Technology Crossover Management X, Ltd.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 12, 2025), Technology Crossover Management X, Ltd. reported 7 stock positions worth $1.2 billion. Its top holding was Nu Holdings Ltd./Cayman Isl-A (NU) at 75.2% of the portfolio, followed by Klarna (KLAR, 11.9%) and Rocket Cos Class A (RKT, 7.3%). Compared with Q2 2025, it opened 1 new position. The biggest buy was a new position in Klarna (KLAR).
- Most Recent 13F
- Q2 2026
- Location
- MENLO PARK, CA
- CIK
- 0001787727
- Portfolio Value
- $1.2B (Q3 2025)
- SEC Filing
- 0001104659-25-110327 ↗ filed Nov 12, 2025
Holdings Value
Holdings 7 stocks · $1.2B
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 75.20% | 55,781,448 | $893.1M | No change |
| KLAR Klarna Group PLC | 11.87% | 3,844,736 | $140.9M | New |
| RKT Rocket Cos Inc. Class A | 7.26% | 4,450,000 | $86.2M | No change |
| PTON Peloton Interactive Inc. Class A | 1.93% | 2,541,626 | $22.9M | No change |
| TOST Toast Inc. Class A | 1.92% | 625,000 | $22.8M | No change |
| GTLB Gitlab Inc. Class A | 1.23% | 325,000 | $14.7M | No change |
| GDRX Goodrx Holdings Inc. Class A | 0.59% | 1,653,566 | $7.0M | No change |
Portfolio Sells Q2 2025 → Q3 2025
| None this quarter. | |||
Portfolio Buys Q2 2025 → Q3 2025
| KLAR Klarna Group PLC | New | 11.87% | +11.87 |
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 |