc. Class A | New | 0.20% | +0.20 |
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 |