TFJ Management, LLC 13F Holdings

CIK 0002056069 · SOMERVILLE, MA

As of Sep 30, 2025, TFJ Management, LLC reported 10 positions worth 48.4M in its SEC Form 13F filing.

Top 10 holdings

SecurityTickerSectorSharesValue% of portfolio
APPLOVIN CORPAPPTechnology54,488$39.2M26.38%
COUPANG INCCPNGConsumer Cyclical780,600$25.1M16.93%
OPENLANE INCKARConsumer Cyclical618,348 7.8M11.99%
CCC INTELLIGENT SOLUTIONS HOLDINGS INCCCCTechnology1,367,578 2.5M8.39%
HILTON GRAND VACATIONS INCHGVConsumer Cyclical266,171 1.1M7.50%
ACV AUCTIONS INCACVAConsumer Cyclical1,054,958 0.5M7.04%
GITLAB INCGTLBTechnology221,259 0.0M6.72%
APPFOLIO INCAPPFTechnology34,030$9.4M6.32%
RISKIFIED LTDRSKDTechnology1,394,074$6.5M4.40%
CLEARWATER ANALYTICS HOLDINGS INCCWANTechnology357,043$6.4M4.33%