Technology Crossover Management VIII, Ltd. Activity Q4 2016-Q3 2023

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Q3 2023

			Value		Shares		↓ Weighting
NFLX	Sell	Netflix, Inc.	$163,123,200	-48.6%	432,000	-40.0%	14.33%	-42.2%
	Buy	Nerdy, Inc.	$14,614,227	-8.8%	3,949,791	+2.8%	1.28%	+2.5%
	Exit	Nerdy, Inc.warrant	$0	–	-614,444	–	-0.05%	–

Q2 2023

			Value		Shares		↓ Weighting
SPOT	New	Spotify Technologies, S.A.	$580,913,570	–	3,618,272	–	45.40%	–
NFLX	New	Netflix, Inc.	$317,152,800	–	720,000	–	24.79%	–
PAYO	New	Payoneer Global, Inc.	$200,563,128	–	41,697,116	–	15.68%	–
Z	New	Zillow Group, Inc.capital**	$137,461,100	–	2,735,000	–	10.74%	–
ZG	New	Zillow Group, Inc.	$18,909,380	–	384,337	–	1.48%	–
	New	Nerdy, Inc.	$16,025,956	–	3,843,155	–	1.25%	–
	New	Rent the Runway Inc	$7,820,345	–	3,949,669	–	0.61%	–
	New	Nerdy, Inc.warrant	$656,631	–	614,444	–	0.05%	–

Q4 2022

			Value		Shares		↓ Weighting
EGHT	Exit	8x8, Inc.	$0	–	-690,137	–	-0.27%	–
	Exit	Nerdy, Inc.	$0	–	-3,843,155	–	-0.93%	–
	Exit	Rent the Runway Inc	$0	–	-3,949,669	–	-1.00%	–
ZG	Exit	Zillow Group, Inc.	$0	–	-384,337	–	-1.26%	–
	Exit	Rover Group Inc	$0	–	-8,194,447	–	-3.15%	–
Z	Exit	Zillow Group, Inc.capital **	$0	–	-2,735,000	–	-9.00%	–
NFLX	Exit	Netflix, Inc.	$0	–	-720,000	–	-19.49%	–
PAYO	Exit	Payoneer Global, Inc.	$0	–	-41,697,116	–	-29.00%	–
SPOT	Exit	Spotify Technologies, S.A.	$0	–	-3,618,272	–	-35.90%	–

Q2 2022

			Value		Shares		↓ Weighting
SPOT	New	Spotify Technologies, S.A.	$339,502,000	–	3,618,272	–	43.38%	–
PAYO	New	Payoneer Global, Inc.	$163,453,000	–	41,697,116	–	20.89%	–
NFLX	New	Netflix, Inc.	$125,906,000	–	720,000	–	16.09%	–
Z	New	Zillow Group, Inc.capital**	$86,836,000	–	2,735,000	–	11.10%	–
	New	Rover Group Inc	$30,811,000	–	8,194,447	–	3.94%	–
ZG	New	Zillow Group, Inc.	$12,226,000	–	384,337	–	1.56%	–
	New	Rent the Runway Inc	$12,125,000	–	3,949,669	–	1.55%	–
	New	Nerdy, Inc.	$8,186,000	–	3,843,155	–	1.05%	–
EGHT	New	8x8, Inc.	$3,554,000	–	690,137	–	0.45%	–

Q4 2021

			Value		Shares		↓ Weighting
ZG	Exit	Zillow Group, Inc.	$0	–	-384,337	–	-1.21%	–
	Exit	Nerdy, Inc.	$0	–	-3,843,155	–	-1.36%	–
	Exit	Rover Group Inc	$0	–	-9,198,343	–	-4.43%	–
Z	Exit	Zillow Group, Inc.capital**	$0	–	-2,735,000	–	-8.55%	–
PAYO	Exit	Payoneer Global, Inc.	$0	–	-41,697,116	–	-12.64%	–
ABNB	Exit	Airbnb, Inc.	$0	–	-2,718,500	–	-16.17%	–
NFLX	Exit	Netflix, Inc.	$0	–	-900,000	–	-19.48%	–
SPOT	Exit	Spotify Technologies, S.A.	$0	–	-4,522,840	–	-36.15%	–

Q3 2021

			Value		Shares		↓ Weighting
ABNB	Buy	Airbnb, Inc.	$456,028,000	+305.0%	2,718,500	+269.7%	16.17%	+280.4%
	New	Rover Group Inc	$125,005,000	–	9,198,343	–	4.43%	–
	New	Nerdy, Inc.	$38,393,000	–	3,843,155	–	1.36%	–

Q2 2021

			Value		Shares		↓ Weighting
SPOT	New	Spotify Technologies, S.A.	$1,246,449,000	–	4,522,840	–	47.07%	–
NFLX	New	Netflix, Inc.	$475,389,000	–	900,000	–	17.95%	–
PAYO	New	Payoneer Global, Inc.	$432,399,000	–	41,697,116	–	16.33%	–
Z	New	Zillow Group, Inc.capital**	$334,272,000	–	2,735,000	–	12.62%	–
ABNB	New	Airbnb, Inc.	$112,603,000	–	735,294	–	4.25%	–
ZG	New	Zillow Group, Inc.	$47,093,000	–	384,337	–	1.78%	–

