Technology Crossover Management X, Ltd. — 13F Holdings & Portfolio
CIK 1787727 · latest 13F-HR filed 2026-08-07
Technology Crossover Management X, Ltd. manages $795.2M in 13F-reported U.S. long-equity assets across 6 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are NU (71.53%), KLAR (9.79%), RKT (8.81%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 0 new positions, exited 0, added to 5, and trimmed 1.
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
$795.2M
Long-equity book
6
Distinct positions
2026-06-30
Filed 2026-08-07
+0 / −0 / ↑5 / ↓1
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- Klarna Group PLC$27.5M +54.6%
- Gitlab, Inc.$17.1M +41.1%
- Rocket Companies Inc.$6.7M +10.5%
- Peloton Interactive, Inc.$4.1M +37.8%
- GoodRX Holdings, Inc.$1.5M +46.9%
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 | Nu Holdings Limited | NU | G6683N103 | $568.8M | 71.53% | 42,574,870 | SH |
| 2 | Klarna Group PLC | KLAR | G5279N105 | $77.8M | 9.79% | 3,844,736 | SH |
| 3 | Rocket Companies Inc. | RKT | 77311W101 | $70.1M | 8.81% | 4,450,000 | SH |
| 4 | Gitlab, Inc. | GTLB | 37637K108 | $58.7M | 7.38% | 1,922,114 | SH |
| 5 | Peloton Interactive, Inc. | PTON | 70614W100 | $15.0M | 1.89% | 2,541,626 | SH |
| 6 | GoodRX Holdings, Inc. | GDRX | 38246G108 | $4.8M | 0.60% | 1,653,566 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-07 | $795.2M | 6 | 0001104659-26-092692 |
| 2026-03-31 | 2026-05-08 | $781.3M | 6 | 0001104659-26-057889 |
| 2025-12-31 | 2026-02-06 | $1.00B | 6 | 0001104659-26-011496 |