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Technology Crossover Management X, Ltd. — 13F Holdings & Portfolio

CIK 1787727 · latest 13F-HR filed 2026-05-08

Backtest portfolio

Technology Crossover Management X, Ltd. manages $781.3M in 13F-reported U.S. long-equity assets across 6 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are NU (78.31%), RKT (8.12%), KLAR (6.44%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 0 new positions, exited 0, added to 0, and trimmed 6.

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.

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AUM

$781.3M

Long-equity book

Holdings

6

Distinct positions

Period

2026-03-31

Filed 2026-05-08

Q/Q Activity

+0 / −0 / ↑0 / ↓6

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • No increased positions.
Show all 0 →

Top Trims

  • Nu Holdings Limited-$100.9M -14.2%
  • Klarna Group PLC-$60.8M -54.7%
  • Gitlab, Inc.-$30.5M -42.3%
  • Rocket Companies Inc.-$22.7M -26.4%
  • Peloton Interactive, Inc.-$4.8M -30.4%
Show all 6 →

New Positions

  • No new positions this quarter.
Show all 0 →

Exited Positions

  • No exits this quarter.
Show all 0 →
All Holdings

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 $611.8M 78.31% 42,574,870 SH
2 Rocket Companies Inc. RKT 77311W101 $63.4M 8.12% 4,450,000 SH
3 Klarna Group PLC KLAR G5279N105 $50.3M 6.44% 3,844,736 SH
4 Gitlab, Inc. GTLB 37637K108 $41.6M 5.32% 1,922,114 SH
5 Peloton Interactive, Inc. PTON 70614W100 $10.9M 1.40% 2,541,626 SH
6 GoodRX Holdings, Inc. GDRX 38246G108 $3.2M 0.41% 1,653,566 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-08 $781.3M 6 0001104659-26-057889
2025-12-31 2026-02-06 $1.00B 6 0001104659-26-011496