Data as of Q4 2025 (Dec 31, 2025)

Technology Crossover Management X, Ltd.

โ€ขCIK: 1787727โ€ขFiling: Q4 2025

**Technology Crossover Management X, Ltd.** manages $1.0B across a concentrated portfolio of six positions. The fund exhibits significant conviction in the financial sector, with AIG representing the largest holding at $712.7M. Further notable allocations include JHG at $111.2M and RKT at $86.2M. This structure suggests a targeted, high-conviction approach across select technology and financial crossover names.

Total AUM
$1.0B
QoQ Performance
-15.6%
Positions
6
Top 10 Concentration
100.0%
Latest Filing
Q4 2025

Top Holdings Allocation

NU
Klar
RKT
GTLB
NU71.1%
Klarna11.1%
RKT8.6%
GTLB7.2%
PTON1.6%
GDRX0.4%

๐Ÿ“ˆ Biggest Buys

GTLB
Gitlab, Inc.
+491.4%
7.2% of portfolio

๐Ÿ“‰ Biggest Sells

NU
Nu Holdings Limited
-23.7%
71.1% of portfolio

Sector Breakdown

Other100.0%

๐Ÿšช Exited Positionssold since Q3 2025

TOST
Toast, Inc.
SOLD
$22.8M

Changes from Q3 2025

โ†‘1 increased
โ†“1 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023