Technology Crossover Management X, Ltd.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 11, 2025), Technology Crossover Management X, Ltd. reported 6 stock positions worth $698.9 million. Its top holding was Nu Holdings Ltd./Cayman Isl-A (NU) at 82.7% of the portfolio, followed by Rocket Cos Class A (RKT, 7.2%) and Toast Class A (TOST, 3.3%). Compared with Q3 2024, it reduced 1. The biggest sale was Nu Holdings Ltd./Cayman Isl-A (NU, shares −20%).
- Most Recent 13F
- Q2 2026
- Location
- MENLO PARK, CA
- CIK
- 0001787727
- Portfolio Value
- $698.9M (Q4 2024)
- SEC Filing
- 0001104659-25-011481 ↗ filed Feb 11, 2025
Holdings Value
Holdings 6 stocks · $698.9M
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 82.69% | 55,781,448 | $577.9M | Reduce -20.0% |
| RKT Rocket Cos Inc. Class A | 7.17% | 4,450,000 | $50.1M | No change |
| TOST Toast Inc. Class A | 3.26% | 625,000 | $22.8M | No change |
| PTON Peloton Interactive Inc. Class A | 3.16% | 2,541,626 | $22.1M | No change |
| GTLB Gitlab Inc. Class A | 2.62% | 325,000 | $18.3M | No change |
| GDRX Goodrx Holdings Inc. Class A | 1.10% | 1,653,566 | $7.7M | No change |
Portfolio Sells Q3 2024 → Q4 2024
| NU Nu Holdings Ltd./Cayman Isl-A | Reduce -20.0% | 82.69% | −4.23 |
Portfolio Buys Q3 2024 → Q4 2024
| 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 |