AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of SEC 13F Filing: Technology Crossover Management VIII, Ltd.
1. Portfolio Overview
Technology Crossover Management VIII, Ltd. (TCM) presents a highly concentrated investment portfolio with a total market value of approximately $452.18 million as of September 30, 2025. The portfolio is characterized by extreme concentration, comprising only five holdings. This lack of diversification suggests a high-conviction strategy where the firm allocates substantial capital to ...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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