Technology Crossover Management VIII, Ltd.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 9, 2025), Technology Crossover Management VIII, Ltd. reported 6 stock positions worth $469.8 million. Its top holding was Payoneer Global (PAYO) at 53.2% of the portfolio, followed by Zillow Class C (Z, 39.9%) and Zillow Class A (ZG, 5.5%). Compared with Q4 2024, it opened 1 new position. The biggest buy was a new position in 8X8 (EGHT).
- Most Recent 13F
- Q2 2026
- Location
- MENLO PARK, CA
- CIK
- 0001626282
- Portfolio Value
- $469.8M (Q1 2025)
- SEC Filing
- 0001104659-25-046705 ↗ filed May 9, 2025
Holdings Value
Holdings 6 stocks · $469.8M
| PAYO Payoneer Global Inc. | 53.21% | 34,197,116 | $250.0M | No change |
| Z Zillow Group Inc. Class C | 39.91% | 2,735,000 | $187.5M | No change |
| ZG Zillow Group Inc. Class A | 5.47% | 384,337 | $25.7M | No change |
| NRDY Nerdy Inc. | 1.19% | 3,949,791 | $5.6M | No change |
| RENT Rent the Runway Inc. Class A | 0.19% | 197,481 | $881K | No change |
| EGHT 8X8 Inc. | 0.02% | 50,958 | $102K | New |
Portfolio Sells Q4 2024 → Q1 2025
| None this quarter. | |||
Portfolio Buys Q4 2024 → Q1 2025
| EGHT 8X8 Inc. | New | 0.02% | +0.02 |
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 |