Technology Crossover Management VIII, Ltd.
Follow13F filer, CIK 1626282, MENLO PARK, CA
Technology Crossover Management VIII, Ltd. reported $928,967,945 across 6 holdings for the quarter ended 2024-09-30, in a 13F-HR filed 2024-11-13.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001104659-24-117671
- Period
- 2024-09-30
- Reported value
- $929M
- Holdings
- 6
- Top 10 weight
- 100%
- New
- 1
- Sold out
- 1
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| RENTnew | +197,481 | $1.9M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| SPOTreduced | -500,000 | -$184M |
| Rent the Runway, Inc.exited | -197,481 | -$3.47M |
| PAYOreduced | -1 | -$7 |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Holdings, Q3 2024
Share positions as resolved from 13F-HR 0001104659-24-117671, largest first. % of portfolio is the value over $928,967,945, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| SPOTSPOTIFY TECHNOLOGY S A | 1,114,618 | $411M | 44.22% | -500,000 | Timeline | ||
| PAYOPAYONEER GLOBAL INC | 41,697,115 | $314M | 33.8% | -1 | Timeline | ||
| ZZILLOW GROUP INC | 2,735,000 | $175M | 18.8% | 0 | Timeline | ||
| ZGZILLOW GROUP INC | 384,337 | $23.8M | 2.56% | 0 | Timeline | ||
| NRDYNERDY INC | 3,949,791 | $3.88M | 0.42% | 0 | Timeline | ||
| RENTRENT THE RUNWAY INC | 197,481 | $1.9M | 0.2% | new | Timeline |
Sold out in Q3 2024
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| Rent the Runway, Inc.Rent the Runway, Inc. | 197,481 | $3.47M | shares |
How Q3 2024 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001104659-24-117671 | base | 2024-11-13 | acceptance time not in the bulk data set |