TFJ Management, LLC Q4 2024 Filing
Filed February 13, 2025
Portfolio Value
$111.0B
Holdings
16
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (16 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | APPAPPLOVIN CORP | 85,522 | $27.7B | 24.94% | |
| 2 | CPNGCOUPANG INC | 780,600 | $17.2B | 15.45% | |
| 3 | OPLNOPENLANE INC | 729,070 | $14.5B | 13.03% | |
| 4 | DCBODOCEBO INC | 271,113 | $12.1B | 10.93% | |
| 5 | ABNBAIRBNB INC | 51,840 | $6.8B | 6.14% | |
| 6 | ACVAACV AUCTIONS INC | 284,482 | $6.1B | 5.53% | |
| 7 | CRMSALESFORCE INC | 17,561 | $5.9B | 5.29% | |
| 8 | APPFAPPFOLIO INC | 22,273 | $5.5B | 4.95% | |
| 9 | PCORPROCORE TECHNOLOGIES INC | 70,271 | $5.3B | 4.74% | |
| 10 | HGVHILTON GRAND VACATIONS INC | 91,670 | $3.6B | 3.22% | |
| 11 | LYVLIVE NATION ENTERTAINMENT IN | 15,776 | $2.0B | 1.84% | |
| 12 | TKOTKO GROUP HOLDINGS INC | 9,516 | $1.4B | 1.22% | |
| 13 | MNDYMONDAY COM LTD | 4,164 | $980.4M | 0.88% | |
| 14 | RBLXROBLOX CORP | 16,864 | $975.8M | 0.88% | |
| 15 | CSGPCOSTAR GROUP INC | 13,488 | $965.6M | 0.87% | |
| 16 | OLOGBXOLO INC | 13,937 | $107.0M | 0.10% |