Q4 2020

			Value		Shares		↓ Weighting
ZG	Exit	Zillow Group, Inc.	$0	–	-384,337	–	-2.09%	–
Z	Exit	Zillow Group, Inc.capital**	$0	–	-2,735,000	–	-14.91%	–
NFLX	Exit	Netflix, Inc.	$0	–	-900,000	–	-24.14%	–
	Exit	Spotify Technology S.A.	$0	–	-4,522,840	–	-58.86%	–

Q2 2020

			Value		Shares		↓ Weighting
	New	Spotify Technology S.A.	$1,167,752,000	–	4,522,840	–	66.46%	–
NFLX	New	Netflix, Inc.	$409,536,000	–	900,000	–	23.31%	–
Z	New	Zillow Group, Inc.capital**	$157,563,000	–	2,735,000	–	8.97%	–
ZG	New	Zillow Group, Inc.	$22,092,000	–	384,337	–	1.26%	–

Q4 2019

			Value		Shares		↓ Weighting
ZG	Exit	Zillow Group, Inc.	$0	–	-384,337	–	-1.34%	–
Z	Exit	Zillow Group, Inc.capital**	$0	–	-2,735,000	–	-9.60%	–
NFLX	Exit	Netflix, Inc.	$0	–	-900,000	–	-28.36%	–
	Exit	Spotify Technology S.A.	$0	–	-4,522,840	–	-60.70%	–

Q2 2019

			Value		Shares		↓ Weighting
	New	Spotify Technology S.A.	$661,330,000	–	4,522,840	–	58.20%	–
NFLX	New	Netflix, Inc.	$330,588,000	–	900,000	–	29.09%	–
Z	New	Zillow Group, Inc.	$126,877,000	–	2,735,000	–	11.16%	–
ZG	New	Zillow Group, Inc.	$17,587,000	–	384,337	–	1.55%	–

Q4 2018

			Value		Shares		↓ Weighting
ZG	Exit	Zillow Group, Inc.	$0	–	-384,337	–	-1.26%	–
Z	Exit	Zillow Group, Inc.	$0	–	-1,885,000	–	-6.19%	–
AVLR	Exit	Avalara, Inc.	$0	–	-2,633,024	–	-6.83%	–
NFLX	Exit	Netflix, Inc.	$0	–	-900,000	–	-25.00%	–
	Exit	Spotify Technology S.A.	$0	–	-4,522,840	–	-60.72%	–

Q3 2018

			Value		Shares		↓ Weighting
	New	Spotify Technology S.A.	$817,865,000	–	4,522,840	–	60.72%	–
AVLR	Sell	Avalara, Inc.	$91,972,000	-34.6%	2,633,024	-0.0%	6.83%	-32.6%
Z	New	Zillow Group, Inc.	$83,411,000	–	1,885,000	–	6.19%	–
Z	Exit	Zillow Group, Inc.	$0	–	-1,885,000	–	-8.02%	–
SPOT	Exit	Spotify Technology S.A.	$0	–	-4,522,840	–	-54.82%	–

Q2 2018

			Value		Shares		↓ Weighting
SPOT	New	Spotify Technology S.A.	$760,923,000	–	4,522,840	–	54.82%	–
NFLX	New	Netflix, Inc.	$352,287,000	–	900,000	–	25.38%	–
AVLR	New	Avalara, Inc.	$140,525,000	–	2,633,025	–	10.12%	–
Z	New	Zillow Group, Inc.	$111,328,000	–	1,885,000	–	8.02%	–
ZG	New	Zillow Group, Inc.	$22,964,000	–	384,337	–	1.65%	–

Q4 2017

			Value		Shares		↓ Weighting
ZG	Exit	Zillow Group, Inc.	$0	–	-273,438	–	-6.06%	–
Z	Exit	Zillow, Inc.	$0	–	-1,341,089	–	-29.78%	–
NFLX	Exit	Netflix, Inc.	$0	–	-640,434	–	-64.15%	–

Q3 2017

			Value		Shares		↓ Weighting
NFLX	Sell	Netflix, Inc.	$116,143,000	-13.6%	640,434	-28.8%	64.15%	+17.2%
Z	Sell	Zillow, Inc.	$53,925,000	-41.6%	1,341,089	-28.9%	29.78%	-20.8%
ZG	Sell	Zillow Group, Inc.	$10,979,000	-41.5%	273,438	-28.9%	6.06%	-20.6%

Q2 2017

			Value		Shares		↓ Weighting
NFLX	New	Netflix, Inc.	$134,469,000	–	900,000	–	54.75%	–
Z	New	Zillow, Inc.	$92,384,000	–	1,885,000	–	37.61%	–
ZG	New	Zillow Group, Inc.	$18,771,000	–	384,337	–	7.64%	–

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