Technology Crossover Management X, Ltd.

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 12, 2024), Technology Crossover Management X, Ltd. reported 6 stock positions worth $1.0 billion. Its top holding was Nu Holdings Ltd./Cayman Isl-A (NU) at 88.7% of the portfolio, followed by Rocket Cos Class A (RKT, 6.0%) and Gitlab Class A (GTLB, 1.6%). Its holdings were unchanged from Q1 2024.

Most Recent 13F
Q2 2026
Location
MENLO PARK, CA
CIK
0001787727
Portfolio Value
$1.0B (Q2 2024)
SEC Filing
0001104659-24-088343 ↗ filed Aug 12, 2024

Holdings Value

0$500.0M$1.0B$1.5B Q1 2024: $953.7M Q1 2024 Q2 2024: $1.0B $1.0B Q2 2024 Q3 2024: $1.1B Q3 2024 Q4 2024: $698.9M Q4 2024 Q1 2025: $684.3M Q1 2025 Q2 2025: $896.6M Q2 2025 Q3 2025: $1.2B Q3 2025 Q4 2025: $1.0B Q4 2025 Q1 2026: $781.3M Q1 2026 Q2 2026: $795.2M Q2 2026

Holdings 6 stocks · $1.0B

NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 88.68% 69,726,810 $898.8M No change
RKT Rocket Cos Inc. Class A 6.02% 4,450,000 $61.0M No change
GTLB Gitlab Inc. Class A 1.59% 325,000 $16.2M No change
TOST Toast Inc. Class A 1.59% 625,000 $16.1M No change
GDRX Goodrx Holdings Inc. Class A 1.27% 1,653,566 $12.9M No change
PTON Peloton Interactive Inc. Class A 0.85% 2,541,626 $8.6M No change

Portfolio Sells Q1 2024 → Q2 2024

None this quarter.

Portfolio Buys Q1 2024 → Q2 2024

None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 6$795.2MNU, KLAR, RKT, GTLB, PTON
Q1 2026 6$781.3MNU, RKT, KLAR, GTLB, PTON
Q4 2025 6$1.0BNU, KLAR, RKT, GTLB, PTON
Q3 2025 7$1.2BNU, KLAR, RKT, PTON, TOST
Q2 2025 6$896.6MNU, RKT, TOST, PTON, GTLB
Q1 2025 6$684.3MNU, RKT, TOST, PTON, GTLB
Q4 2024 6$698.9MNU, RKT, TOST, PTON, GTLB
Q3 2024 6$1.1BNU, RKT, TOST, GTLB, PTON
Q2 2024 6$1.0BNU, RKT, GTLB, TOST, GDRX
Q1 2024 6$953.7MNU, RKT, GTLB, TOST, GDRX