Technology Crossover Management X, Ltd.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 7, 2026), Technology Crossover Management X, Ltd. reported 6 stock positions worth $795.2 million. Its top holding was Nu Holdings Ltd./Cayman Isl-A (NU) at 71.5% of the portfolio, followed by Klarna (KLAR, 9.8%) and Rocket Cos Class A (RKT, 8.8%). Its holdings were unchanged from Q1 2026.
- Most Recent 13F
- Q2 2026
- Location
- MENLO PARK, CA
- CIK
- 0001787727
- Portfolio Value
- $795.2M (Q2 2026)
- SEC Filing
- 0001104659-26-092692 ↗ filed Aug 7, 2026
Holdings Value
Holdings 6 stocks · $795.2M
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 71.53% | 42,574,870 | $568.8M | No change |
| KLAR Klarna Group PLC | 9.79% | 3,844,736 | $77.8M | No change |
| RKT Rocket Cos Inc. Class A | 8.81% | 4,450,000 | $70.1M | No change |
| GTLB Gitlab Inc. Class A | 7.38% | 1,922,114 | $58.7M | No change |
| PTON Peloton Interactive Inc. Class A | 1.89% | 2,541,626 | $15.0M | No change |
| GDRX Goodrx Holdings Inc. Class A | 0.60% | 1,653,566 | $4.8M | No change |
Portfolio Sells Q1 2026 → Q2 2026
| None this quarter. | |||
Portfolio Buys Q1 2026 → Q2 2026
| None this quarter. | |||
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 6 | $795.2M | NU, KLAR, RKT, GTLB, PTON |
| Q1 2026 | 6 | $781.3M | NU, RKT, KLAR, GTLB, PTON |
| Q4 2025 | 6 | $1.0B | NU, KLAR, RKT, GTLB, PTON |
| Q3 2025 | 7 | $1.2B | NU, KLAR, RKT, PTON, TOST |
| Q2 2025 | 6 | $896.6M | NU, RKT, TOST, PTON, GTLB |
| Q1 2025 | 6 | $684.3M | NU, RKT, TOST, PTON, GTLB |
| Q4 2024 | 6 | $698.9M | NU, RKT, TOST, PTON, GTLB |
| Q3 2024 | 6 | $1.1B | NU, RKT, TOST, GTLB, PTON |
| Q2 2024 | 6 | $1.0B | NU, RKT, GTLB, TOST, GDRX |
| Q1 2024 | 6 | $953.7M | NU, RKT, GTLB, TOST, GDRX |