2026 Q2 Portfolio Activity
In 2026 Q2, Technology Crossover Management X, Ltd. maintained a portfolio of 6 distinct positions.
Position History
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Total Positions
6
Quarter
2026 Q2
Top Holding
NU (71.5%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-6 of 6
Technology Crossover Management X, Ltd. Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
NU
Nu Holdings Lim...
|
Financial Services | 71.53% | 78.31% |
#1
Prev: #1
|
7.0 |
—
|
no change | no change |
P
S
|
42,574,870 | $568,800,263 |
$7.33
+85.0%
|
2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | ||
|
N/A
Klarna Group PL...
|
|
Unknown | 9.79% | 6.44% |
#2
1
Prev: #3
|
6.4 |
—
|
no change | no change |
P
S
|
3,844,736 | $77,817,457 | — | 13F Filing | 2026-06-30 | 2026-08-07 | ||
|
RKT
Rocket Companie...
|
Financial Services | 8.81% | 8.12% |
#3
1
Prev: #2
|
5.5 |
—
|
no change | no change |
P
S
|
4,450,000 | $70,087,500 |
$16.99
-17.5%
|
2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | ||
|
GTLB
Gitlab, Inc.
|
Technology | 7.38% | 5.32% |
#4
Prev: #4
|
4.5 |
—
|
no change | no change |
P
S
|
1,922,114 | $58,682,140 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
PTON
Peloton Interac...
|
Consumer Cyclical | 1.89% | 1.40% |
#5
Prev: #5
|
2.3 |
—
|
no change | no change |
P
S
|
2,541,626 | $15,021,010 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
GDRX
GoodRX Holdings...
|
Healthcare | 0.60% | 0.41% |
#6
Prev: #6
|
1.2 |
—
|
no change | no change |
P
S
|
1,653,566 | $4,762,270 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 |
Showing 1-6 of 6 holdings