Q4 2023 · 13F-HR
Technology Crossover Management VIII, Ltd.holdings as filed
Filed 2024-02-09 · accession 0001104659-24-013427
$1.12B
Reported value
7
Positions
2023-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| L8681T102 | SPOT | Spotify Technologies, S.A. | $492.0M | 44.1% | 2,618,272 | Common | SOLE |
| 70451X104 | PAYO | Payoneer Global, Inc. | $217.2M | 19.5% | 41,697,116 | Common | SOLE |
| 64110L106 | NFLX | Netflix, Inc. | $210.3M | 18.9% | 432,000 | Common | SOLE |
| 98954M200 | Z | Zillow Group, Inc. | $158.2M | 14.2% | 2,735,000 | Common | SOLE |
| 98954M101 | ZG | Zillow Group, Inc. | $21.8M | 1.95% | 384,337 | Common | SOLE |
| 64081V109 | NRDY | Nerdy, Inc. | $13.5M | 1.21% | 3,949,791 | Common | SOLE |
| 76010Y103 | — | Rent the Runway Inc | $2.1M | 0.19% | 3,949,669 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.