Q2 2025 · 13F-HR
Technology Crossover Management VIII, Ltd.holdings as filed
Filed 2025-08-13 · accession 0001104659-25-077527
$459.6M
Reported value
5
Positions
2025-06-30
Period end
The Brief · Technology Crossover Management VIII, Ltd. · Q2 2025
AI · grounded in 13F
Technology Crossover Management VIII, Ltd. established a new position in Payoneer Global, Inc. PAYO valued at $234.3M. The fund also initiated a position in Zillow Group, Inc. through both Z at $191.6M and ZG at $26.3M. Additional new holdings include Nerdy, Inc. NRDY at $6.4M and Rent the Runway Inc RENT at $1.0M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 70451X104 | PAYO | Payoneer Global, Inc. | $234.3M | 51.0% | 34,197,116 | Common | SOLE |
| 98954M200 | Z | Zillow Group, Inc. | $191.6M | 41.7% | 2,735,000 | Common | SOLE |
| 98954M101 | ZG | Zillow Group, Inc. | $26.3M | 5.73% | 384,337 | Common | SOLE |
| 64081V109 | NRDY | Nerdy, Inc. | $6.4M | 1.40% | 3,949,791 | Common | SOLE |
| 76010Y202 | RENT | Rent the Runway Inc | $1.0M | 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.