Technology Crossover Management X
MENLO PARK, CAfiles as Technology Crossover Management X, Ltd.
$795m in 6 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 6.8% of the portfolio this quarter.
Value
$795m
Stocks
6
Top 10 share
100.0%
Turnover
6.8%
What changed this quarter
New
Bought for the first time this quarter.
None this quarter.
Added
Bought more of a stock they already held.
None this quarter.
Cut
Sold some of their stake.
None this quarter.
Sold out
Sold their entire stake.
None this quarter.
Holdings
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Nu HoldingsNU | 71.5% | $569m | 42,574,870 | Held |
| Klarna GroupKLAR | 9.8% | $78m | 3,844,736 | Held |
| Rocket CompaniesRKT | 8.8% | $70m | 4,450,000 | Held |
| GitlabGTLB | 7.4% | $59m | 1,922,114 | Held |
| Peloton InteractivePTON | 1.9% | $15m | 2,541,626 | Held |
| GoodRx HoldingsGDRX | 0.6% | $5m | 1,653,566 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 11.3% since 30 June 2025.
Where the money is
Financial services90.1%
Technology8.0%
Retail & consumer1.9%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.