SEC 13F Intelligence

Managers / Q1 2026

Technology Crossover Management VIII, Ltd.

CIK 0001626282 · C/O TCV, 250 MIDDLEFIELD ROAD, MENLO PARK, CA, 94025 · 650-614-8200

Reported Value
$298M
Q1 2026
Positions
5
Filings on Record
30
2019–present window
Filed
May 8, 2026
original filing

Summary

Technology Crossover Management Viii, Ltd. reported $298M in U.S.-listed holdings across 5 positions for Q1 2026.

The portfolio is heavily concentrated: PAYO alone accounts for 55.3% of reported value.

The book was largely unchanged from Q4 2025.

Portfolio Metrics

Turnover
0.0%
vs prior filed quarter
Largest Position
+55.3%
Payoneer Global

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $935MQ4 ’18Q1 ’19: $1.1BQ2 ’19: $1.1BQ3 ’19: $849MQ4 ’19: $1.1BQ4 ’19Q1 ’20: $999MQ2 ’20: $1.8BQ3 ’20: $1.9BQ4 ’20: $2.5BQ4 ’20Q1 ’21: $2.2BQ2 ’21: $2.6BQ3 ’21: $2.8BQ4 ’21: $2.3BQ4 ’21Q1 ’22: $1.3BQ2 ’22: $783MQ3 ’22: $870MQ4 ’22: $868MQ4 ’22Q1 ’23: $1.2BQ2 ’23: $1.3BQ3 ’23: $1.1BQ4 ’23: $1.1BQ4 ’23Q1 ’24: $900MQ2 ’24: $892MQ3 ’24: $929MQ4 ’24: $581MQ4 ’24Q1 ’25: $470MQ2 ’25: $460MQ3 ’25: $452MQ4 ’25: $411MQ4 ’25Q1 ’26: $298Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 100.0%
  • Common Stock · 100.0% · $298M

Quarter-over-Quarter Changes full breakdown →

vs Q4 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
ZZillow Group, Inc.HELD+02.73M−$73M$113M
PAYOPayoneer Global, Inc.HELD+034.20M−$27M$165M
ZGZillow Group, Inc.HELD+0384.3K−$10M$16M
NRDYNerdy, Inc.HELD+03.95M−$883,964$3M
RENTRent the Runway IncHELD+0197.5K−$618,116$943,959

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2026

4 positions
Export to Excel
#IssuerClass% PortfolioValue ↓Shares
1PAYOPayoneer Global, Inc.history →Common55.35%$165M34.20M
2ZZillow Group, Inc.Capital * · Common **43.25%$129M3.12M
3NRDYNerdy, Inc.history →Common1.08%$3M3.95M
4RENTRent the Runway IncCommon0.32%$943,959197.5K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$298M5May 8, 202613F-HRchanges · EDGAR ↗
Q4 2025$411M5Feb 6, 202613F-HRchanges · EDGAR ↗
Q3 2025$452M5Nov 12, 202513F-HRchanges · EDGAR ↗
Q2 2025$460M5Aug 13, 202513F-HRchanges · EDGAR ↗
Q1 2025$470M6May 9, 202513F-HRchanges · EDGAR ↗
Q4 2024$581M5Feb 11, 202513F-HRchanges · EDGAR ↗
Q3 2024$929M6Nov 13, 202413F-HRchanges · EDGAR ↗
Q2 2024$892M6Aug 12, 202413F-HRchanges · EDGAR ↗
Q1 2024$900M6May 13, 202413F-HRchanges · EDGAR ↗
Q4 2023$1.1B7Feb 9, 202413F-HRchanges · EDGAR ↗
Q3 2023$1.1B7Nov 13, 202313F-HRchanges · EDGAR ↗
Q2 2023$1.3B8Aug 11, 202313F-HRchanges · EDGAR ↗
Q1 2023$1.2B9May 12, 202313F-HRchanges · EDGAR ↗
Q4 2022$868M10Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$870M9Nov 10, 202213F-HRchanges · EDGAR ↗
Q2 2022$783M9Aug 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$1.3B9May 16, 202213F-HRchanges · EDGAR ↗
Q4 2021$2.3B9Feb 14, 202213F-HRchanges · EDGAR ↗
Q3 2021$2.8B8Nov 15, 202113F-HRchanges · EDGAR ↗
Q2 2021$2.6B6Aug 16, 202113F-HRchanges · EDGAR ↗
Q1 2021$2.2B5May 17, 202113F-HRchanges · EDGAR ↗
Q4 2020$2.5B5Feb 16, 202113F-HRchanges · EDGAR ↗
Q3 2020$1.9B4Nov 16, 202013F-HRchanges · EDGAR ↗
Q2 2020$1.8B4Aug 14, 202013F-HRchanges · EDGAR ↗
Q1 2020$999M4May 15, 202013F-HRchanges · EDGAR ↗
Q4 2019$1.1B4Feb 14, 202013F-HRchanges · EDGAR ↗
Q3 2019$849M4Nov 14, 201913F-HRchanges · EDGAR ↗
Q2 2019$1.1B4Aug 14, 201913F-HRchanges · EDGAR ↗
Q1 2019$1.1B4May 14, 201913F-HRchanges · EDGAR ↗
Q4 2018$935M5Feb 14, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.