Technology Crossover Management VIII, Ltd. holds a concentrated book of 5 stocks worth $346.0M as of Q2 2026 (disclosed Aug 7, 2026, a ~38-day 13F lag). Their largest long position is Payoneer Global Inc at 70% of the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Other tracked managers holding the same core names as Technology Crossover Management VIII, Ltd.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 5 / 5 | $711.3M |
| VANGUARD CAPITAL MANAGEMENT LLC | 5 / 5 | $469.3M |
| STATE STREET CORP | 5 / 5 | $193.2M |
| GEODE CAPITAL MANAGEMENT, LLC | 5 / 5 | $187.1M |
| MORGAN STANLEY | 5 / 5 | $154.6M |
| UBS Group AG | 5 / 5 | $147.6M |
| GOLDMAN SACHS GROUP INC | 5 / 5 | $96.0M |
| JPMORGAN CHASE & CO | 5 / 5 | $69.6M |
Ranked by the share of each fund's own book sitting in the names it shares with Technology Crossover Management VIII, Ltd.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded — they hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Payoneer Global, Inc. Common | $243.5M | 34.20M | 70.4% | —Held | |
| 2 | Zillow Group, Inc. Capital * | $86.2M | 2.73M | 24.9% | —Held | |
| 3 | Zillow Group, Inc. Common ** | $12.1M | 384.3K | 3.5% | —Held | |
| 4 | Nerdy, Inc. Common | $3.6M | 3.95M | 1.0% | —Held | |
| 5 | Rent the Runway Inc Common | $622K | 197.5K | 0.2% | —Held |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1626282/holdings"
Use Arkolith to show Technology Crossover Management VIII, Ltd.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.