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Technology Crossover Management VIII, Ltd.

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

Q1 2026 · Filed 2026-05-08
Market Value
$297M
-27.3%
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 55.52% 46.98% +8.55% $165M
NRDY 1.08% 1.00% +0.08% $3M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
Z 38.04% 45.61% -7.56% $113M
ZG 5.35% 6.41% -1.06% $16M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Technology 56.6%
Communication Services 43.4%

Market Cap Concentration

TierHoldingsValueWeight
Mid Cap 2 $129M 43.4%
Small Cap 1 $165M 55.5%
Micro Cap 1 $3M 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 PAYO 55.52% 34,197,116 $165M $4.83 -$27M
2 Z 38.04% 2,735,000 $113M $41.38 -$73M
3 ZG 5.35% 384,337 $16M $41.39 -$10M
4 NRDY 1.08% 3,949,791 $3M $0.82 -$884K
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