Technology Crossover Management VIII, Ltd.
โขCIK: 1626282โขFiling: Q4 2025
**Technology Crossover Management VIII, Ltd.** manages $411M across a concentrated portfolio of five positions. The fund exhibits significant conviction in its top two holdings, allocating $192.2M to PAYO and $186.6M to Z. These two names alone account for approximately 91.5% of the reported assets. The remaining allocation is diversified across ZG, NRDY, and RENT, signaling a focused, high-conviction approach within the technology sector.
Total AUM
$410.7M
QoQ Performance
-9.2%
Positions
4
Top 10 Concentration
100.0%
Latest Filing
Q4 2025
Top Holdings Allocation
PAYO
Z
ZG
PAYO46.8%
Z45.4%
ZG6.4%
NRDY1.0%
RENT0.4%
๐ Biggest Buys
No new positions or increases this quarter
๐ Biggest Sells
No reductions this quarter
Sector Breakdown
Other100.0%
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023