☆Technology Crossover Management VIII, Ltd.
Quality Q
0.792
AUM ($M)
346
Positions
5
Turnover
0.15
Top-10 wt
100%
Herfindahl
0.559
History (qtrs)
6
Excess Return
—
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Holdings · 5 positions · portfolio value $346M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆PAYO funds › | Payoneer Global, Inc. | HOLD | — | 70.4% | +15.0% | 243.5 | 34,197,116 | +0 | 5 | — |
| ☆Z funds › | Zillow Group, Inc. | HOLD | — | 24.9% | -13.0% | 86.2 | 2,735,000 | +0 | 5 | — |
| ☆ZG funds › | Zillow Group, Inc. | HOLD | — | 3.5% | -1.8% | 12.1 | 384,337 | +0 | 5 | — |
| ☆NRDY funds › | Nerdy, Inc. | HOLD | — | 1.0% | -0.0% | 3.6 | 3,949,791 | +0 | 5 | — |
| ☆RENT funds › | Rent the Runway Inc | HOLD | — | 0.2% | -0.1% | 0.6 | 197,481 | +0 | 5 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 346 | 5 | 0.15 | 100% | 0.559 | 0.792 | — | in |
| 2026Q1 | 298 | 5 | 0.09 | 100% | 0.453 | 0.859 | — | in |
| 2025Q4 | 411 | 5 | 0.01 | 100% | 0.430 | 0.921 | — | in |
| 2025Q3 | 452 | 5 | 0.06 | 100% | 0.431 | 0.898 | — | in |
| 2025Q2 | 460 | 5 | 0.02 | 100% | 0.437 | 0.933 | — | entered |
| 2025Q1 | 470 | 6 | 0.00 | 100% | 0.446 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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