Q4 2025 · 13F-HR
Technology Crossover Management X, Ltd.holdings as filed
Filed 2026-02-06 · accession 0001104659-26-011496
$1.00B
Reported value
6
Positions
2025-12-31
Period end
The Brief · Technology Crossover Management X, Ltd. · Q4 2025
AI · grounded in 13F
Technology Crossover Management X, Ltd. closed its position in Toast, Inc. TOST, reducing its holdings by $22.8M. The fund accumulated shares of Gitlab, Inc. GTLB, increasing its position by 491.4%. Additionally, the fund trimmed its stake in Nu Holdings Limited NU by 23.7%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| G6683N103 | NU | Nu Holdings Limited | $712.7M | 71.1% | 42,574,870 | Common | SOLE |
| G5279N105 | KLAR | Klarna Group PLC | $111.2M | 11.1% | 3,844,736 | Common | SOLE |
| 77311W101 | RKT | Rocket Companies Inc. | $86.2M | 8.60% | 4,450,000 | Common | SOLE |
| 37637K108 | GTLB | Gitlab, Inc. | $72.1M | 7.20% | 1,922,114 | Common | SOLE |
| 70614W100 | PTON | Peloton Interactive, Inc. | $15.7M | 1.56% | 2,541,626 | Common | SOLE |
| 38246G108 | GDRX | GoodRX Holdings, Inc. | $4.5M | 0.45% | 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.