Technology Crossover Management XI, Ltd. filed Q1 2026 13F: SPOT leads a $581.7M portfolio

Filed: 2026-05-08 · Report date: 2026-03-31 · Form: 13F-HR

Source: SEC EDGAR filing

Portfolio overview

Portfolio value: $581.7M
Holdings: 2
Previous quarter: 2025-12-31

Top 5 holdings

SPOT — $484.9M (83.4%)
ZG — $96.7M (16.6%)

Biggest trims

SPOT — -$95.8M (now $484.9M)
ZG — -$62.8M (now $96.7M)

Methodology note

13F filings are public quarterly disclosures with up to a 45-day lag from quarter-end. Numbers here reflect the manager's disclosed long US equity positions only; they are not a real-time portfolio, do not include derivatives or short positions, and are not actual fund NAV. Not investment advice.

Full case file: https://worldsmartmoney.com/manager/tcv

This article: https://worldsmartmoney.com/news/tcv-2026-03-31-057893

English thread

Tweet 1/4 · 174 chars

Technology Crossover Management XI, Ltd. filed Q1 2026 13F.

Portfolio: $581.7M (2 holdings)
Top: SPOT $484.9M (83.4%)

https://worldsmartmoney.com/news/tcv-2026-03-31-057893

Tweet 2/4 · 61 chars

Top 5 holdings:

1. SPOT $484.9M (83.4%)
2. ZG $96.7M (16.6%)

Tweet 3/4 · 45 chars

📉 Biggest trims:
  SPOT -$95.8M
  ZG -$62.8M

Tweet 4/4 · 234 chars

Source: SEC 13F (≤45-day disclosure lag, not real-time, not fund NAV).

SEC: https://www.sec.gov/Archives/edgar/data/1977402/000110465926057893/0001104659-26-057893-index.htm
WSM: https://worldsmartmoney.com/news/tcv-2026-03-31-057893

Chinese thread

Tweet 1/4 · 155 chars

Technology Crossover Management XI, Ltd. 更新 2026 Q1 13F

组合：$581.7M（2 只持仓）
第一持仓：SPOT $484.9M（83.4%）

https://worldsmartmoney.com/news/tcv-2026-03-31-057893

Tweet 2/4 · 52 chars

前 5 大持仓：

1. SPOT $484.9M（83.4%）
2. ZG $96.7M（16.6%）

Tweet 3/4 · 36 chars

📉 减仓最多：
  SPOT -$95.8M
  ZG -$62.8M

Tweet 4/4 · 203 chars

来源：SEC 13F（最多滞后 45 天公开，非实时，不代表基金净值）

SEC 原文：https://www.sec.gov/Archives/edgar/data/1977402/000110465926057893/0001104659-26-057893-index.htm
WSM 解读：https://worldsmartmoney.com/news/tcv-2026-03-31-057893

13F is a quarterly disclosure with up to 45-day lag. Not real-time, not fund NAV, not investment advice.