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Technology Crossover Management IX, Ltd.

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

Q3 2025 · Filed 2025-11-12
Market Value
$1.3B
+2.1%
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
LZ 13.42% 11.77% +1.66% $170M
Z 18.52% 17.19% +1.32% $235M
PTON 2.61% 2.05% +0.55% $33M
TRIP 2.92% 2.40% +0.53% $37M
ZG 0.59% 0.55% +0.04% $7M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SRAD 61.94% 66.04% -4.10% $786M

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 $1.1B 83.7%
Small Cap 2 $207M 16.3%

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 61.94% 29,203,147 $786M $26.90 -$34M
2 Z 18.52% 3,047,614 $235M $77.05 $21M
3 LZ 13.42% 16,396,313 $170M $10.38 $24M
4 TRIP 2.92% 2,281,000 $37M $16.26 $7M
5 PTON 2.61% 3,676,413 $33M $9.00 $8M
6 ZG 0.59% 100,000 $7M $74.44 $595K
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