Technology Crossover Fund Focuses on LegalZoom.com & Zillow Group
As of June 30, 2026, Technology Crossover Management Ix Ltd.'s portfolio is heavily concentrated in two top holdings: LegalZoom.com (LZ) and Zillow Group Inc. (Z), despite investments across three sectors.
Technology Crossover Management Ix, Ltd., an investment vehicle focused on technology crossover opportunities, maintains a significant concentration in its portfolio as of June 30, 2026.
The fund's largest position is LegalZoom.com (LZ), accounting for 14.57% of the total holdings value. This substantial allocation underscores the firm's confidence in this legal services technology company. The second-largest holding is Zillow Group Inc. (Z), representing a considerable 13.92% allocation, highlighting the crossover fund's exposure to the real estate technology sector.
These two positions alone make up nearly one-third of Technology Crossover Management Ix Ltd.'s portfolio value as of June 30, 2026. The remaining assets are distributed across three other stocks: TripAdvisor Inc. (TRIP), Peloton Interactive Inc. (PTON), and Zillow Group Inc. (ZG). While these holdings contribute to diversification within the fund's chosen sectors, they collectively represent a smaller portion of the total value.
The portfolio is allocated across three distinct sectors: Industrials, Communication Services, and Consumer Cyclical. As of June 30, 2026, each sector holds approximately one-third (39.77%, 39.25%, and 20.97% respectively) of the fund's total value.
Notably, there have been no changes in the number of shares held for any positions within Technology Crossover Management Ix Ltd.'s portfolio since the previous reporting period ending June 30, 2025. This stability suggests a long-term investment stance on these core holdings and indicates that neither LegalZoom.com (LZ) nor Zillow Group Inc. (Z), among others, experienced significant shifts in share count during this time.
In summary, Technology Crossover Management Ix Ltd.'s portfolio strategy appears to be focused on specific technology-enabled businesses within its target sectors. The top two holdings by weight are LegalZoom.com and Zillow Group Inc., while the overall allocation remains diversified across three key sectors but heavily weighted towards these prominent companies.