Technology Crossover Management VIII, Ltd.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 6, 2026), Technology Crossover Management VIII, Ltd. reported 5 stock positions worth $410.7 million. Its top holding was Payoneer Global (PAYO) at 46.8% of the portfolio, followed by Zillow Class C (Z, 45.4%) and Zillow Class A (ZG, 6.4%). Its holdings were unchanged from Q3 2025.
- Most Recent 13F
- Q2 2026
- Location
- MENLO PARK, CA
- CIK
- 0001626282
- Portfolio Value
- $410.7M (Q4 2025)
- SEC Filing
- 0001104659-26-011490 ↗ filed Feb 6, 2026
Holdings Value
Holdings 5 stocks · $410.7M
Portfolio Sells Q3 2025 → Q4 2025
| None this quarter. | |||
Portfolio Buys Q3 2025 → Q4 2025
| 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 |