Technology Crossover Management VIII, Ltd.

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 8, 2026), Technology Crossover Management VIII, Ltd. reported 5 stock positions worth $298.4 million. Its top holding was Payoneer Global (PAYO) at 55.3% of the portfolio, followed by Zillow Class C (Z, 37.9%) and Zillow Class A (ZG, 5.3%). Its holdings were unchanged from Q4 2025.

Most Recent 13F
Q2 2026
Location
MENLO PARK, CA
CIK
0001626282
Portfolio Value
$298.4M (Q1 2026)
SEC Filing
0001104659-26-057878 ↗ filed May 8, 2026

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 Q3 2025 Q4 2025: $410.7M Q4 2025 Q1 2026: $298.4M $298.4M Q1 2026 Q2 2026: $346.0M Q2 2026

Holdings 5 stocks · $298.4M

PAYO Payoneer Global Inc. 55.35% 34,197,116 $165.2M No change
Z Zillow Group Inc. Class C 37.92% 2,735,000 $113.2M No change
ZG Zillow Group Inc. Class A 5.33% 384,337 $15.9M No change
NRDY Nerdy Inc. 1.08% 3,949,791 $3.2M No change
RENT Rent the Runway Inc. Class A 0.32% 197,481 $944K No change

Portfolio Sells Q4 2025 → Q1 2026

None this quarter.

Portfolio Buys Q4 2025 → Q1 2026

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