Q2 2026 13F · SEC CIK 1626282
Technology Crossover Management VIII, Ltd.
Investment managerFiled 2026-08-07 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $346.0M
- Reported positions
- 5
- Top holdings a year, 3 yrs
- +16.0%
- Average holding period
- 5.5 yrs
Technology Crossover Management VIII, Ltd. is an investment manager that reported 5 positions worth $346.0M in its Q2 2026 13F, filed 2026-08-07. Its largest holdings were Payoneer Global Inc (PAYO, 70.4%), Zillow Group Inc (Z, 24.9%), Zillow Group Inc (ZG, 3.5%). A portfolio copying its top holdings returned 16.0% a year over the last 3 years, against 22.3% for the S&P 500.
Technology Crossover Management VIII, Ltd. holdings all 5 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| PAYOPayoneer Global Inc | 70.4% | +0.0% | $243.5M |
| ZZillow Group Inc | 24.9% | +0.0% | $86.2M |
| ZGZillow Group Inc | 3.5% | +0.0% | $12.1M |
| NRDYNerdy, Inc. | 1.0% | +0.0% | $3.6M |
| RENTRent the Runway Inc | 0.2% | +0.0% | $622K |
What Technology Crossover Management VIII, Ltd. bought and sold in Q2 2026, against Q1 2026.
New positions
No new positions among the largest holdings.
Added to
No position grew by more than 5%.
Reduced
No position shrank by more than 5%.
Sold out
Nothing sold out.
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- -20.9% /yr
- S&P 500 +11.7%
- 3 years
- +16.0% /yr
- S&P 500 +22.3%
- 5 years
- -1.4% /yr
- S&P 500 +10.6%
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $346.0M | 5 |
| Q1 2026 | $298.4M | 5 |
| Q4 2025 | $410.7M | 5 |
| Q3 2025 | $452.2M | 5 |
| Q2 2025 | $459.6M | 5 |
| Q1 2025 | $469.8M | 6 |
| Q4 2024 | $581.2M | 5 |
| Q3 2024 | $929.0M | 6 |
| Q2 2024 | $891.9M | 6 |
| Q1 2024 | $899.9M | 6 |
| Q4 2023 | $1.1B | 7 |
| Q3 2023 | $1.1B | 7 |
Questions about Technology Crossover Management VIII, Ltd.'s portfolio
What stocks does Technology Crossover Management VIII, Ltd. own?
Technology Crossover Management VIII, Ltd.'s latest 13F, for Q2 2026 and filed Aug 7, 2026, lists 5 positions worth $346.0M. The largest are Payoneer Global Inc (PAYO) at 70.4%, Zillow Group Inc (Z) at 24.9%, Zillow Group Inc (ZG) at 3.5%, Nerdy, Inc. (NRDY) at 1.0% and Rent the Runway Inc (RENT) at 0.2%.
What did Technology Crossover Management VIII, Ltd. buy last quarter?
Technology Crossover Management VIII, Ltd. opened no new positions and grew none by more than 5% among its largest holdings in Q2 2026.
What did Technology Crossover Management VIII, Ltd. sell last quarter?
Technology Crossover Management VIII, Ltd. sold out of nothing and cut no large position by more than 5% in Q2 2026.
How has Technology Crossover Management VIII, Ltd.'s portfolio performed?
A portfolio copying Technology Crossover Management VIII, Ltd.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +16.0% a year over the last 3 years, against +22.3% for the S&P 500. Over 1 year: -20.9% against +11.7%. Over 5 years: -1.4% a year against +10.6%.
When is Technology Crossover Management VIII, Ltd.'s next 13F filing due?
13F filings are due 45 days after each quarter ends. Technology Crossover Management VIII, Ltd.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.