TFJ Management, LLC
CIK: 0002056069Latest portfolio: $138.9M · Q4 2025
Holdings
10
Total Value
$138.9M
New Positions
1
Closed Positions
1
Top Holdings
| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | APPAPPLOVIN CORP | 52,865 | $35.6M | 25.65% | -1,623 | |
| 2 | OPLNOPENLANE INC | 752,220 | $22.4M | 16.13% | +134K | |
| 3 | CPNGCOUPANG INC | 844,182 | $19.9M | 14.34% | +64K | |
| 4 | CWANCLEARWATER ANALYTICS HLDGS I | 683,114 | $16.5M | 11.86% | +326K | |
| 5 | GTLBGITLAB INC | 402,815 | $15.1M | 10.88% | +182K | |
| 6 | ACVAACV AUCTIONS INC | 1,236,430 | $9.9M | 7.14% | +181K | |
| 7 | APPFAPPFOLIO INC | 36,166 | $8.4M | 6.06% | +2K | |
| 8 | RSKDRISKIFIED LTD | 1,394,074 | $6.9M | 4.99% | — | |
| 9 | HGVHILTON GRAND VACATIONS INC | 48,030 | $2.1M | 1.55% | -218,141 | |
| 10 | CLVTCLARIVATE PLC | 585,250 | $2.0M | 1.41% | NEW |
Quarterly Changes
Sector Breakdown
Technology0.0% ($356211647615117824.0T)
Consumer Cyclical0.0% ($224011991.5T)
Filing History
Fund Information
TFJ Management, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $138.9M across 10 holdings. The largest position is APPLOVIN CORP (APP), representing 25.6% of the portfolio. Compared to the previous quarter, the fund opened 1 new positions and closed 1 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.