Technology Crossover Management X, Ltd.

Quarterly 13F snapshot: US-listed longs only, no performance figures — 13F data cannot support them.

Reported portfolio value by quarter (23 quarters reported)

$1.19B $333M

Q4 20 Q1 22 Q2 23 Q3 24 Q4 25 Q2 26

$432M in Q4 2020 → $795M now. Hover for any quarter.

Holdings

As reported for the quarter ended June 30, 2026. Activity is the change in share count since the prior quarter's filing.

Holding	% of portfolio	Activity	Shares	Value
Nu Holdings Limited	71.5%	Unchanged	42,574,870	$569M
Klarna Group PLC	9.8%	Unchanged	3,844,736	$77.8M
Rocket Companies Inc.	8.8%	Unchanged	4,450,000	$70.1M
Gitlab, Inc.	7.4%	Unchanged	1,922,114	$58.7M
Peloton Interactive, Inc.	1.9%	Unchanged	2,541,626	$15M
Goodrx Holdings, Inc.	0.6%	Unchanged	1,653,566	$4.76M

What changed each quarter, from the filings' own share counts. Largest moves first; most recent 8 quarters.

quarter ended June 30, 2026 · filed August 07, 2026

No position changes this quarter.

quarter ended March 31, 2026 · filed May 08, 2026

No position changes this quarter.

quarter ended December 31, 2025 · filed February 06, 2026

Company	Action	Shares changed	Value of change	% of portfolio
Nu Holdings Limited	Trimmed	−13,206,578	−$221M	71.1%
Gitlab, Inc.	Added	+1,597,114	+$59.9M	7.2%
Toast, Inc.	Exited	−625,000	−$22.8M	—

quarter ended September 30, 2025 · filed November 12, 2025

Company	Action	Shares changed	Value of change	% of portfolio
Klarna Group PLC	New	+3,844,736	+$141M	11.9%

quarter ended June 30, 2025 · filed August 13, 2025

No position changes this quarter.

quarter ended March 31, 2025 · filed May 09, 2025

No position changes this quarter.

quarter ended December 31, 2024 · filed February 11, 2025

Company	Action	Shares changed	Value of change	% of portfolio
Nu Holdings Limited	Trimmed	−13,945,362	−$144M	82.7%

quarter ended September 30, 2024 · filed November 13, 2024

No position changes this quarter.

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