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Technology Crossover Management VIII, Ltd.

C/O TCV 250 MIDDLEFIELD ROAD, MENLO PARK, CA 94025 • 650-614-8200

Q2 2025 · Filed 2025-08-13
Market Value
$459M
-2.2%
Holdings
5
New Purchases
0
Added To
0
Closed
1
Reduced
0
Top 10 Concentration
100.0%
Turnover
20.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
Z 41.78% 39.99% +1.79% $192M
ZG 5.74% 5.48% +0.26% $26M
NRDY 1.40% 1.20% +0.21% $6M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
PAYO 51.08% 53.31% -2.23% $234M
EGHT 0.00% 0.02% -0.02% $0

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Technology 56.6%
Communication Services 43.4%

Market Cap Concentration

TierHoldingsValueWeight
Mid Cap 2 $218M 47.5%
Small Cap 2 $234M 51.1%
Micro Cap 1 $6M 1.4%

Portfolio Analytics

Avg Market Cap
$3.9B
Median Market Cap
$1.7B
Avg P/E
123.1
Median P/E
142.5
Avg Dividend Yield
—%
Avg Beta
1.75
# Stocks
5
# ETFs / Funds
0

Top Holdings (5 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 PAYO 51.08% 34,197,116 $234M $6.85 -$16M
2 Z 41.78% 2,735,000 $192M $70.05 $4M
3 ZG 5.74% 384,337 $26M $68.49 $626K
4 NRDY 1.40% 3,949,791 $6M $1.63 $829K
5 EGHT —% -$102K -50,958 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
EGHT —%
View SEC EDGAR Filings for Technology Crossover Management VIII, Ltd. →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms