$868 Million is the total value of Technology Crossover Management VIII, Ltd.'s 10 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 11.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPOT | Spotify Technologies, S.A. | $285,662,574 | -8.5% | 3,618,272 | 0.0% | 32.90% | -8.3% | |
| PAYO | Payoneer Global, Inc. | $228,083,225 | -9.6% | 41,697,116 | 0.0% | 26.27% | -9.4% | |
| NFLX | Netflix, Inc. | $212,313,600 | +25.2% | 720,000 | 0.0% | 24.46% | +25.5% | |
| Z | Zillow Group, Inc.capital ** | $88,094,350 | +12.6% | 2,735,000 | 0.0% | 10.15% | +12.8% | |
| Sell | Rover Group Inc | $18,146,120 | -33.7% | 4,944,447 | -39.7% | 2.09% | -33.6% | |
| Rent the Runway Inc | $12,046,490 | +38.6% | 3,949,669 | 0.0% | 1.39% | +38.9% | ||
| ZG | Zillow Group, Inc. | $11,995,158 | +9.0% | 384,337 | 0.0% | 1.38% | +9.2% | |
| Nerdy, Inc. | $8,647,099 | +6.6% | 3,843,155 | 0.0% | 1.00% | +6.9% | ||
| EGHT | 8x8, Inc. | $2,981,392 | +25.2% | 690,137 | 0.0% | 0.34% | +25.2% | |
| New | Nerdy, Inc.warrant | $182,384 | – | 614,444 | +100.0% | 0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-14
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.