TFJ Management, LLC Q1 2025 Filing
Filed May 13, 2025
Portfolio Value
$105.6B
Holdings
14
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (14 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | APPAPPLOVIN CORP | 77,843 | $20.6B | 19.53% | |
| 2 | CPNGCOUPANG INC | 780,600 | $17.1B | 16.21% | |
| 3 | OPLNOPENLANE INC | 729,070 | $14.1B | 13.31% | |
| 4 | ACVAACV AUCTIONS INC | 702,218 | $9.9B | 9.38% | |
| 5 | DCBODOCEBO INC | 271,113 | $7.8B | 7.37% | |
| 6 | CCCCCC INTELLIGENT SOLUTIONS HL | 741,310 | $6.7B | 6.34% | |
| 7 | HGVHILTON GRAND VACATIONS INC | 166,991 | $6.2B | 5.92% | |
| 8 | ABNBAIRBNB INC | 51,840 | $6.2B | 5.86% | |
| 9 | APPFAPPFOLIO INC | 22,273 | $4.9B | 4.64% | |
| 10 | PCORPROCORE TECHNOLOGIES INC | 70,271 | $4.6B | 4.39% | |
| 11 | RSKDRISKIFIED LTD | 782,459 | $3.6B | 3.42% | |
| 12 | LYVLIVE NATION ENTERTAINMENT IN | 15,776 | $2.0B | 1.93% | |
| 13 | RBLXROBLOX CORP | 16,864 | $983.0M | 0.93% | |
| 14 | GTLBGITLAB INC | 17,082 | $802.9M | 0.76% |