Technology Crossover Management VIII, Ltd.

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 12, 2025), Technology Crossover Management VIII, Ltd. reported 5 stock positions worth $452.2 million. Its top holding was Zillow Class C (Z) at 46.6% of the portfolio, followed by Payoneer Global (PAYO, 45.8%) and Zillow Class A (ZG, 6.3%). Its holdings were unchanged from Q2 2025.

Most Recent 13F
Q2 2026
Location
MENLO PARK, CA
CIK
0001626282
Portfolio Value
$452.2M (Q3 2025)
SEC Filing
0001104659-25-110319 ↗ filed Nov 12, 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 Q2 2025 Q3 2025: $452.2M $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 · $452.2M

Z Zillow Group Inc. Class C 46.60% 2,735,000 $210.7M No change
PAYO Payoneer Global Inc. 45.75% 34,197,116 $206.9M No change
ZG Zillow Group Inc. Class A 6.33% 384,337 $28.6M No change
NRDY Nerdy Inc. 1.10% 3,949,791 $5.0M No change
RENT Rent the Runway Inc. Class A 0.22% 197,481 $974K No change

Portfolio Sells Q2 2025 → Q3 2025

None this quarter.

Portfolio Buys Q2 2025 → Q3 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