$1.26 Billion is the total value of Technology Crossover Management VIII, Ltd.'s 9 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 22.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPOT | Spotify Technologies, S.A. | $546,431,000 | -35.5% | 3,618,272 | 0.0% | 43.43% | +20.5% | |
| NFLX | Netflix, Inc. | $269,705,000 | -37.8% | 720,000 | 0.0% | 21.44% | +16.1% | |
| PAYO | Payoneer Global, Inc. | $185,969,000 | -39.3% | 41,697,116 | 0.0% | 14.78% | +13.3% | |
| Z | Zillow Group, Inc.capital** | $134,808,000 | -22.8% | 2,735,000 | 0.0% | 10.71% | +44.2% | |
| Rover Group Inc | $47,282,000 | -40.8% | 8,194,447 | 0.0% | 3.76% | +10.5% | ||
| Rent the Runway Inc | $27,213,000 | -15.5% | 3,949,669 | 0.0% | 2.16% | +57.9% | ||
| Sell | Nerdy, Inc. | $19,562,000 | -78.3% | 3,843,155 | -80.8% | 1.56% | -59.5% | |
| ZG | Zillow Group, Inc. | $18,537,000 | -22.5% | 384,337 | 0.0% | 1.47% | +44.7% | |
| EGHT | New | 8x8, Inc. | $8,689,000 | – | 690,137 | +100.0% | 0.69% | – |
| ABNB | Exit | Airbnb, Inc. | $0 | – | -2,174,800 | -100.0% | -15.41% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-16
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.