DOSSIER · 13F-HR · Q1 2026

Technology Crossover Management X, Ltd.

Technology Crossover X's hedge fund based in San Francisco, CA — $781M in tracked AUM across 6 positions as of Q1 2026.

TC

Technology Crossover X·San Francisco, CA·Hedge Fund

CIK 0001787727 · last filed Mar 31, 2026

Total AUM

$781M

▲ 6.8%

vs prior

Holdings

6

—

positions

Whale Score

75

75

strong

Activity

—

no data

changes this Q

Top sector

Tech

43% weight

concentration

AI Analysis · Q1 2026 · Q1 2026

Comprehensive Analysis of SEC 13F Filing: Technology Crossover Management X, Ltd.

Portfolio Overview

Technology Crossover Management X, Ltd. presents a highly concentrated, high-conviction portfolio as of the reporting period ended September 30, 2025. The firm manages approximately $1.16 billion in assets across a mere six holdings, signaling a strategy focused on high-selectivity rather than broad diversification. The portfolio experienced significant growth during the quarter, increasing...

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.

#HoldingValueSharesWeight

01

Nu Holdings Limited

$612M42.6M78.3%

02

Rocket Companies Inc.

$63M4.5M8.1%

03

Klarna Group PLC

$50M3.8M6.4%

04

Gitlab, Inc.

$42M1.9M5.3%

05

Peloton Interactive, Inc.

$11M2.5M1.4%

06

GoodRX Holdings, Inc.

$3M1.7M0.4%

Filing history

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