Technology Crossover Management X, Ltd. Long-Term Concentrated

Name: Technology Crossover Management X, Ltd. Q3 2025 13F Filing | 13F Explorer
Creator: Technology Crossover Management X, Ltd.
Published: 2025-11-12

Location: Menlo Park, CA

CIK: 0001787727 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 12, 2025

Total Value: $1.188B (100.0% shares, 0.0% debt)

Holdings (7)

NU Nu Holdings Limited 75.2%

Value $893M Shares 55,781,448 Est. Cost $7.71 Unrealized +81.0%

KLAR Klarna Group PLC 11.9%

Value $141M Shares 3,844,736 Est. Cost $42.59 Unrealized 0.0%

RKT Rocket Companies Inc. 7.3%

Value $86.24M Shares 4,450,000 Est. Cost $17.73 Unrealized -1.7%

PTON Peloton Interactive, Inc. 1.9%

Value $22.87M Shares 2,541,626 Est. Cost $104.80 Unrealized -92.9%

TOST Toast, Inc. 1.9%

Value $22.82M Shares 625,000 Est. Cost $54.68 Unrealized -20.6%

GTLB Gitlab, Inc. 1.2%

Value $14.65M Shares 325,000 Est. Cost $102.34 Unrealized -55.3%

GDRX GoodRX Holdings, Inc. 0.6%

Value $6.995M Shares 1,653,566 Est. Cost $41.69 Unrealized -89.5%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
NU	Nu Holdings Limited	55,781,448	$893M	75.2%	$7.71	+81.0%	Common	G6683N103
KLAR	Klarna Group PLC	3,844,736	$141M	11.9%	$42.59	0.0%	Common	G5279N105
RKT	Rocket Companies Inc.	4,450,000	$86.24M	7.3%	$17.73	-1.7%	Common	77311W101
PTON	Peloton Interactive, Inc.	2,541,626	$22.87M	1.9%	$104.80	-92.9%	Common *	70614W100
TOST	Toast, Inc.	625,000	$22.82M	1.9%	$54.68	-20.6%	Common	888787108
GTLB	Gitlab, Inc.	325,000	$14.65M	1.2%	$102.34	-55.3%	Common	37637K108
GDRX	GoodRX Holdings, Inc.	1,653,566	$6.995M	0.6%	$41.69	-89.5%	Common	38246G108