$1.35 Billion is the total value of Technology Crossover Management VIII, Ltd.'s 5 reported holdings in Q3 2018. The portfolio turnover from Q2 2018 to Q3 2018 was 80.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| New | Spotify Technology S.A. | $817,865,000 | – | 4,522,840 | +100.0% | 60.72% | – | |
| NFLX | Netflix, Inc. | $336,717,000 | -4.4% | 900,000 | 0.0% | 25.00% | -1.5% | |
| 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 | +100.0% | 6.19% | – |
| ZG | Zillow Group, Inc. | $16,988,000 | -26.0% | 384,337 | 0.0% | 1.26% | -23.8% | |
| Z | Exit | Zillow Group, Inc. | $0 | – | -1,885,000 | -100.0% | -8.02% | – |
| SPOT | Exit | Spotify Technology S.A. | $0 | – | -4,522,840 | -100.0% | -54.82% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-11-14
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.