$900 Million is the total value of Technology Crossover Management VIII, Ltd.'s 6 reported holdings in Q1 2024. The portfolio turnover from Q4 2023 to Q1 2024 was 14.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPOT | Sell | Spotify Technologies, S.A. | $532,621,981 | +8.3% | 2,018,272 | -22.9% | 59.18% | +34.2% |
| PAYO | Payoneer Global, Inc. | $202,647,984 | -6.7% | 41,697,116 | 0.0% | 22.52% | +15.6% | |
| Z | Zillow Group, Inc.capital ** | $133,413,300 | -15.7% | 2,735,000 | 0.0% | 14.82% | +4.5% | |
| ZG | Zillow Group, Inc. | $18,394,369 | -15.6% | 384,337 | 0.0% | 2.04% | +4.6% | |
| Nerdy, Inc. | $11,493,892 | -15.2% | 3,949,791 | 0.0% | 1.28% | +5.1% | ||
| Rent the Runway Inc | $1,364,216 | -34.5% | 3,949,669 | 0.0% | 0.15% | -18.7% | ||
| NFLX | Exit | Netflix, Inc. | $0 | – | -432,000 | -100.0% | -18.86% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-05-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Zillow Group, Inc. | 31 | Q2 2024 | 7.6% |
| Netflix, Inc. | 29 | Q4 2023 | 68.5% |
| Zillow Group, Inc. | 24 | Q2 2024 | 15.9% |
| Spotify Technology S.A. | 15 | Q2 2024 | 59.2% |
| Payoneer Global, Inc. | 13 | Q2 2024 | 29.0% |
| Nerdy, Inc. | 12 | Q2 2024 | 3.8% |
| Rent the Runway Inc | 11 | Q2 2024 | 2.2% |
| Spotify Technology S.A. | 10 | Q4 2020 | 66.5% |
| 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 |
|---|---|
| N-PX | 2024-08-30 |
| 13F-HR | 2024-08-12 |
| 13F-HR | 2024-05-13 |
| 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 |
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.