Technology Crossover Management VIII, Ltd. — 13F Holdings & Portfolio
CIK 1626282 · latest 13F-HR filed 2026-05-08
Technology Crossover Management VIII, Ltd. manages $298.4M in 13F-reported U.S. long-equity assets across 5 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are PAYO (55.35%), Z (37.92%), ZG (5.33%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 0 new positions, exited 0, added to 0, and trimmed 5.
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.
$298.4M
Long-equity book
5
Distinct positions
2026-03-31
Filed 2026-05-08
+0 / −0 / ↑0 / ↓5
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Trims
- Zillow Group, Inc.-$73.4M -39.3%
- Payoneer Global, Inc.-$27.0M -14.1%
- Zillow Group, Inc.-$10.3M -39.3%
- Nerdy, Inc.-$884.0K -21.5%
- Rent the Runway Inc-$618.1K -39.6%
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 | $165.2M | 55.35% | 34,197,116 | SH |
| 2 | Zillow Group, Inc. | Z | 98954M200 | $113.2M | 37.92% | 2,735,000 | SH |
| 3 | Zillow Group, Inc. | ZG | 98954M101 | $15.9M | 5.33% | 384,337 | SH |
| 4 | Nerdy, Inc. | NRDY | 64081V109 | $3.2M | 1.08% | 3,949,791 | SH |
| 5 | Rent the Runway Inc | RENT | 76010Y202 | $944.0K | 0.32% | 197,481 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-08 | $298.4M | 5 | 0001104659-26-057878 |
| 2025-12-31 | 2026-02-06 | $410.7M | 5 | 0001104659-26-011490 |