$1.14 Billion is the total value of Technology Crossover Management VIII, Ltd.'s 7 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 12.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPOT | Spotify Technologies, S.A. | $559,529,582 | -3.7% | 3,618,272 | 0.0% | 49.14% | +8.2% | |
| PAYO | Payoneer Global, Inc. | $255,186,350 | +27.2% | 41,697,116 | 0.0% | 22.41% | +43.0% | |
| NFLX | Sell | Netflix, Inc. | $163,123,200 | -48.6% | 432,000 | -40.0% | 14.33% | -42.2% |
| Z | Zillow Group, Inc.capital ** | $126,247,600 | -8.2% | 2,735,000 | 0.0% | 11.09% | +3.2% | |
| ZG | Zillow Group, Inc. | $17,214,454 | -9.0% | 384,337 | 0.0% | 1.51% | +2.3% | |
| Buy | Nerdy, Inc. | $14,614,227 | -8.8% | 3,949,791 | +2.8% | 1.28% | +2.5% | |
| Rent the Runway Inc | $2,688,145 | -65.6% | 3,949,669 | 0.0% | 0.24% | -61.4% | ||
| Exit | Nerdy, Inc.warrant | $0 | – | -614,444 | -100.0% | -0.05% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Netflix, Inc. | 28 | Q3 2023 | 68.5% |
| Zillow Group, Inc. | 28 | Q3 2023 | 7.6% |
| Zillow Group, Inc. | 21 | Q3 2023 | 15.9% |
| Spotify Technology S.A. | 12 | Q3 2023 | 54.8% |
| Spotify Technology S.A. | 10 | Q4 2020 | 66.5% |
| Payoneer Global, Inc. | 10 | Q3 2023 | 29.0% |
| Nerdy, Inc. | 9 | Q3 2023 | 3.8% |
| Rent the Runway Inc | 8 | Q3 2023 | 2.2% |
| Zillow, Inc. | 7 | Q2 2018 | 37.6% |
| Rover Group Inc | 7 | Q1 2023 | 4.4% |
View Technology Crossover Management VIII, Ltd.'s complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| Rent the Runway, Inc. | February 08, 2022 | 3,949,669 | 6.6% |
| ROVER GROUP, INC. | February 07, 2022 | 8,194,447 | 4.7% |
| Payoneer Global Inc. | July 06, 2021 | 41,697,116 | 12.3% |
View Technology Crossover Management VIII, Ltd.'s complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-09 |
| 13F-HR | 2023-11-13 |
| 4 | 2023-10-02 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-10 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-14 |
View Technology Crossover Management VIII, Ltd.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.