Q2 2025 · 13F-HR
Technology Crossover Management X, Ltd.holdings as filed
Filed 2025-08-13 · accession 0001104659-25-077532
$896.6M
Reported value
6
Positions
2025-06-30
Period end
The Brief · Technology Crossover Management X, Ltd. · Q2 2025
AI · grounded in 13F
Technology Crossover Management X, Ltd. established a new position in Nu Holdings Limited NU valued at $765.3M. The fund also opened new stakes in Rocket Companies Inc. RKT for $63.1M and Toast, Inc. TOST for $27.7M. Additional new positions include Peloton Interactive, Inc. PTON, Gitlab, Inc. GTLB, and GoodRX Holdings, Inc. GDRX.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| G6683N103 | NU | Nu Holdings Limited | $765.3M | 85.4% | 55,781,448 | Common | SOLE |
| 77311W101 | RKT | Rocket Companies Inc. | $63.1M | 7.04% | 4,450,000 | Common | SOLE |
| 888787108 | TOST | Toast, Inc. | $27.7M | 3.09% | 625,000 | Common | SOLE |
| 70614W100 | PTON | Peloton Interactive, Inc. | $17.6M | 1.97% | 2,541,626 | Common | SOLE |
| 37637K108 | GTLB | Gitlab, Inc. | $14.7M | 1.64% | 325,000 | Common | SOLE |
| 38246G108 | GDRX | GoodRX Holdings, Inc. | $8.2M | 0.92% | 1,653,566 | 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.