Technology Crossover Management X, Ltd.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 13, 2025), Technology Crossover Management X, Ltd. reported 6 stock positions worth $896.6 million. Its top holding was Nu Holdings Ltd./Cayman Isl-A (NU) at 85.4% of the portfolio, followed by Rocket Cos Class A (RKT, 7.0%) and Toast Class A (TOST, 3.1%). Its holdings were unchanged from Q1 2025.
- Most Recent 13F
- Q2 2026
- Location
- MENLO PARK, CA
- CIK
- 0001787727
- Portfolio Value
- $896.6M (Q2 2025)
- SEC Filing
- 0001104659-25-077532 ↗ filed Aug 13, 2025
Holdings Value
Holdings 6 stocks · $896.6M
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 85.35% | 55,781,448 | $765.3M | No change |
| RKT Rocket Cos Inc. Class A | 7.04% | 4,450,000 | $63.1M | No change |
| TOST Toast Inc. Class A | 3.09% | 625,000 | $27.7M | No change |
| PTON Peloton Interactive Inc. Class A | 1.97% | 2,541,626 | $17.6M | No change |
| GTLB Gitlab Inc. Class A | 1.64% | 325,000 | $14.7M | No change |
| GDRX Goodrx Holdings Inc. Class A | 0.92% | 1,653,566 | $8.2M | No change |
Portfolio Sells Q1 2025 → Q2 2025
| None this quarter. | |||
Portfolio Buys Q1 2025 → Q2 2025
| 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 |