Technology Crossover Management VIII, Ltd.

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 13, 2025), Technology Crossover Management VIII, Ltd. reported 5 stock positions worth $459.6 million. Its top holding was Payoneer Global (PAYO) at 51.0% of the portfolio, followed by Zillow Class C (Z, 41.7%) and Zillow Class A (ZG, 5.7%). Compared with Q1 2025, it sold out of 1. The biggest sale was an exit from 8X8 (EGHT).

Most Recent 13F
Q2 2026
Location
MENLO PARK, CA
CIK
0001626282
Portfolio Value
$459.6M (Q2 2025)
SEC Filing
0001104659-25-077527 ↗ filed Aug 13, 2025

Holdings Value

0$200.0M$400.0M$600.0M$800.0M$1.0B Q1 2024: $899.9M Q1 2024 Q2 2024: $891.9M Q2 2024 Q3 2024: $929.0M Q3 2024 Q4 2024: $581.2M Q4 2024 Q1 2025: $469.8M Q1 2025 Q2 2025: $459.6M $459.6M Q2 2025 Q3 2025: $452.2M Q3 2025 Q4 2025: $410.7M Q4 2025 Q1 2026: $298.4M Q1 2026 Q2 2026: $346.0M Q2 2026

Holdings 5 stocks · $459.6M

PAYO Payoneer Global Inc. 50.97% 34,197,116 $234.3M No change
Z Zillow Group Inc. Class C 41.68% 2,735,000 $191.6M No change
ZG Zillow Group Inc. Class A 5.73% 384,337 $26.3M No change
NRDY Nerdy Inc. 1.40% 3,949,791 $6.4M No change
RENT Rent the Runway Inc. Class A 0.22% 197,481 $1.0M No change

Portfolio Sells Q1 2025 → Q2 2025

EGHT 8X8 Inc. Sold out 0.00% −0.02

Portfolio Buys Q1 2025 → Q2 2025

None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 5$346.0MPAYO, Z, ZG, NRDY, RENT
Q1 2026 5$298.4MPAYO, Z, ZG, NRDY, RENT
Q4 2025 5$410.7MPAYO, Z, ZG, NRDY, RENT
Q3 2025 5$452.2MZ, PAYO, ZG, NRDY, RENT
Q2 2025 5$459.6MPAYO, Z, ZG, NRDY, RENT
Q1 2025 6$469.8MPAYO, Z, ZG, NRDY, RENT
Q4 2024 5$581.2MPAYO, Z, ZG, NRDY, RENT
Q3 2024 6$929.0MSPOT, PAYO, Z, ZG, NRDY
Q2 2024 6$891.9MSPOT, PAYO, Z, ZG, NRDY
Q1 2024 6$899.9MSPOT, PAYO, Z, ZG, NRDY