Technology Crossover Management VIII, Ltd. — 13F Holdings & Portfolio
CIK 1626282 · latest 13F-HR filed 2026-08-07
Technology Crossover Management VIII, Ltd. manages $346.0M in 13F-reported U.S. long-equity assets across 5 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are PAYO (70.37%), Z (24.92%), ZG (3.48%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 0 new positions, exited 0, added to 2, and trimmed 3.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
250 MIDDLEFIELD ROAD
MENLO PARK, CA 94025
$346.0M
Long-equity book
5
Distinct positions
2026-06-30
Filed 2026-08-07
+0 / −0 / ↑2 / ↓3
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- Payoneer Global, Inc.$78.3M +47.4%
- Nerdy, Inc.$394.6K +12.2%
Top Trims
- Zillow Group, Inc.-$27.0M -23.8%
- Zillow Group, Inc.-$3.9M -24.2%
- Rent the Runway Inc-$321.9K -34.1%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | Payoneer Global, Inc. | PAYO | 70451X104 | $243.5M | 70.37% | 34,197,116 | SH |
| 2 | Zillow Group, Inc. | Z | 98954M200 | $86.2M | 24.92% | 2,735,000 | SH |
| 3 | Zillow Group, Inc. | ZG | 98954M101 | $12.1M | 3.48% | 384,337 | SH |
| 4 | Nerdy, Inc. | NRDY | 64081V109 | $3.6M | 1.05% | 3,949,791 | SH |
| 5 | Rent the Runway Inc | RENT | 76010Y202 | $622.1K | 0.18% | 197,481 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-07 | $346.0M | 5 | 0001104659-26-092683 |
| 2026-03-31 | 2026-05-08 | $298.4M | 5 | 0001104659-26-057878 |
| 2025-12-31 | 2026-02-06 | $410.7M | 5 | 0001104659-26-011490 |