Technology Crossover Management VIII, Ltd.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 11, 2025), Technology Crossover Management VIII, Ltd. reported 5 stock positions worth $581.2 million. Its top holding was Payoneer Global (PAYO) at 59.1% of the portfolio, followed by Zillow Class C (Z, 34.8%) and Zillow Class A (ZG, 4.7%). Compared with Q3 2024, it sold out of 1 and reduced 1. The biggest sale was an exit from Spotify Technology (SPOT).
- Most Recent 13F
- Q2 2026
- Location
- MENLO PARK, CA
- CIK
- 0001626282
- Portfolio Value
- $581.2M (Q4 2024)
- SEC Filing
- 0001104659-25-011465 ↗ filed Feb 11, 2025
Holdings Value
Holdings 5 stocks · $581.2M
| PAYO Payoneer Global Inc. | 59.08% | 34,197,116 | $343.3M | Reduce -18.0% |
| Z Zillow Group Inc. Class C | 34.85% | 2,735,000 | $202.5M | No change |
| ZG Zillow Group Inc. Class A | 4.69% | 384,337 | $27.2M | No change |
| NRDY Nerdy Inc. | 1.10% | 3,949,791 | $6.4M | No change |
| RENT Rent the Runway Inc. Class A | 0.29% | 197,481 | $1.7M | No change |
Portfolio Sells Q3 2024 → Q4 2024
Portfolio Buys Q3 2024 → Q4 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 |