Technology Crossover Management X, Ltd.
Technology Crossover Management X, Ltd. reported 6 US-listed holdings worth $795.2 million in its 13F for the quarter ended 30 June 2026, filed 7 August 2026. Its largest: Nu Holdings Ltd. (71.5%), Klarna Group PLC (9.8%) and Rocket Cos Inc. (8.8%). Against the quarter before, it opened 0 positions, added to 0, trimmed 0 and sold out of 0.
The 6 largest of its 6 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned -8.6% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Nu Holdings Ltd. NU | 42.6M | $568.8 million | 71.53% | no change |
| Klarna Group PLC KLAR | 3.8M | $77.8 million | 9.79% | no change |
| Rocket Cos Inc. RKT | 4.5M | $70.1 million | 8.81% | no change |
| Gitlab Inc. GTLB | 1.9M | $58.7 million | 7.38% | no change |
| Peloton Interactive, Inc. PTON | 2.5M | $15.0 million | 1.89% | no change |
| Goodrx Hldgs Inc. GDRX | 1.7M | $4.8 million | 0.60% | no change |