Arkolith/Funds/Technology Crossover Management X, Ltd.

Technology Crossover Management X, Ltd.

CIK 1787727
Holdings as of Jun 30, 2026·disclosed Aug 7, 2026·~38-day 13F lag·13F-HR
Active Filer

Technology Crossover Management X, Ltd. holds a concentrated book of 6 stocks worth $795.2M as of Q2 2026 (disclosed Aug 7, 2026, a ~38-day 13F lag). Their largest long position is Nu Holdings Ltd/cayman Isl-A at 72% of the equity book.

Opened
0
bought for the first time
no new positions
Added to
0
already held, bought more
no adds
Trimmed
0
sold some, still holds it
no trims
Sold out
0
exited the position entirely
nothing exited

Concentration

Top-heavy: concentrated book

Top 5 holdings
99%
Top 10 holdings
100%
Top 20 holdings
100%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

100% mapped to company sectors

Financials
90%
Information Technology
8%
Consumer Discretionary
2%

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.

Funds with the most overlap

Other tracked managers holding the same core names as Technology Crossover Management X, Ltd.

Manager / fundShared namesTheir $ in those
BlackRock, Inc.6 / 6$6.2B
MORGAN STANLEY6 / 6$2.4B
STATE STREET CORP6 / 6$1.8B
FMR LLC6 / 6$1.5B
JPMORGAN CHASE & CO6 / 6$1.5B
PRICE T ROWE ASSOCIATES INC /MD/6 / 6$1.2B
GEODE CAPITAL MANAGEMENT, LLC6 / 6$841.8M
GOLDMAN SACHS GROUP INC6 / 6$692.0M

Ranked by how many of Technology Crossover Management X, Ltd.'s top 6 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

6 positions
#SecurityValueShares% PortLast moveHistory
1Nu Holdings Limited
Common
$568.8M42.57M
71.5%
Held
2Klarna Group PLC
Common
$77.8M3.84M
9.8%
Held
3Rocket Companies Inc.
Common
$70.1M4.45M
8.8%
Held
4Gitlab, Inc.
Common
$58.7M1.92M
7.4%
Held
5Peloton Interactive, Inc.
Common *
$15.0M2.54M
1.9%
Held
6GoodRX Holdings, Inc.
Common
$4.8M1.65M
0.6%
Held
Showing all 6 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 7, 20266$795.2M13F-HR
Q1 2026Mar 31, 2026May 8, 20266$781.3M13F-HR
Q4 2025Dec 31, 2025Feb 6, 20266$1.0B13F-HR
Q3 2025Sep 30, 2025Nov 12, 20257$1.2B13F-HR

Data source

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.