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Technology Crossover Management VIII, Ltd.

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

Q3 2025 · Filed 2025-11-12
Market Value
$451M
-1.6%
Holdings
4
-1
New Purchases
0
Added To
0
Closed
0
Reduced
0
Top 10 Concentration
100.0%
Turnover
0.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
Z 46.70% 41.78% +4.93% $211M
ZG 6.34% 5.74% +0.60% $29M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
PAYO 45.85% 51.08% -5.23% $207M
NRDY 1.10% 1.40% -0.30% $5M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Technology 56.6%
Communication Services 43.4%

Market Cap Concentration

TierHoldingsValueWeight
Mid Cap 2 $239M 53.0%
Small Cap 1 $207M 45.9%
Micro Cap 1 $5M 1.1%

Portfolio Analytics

Avg Market Cap
$4.8B
Median Market Cap
$5.2B
Avg P/E
102.9
Median P/E
142.5
Avg Dividend Yield
—%
Avg Beta
1.73
# Stocks
4
# ETFs / Funds
0

Top Holdings (4 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 Z 46.70% 2,735,000 $211M $77.05 $19M
2 PAYO 45.85% 34,197,116 $207M $6.05 -$27M
3 ZG 6.34% 384,337 $29M $74.44 $2M
4 NRDY 1.10% 3,949,791 $5M $1.26 -$1M
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