Technology Crossover Management X, Ltd.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 6, 2026), 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 71.1% of the portfolio, followed by Klarna (KLAR, 11.1%) and Rocket Cos Class A (RKT, 8.6%). Compared with Q3 2025, it sold out of 1, added to 1 and reduced 1. The biggest buy was Gitlab Class A (GTLB, shares +491%) and the biggest sale Nu Holdings Ltd./Cayman Isl-A (NU, shares −24%).
- Most Recent 13F
- Q2 2026
- Location
- MENLO PARK, CA
- CIK
- 0001787727
- Portfolio Value
- $1.0B (Q4 2025)
- SEC Filing
- 0001104659-26-011496 ↗ filed Feb 6, 2026
Holdings Value
Holdings 6 stocks · $1.0B
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 71.11% | 42,574,870 | $712.7M | Reduce -23.7% |
| KLAR Klarna Group PLC | 11.09% | 3,844,736 | $111.2M | No change |
| RKT Rocket Cos Inc. Class A | 8.60% | 4,450,000 | $86.2M | No change |
| GTLB Gitlab Inc. Class A | 7.20% | 1,922,114 | $72.1M | Add +491.4% |
| PTON Peloton Interactive Inc. Class A | 1.56% | 2,541,626 | $15.7M | No change |
| GDRX Goodrx Holdings Inc. Class A | 0.45% | 1,653,566 | $4.5M | No change |
Portfolio Sells Q3 2025 → Q4 2025
Portfolio Buys Q3 2025 → Q4 2025
| GTLB Gitlab Inc. Class A | Add +491.4% | 7.20% | +5.96 |
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 |