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Technology Crossover Management VIII, Ltd.

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

Q4 2025 · Filed 2026-02-06
Market Value
$409M
-9.3%
Holdings
4
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
PAYO 46.98% 45.85% +1.13% $192M
ZG 6.41% 6.34% +0.07% $26M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
Z 45.61% 46.70% -1.10% $187M
NRDY 1.00% 1.10% -0.10% $4M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Technology 56.6%
Communication Services 43.4%

Market Cap Concentration

TierHoldingsValueWeight
Mid Cap 2 $213M 52.0%
Small Cap 1 $192M 47.0%
Micro Cap 1 $4M 1.0%

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 PAYO 46.98% 34,197,116 $192M $5.62 -$15M
2 Z 45.61% 2,735,000 $187M $68.22 -$24M
3 ZG 6.41% 384,337 $26M $68.23 -$2M
4 NRDY 1.00% 3,949,791 $4M $1.04 -$869K
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