Technology Crossover Management X, Ltd.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 8, 2026), Technology Crossover Management X, Ltd. reported 6 stock positions worth $781.3 million. Its top holding was Nu Holdings Ltd./Cayman Isl-A (NU) at 78.3% of the portfolio, followed by Rocket Cos Class A (RKT, 8.1%) and Klarna (KLAR, 6.4%). Its holdings were unchanged from Q4 2025.
- Most Recent 13F
- Q2 2026
- Location
- MENLO PARK, CA
- CIK
- 0001787727
- Portfolio Value
- $781.3M (Q1 2026)
- SEC Filing
- 0001104659-26-057889 ↗ filed May 8, 2026
Holdings Value
Holdings 6 stocks · $781.3M
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 78.31% | 42,574,870 | $611.8M | No change |
| RKT Rocket Cos Inc. Class A | 8.12% | 4,450,000 | $63.4M | No change |
| KLAR Klarna Group PLC | 6.44% | 3,844,736 | $50.3M | No change |
| GTLB Gitlab Inc. Class A | 5.32% | 1,922,114 | $41.6M | No change |
| PTON Peloton Interactive Inc. Class A | 1.40% | 2,541,626 | $10.9M | No change |
| GDRX Goodrx Holdings Inc. Class A | 0.41% | 1,653,566 | $3.2M | No change |
Portfolio Sells Q4 2025 → Q1 2026
| None this quarter. | |||
Portfolio Buys Q4 2025 → Q1 2026
| 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 |