Q3 2025 · 13F-HR
Technology Crossover Management VIII, Ltd.holdings as filed
Filed 2025-11-12 · accession 0001104659-25-110319
$452.2M
Reported value
5
Positions
2025-09-30
Period end
The Brief · Technology Crossover Management VIII, Ltd. · Q3 2025
AI · grounded in 13F
Technology Crossover Management VIII, Ltd. established a new position in Zillow Group, Inc. Z valued at $210.7M. The fund also initiated a position in Payoneer Global, Inc. PAYO for $206.9M. Additional new holdings include Zillow Group, Inc. ZG at $28.6M and Nerdy, Inc. NRDY at $5M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 98954M200 | Z | Zillow Group, Inc. | $210.7M | 46.6% | 2,735,000 | Common | SOLE |
| 70451X104 | PAYO | Payoneer Global, Inc. | $206.9M | 45.8% | 34,197,116 | Common | SOLE |
| 98954M101 | ZG | Zillow Group, Inc. | $28.6M | 6.33% | 384,337 | Common | SOLE |
| 64081V109 | NRDY | Nerdy, Inc. | $5.0M | 1.10% | 3,949,791 | Common | SOLE |
| 76010Y202 | RENT | Rent the Runway Inc | $973,581 | 0.22% | 197,481 | 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.