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Technology Crossover Management IX, Ltd.

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

Q1 2026 · Filed 2026-05-08
Market Value
$752M
-33.3%
Holdings
6
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
SRAD 64.99% 61.56% +3.43% $489M
TRIP 3.23% 2.95% +0.29% $24M
PTON 2.10% 2.01% +0.09% $16M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
LZ 12.36% 14.44% -2.08% $93M
Z 16.77% 18.44% -1.67% $126M
ZG 0.55% 0.61% -0.05% $4M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Technology 65.0%
Communication Services 17.3%
Industrials 12.4%
Consumer Cyclical 5.3%

Market Cap Concentration

TierHoldingsValueWeight
Mid Cap 4 $635M 84.4%
Small Cap 2 $117M 15.6%

Portfolio Analytics

Avg Market Cap
$4.3B
Median Market Cap
$3.1B
Avg P/E
99.4
Median P/E
100.6
Avg Dividend Yield
—%
Avg Beta
1.75
# Stocks
6
# ETFs / Funds
0

Top Holdings (6 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 SRAD 64.99% 29,203,147 $489M $16.74 -$205M
2 Z 16.77% 3,047,614 $126M $41.38 -$82M
3 LZ 12.36% 16,396,313 $93M $5.67 -$70M
4 TRIP 3.23% 2,281,000 $24M $10.66 -$9M
5 PTON 2.10% 3,676,413 $16M $4.29 -$7M
6 ZG 0.55% 100,000 $4M $41.39 -$3M
View SEC EDGAR Filings for Technology Crossover Management IX, Ltd. →

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