$2.35 Billion is the total value of Technology Crossover Management VIII, Ltd.'s 9 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 12.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPOT | Sell | Spotify Technologies, S.A. | $846,784,000 | -16.9% | 3,618,272 | -20.0% | 36.04% | -0.3% |
| NFLX | Sell | Netflix, Inc. | $433,757,000 | -21.0% | 720,000 | -20.0% | 18.46% | -5.3% |
| ABNB | Sell | Airbnb, Inc. | $362,082,000 | -20.6% | 2,174,800 | -20.0% | 15.41% | -4.7% |
| PAYO | Payoneer Global, Inc. | $306,474,000 | -14.0% | 41,697,116 | 0.0% | 13.04% | +3.1% | |
| Z | Zillow Group, Inc.capital** | $174,630,000 | -27.6% | 2,735,000 | 0.0% | 7.43% | -13.1% | |
| Buy | Nerdy, Inc. | $90,137,000 | +134.8% | 20,030,528 | +421.2% | 3.84% | +181.6% | |
| Sell | Rover Group Inc | $79,896,000 | -36.1% | 8,194,447 | -10.9% | 3.40% | -23.3% | |
| New | Rent the Runway Inc | $32,190,000 | – | 3,949,669 | +100.0% | 1.37% | – | |
| ZG | Zillow Group, Inc. | $23,913,000 | -29.8% | 384,337 | 0.0% | 1.02% | -15.7% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-14
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.