TFJ Management, LLC
- SEC CIK
- 0002056069
- Latest filing
- Aug 14, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 13, 2025. Long positions only.
- Positions
- 16
- No filing for Q3 2024
- Portfolio value
- $111.0M
- No filing for Q3 2024
TFJ Management, LLC did not file a 13F for Q3 2024, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| APPAppLovin Corp | COM CL A | 85,522 | $27.7M | 24.9% | – | – | History |
| CPNGCoupang, Inc. | CL A | 780,600 | $17.2M | 15.5% | – | – | History |
| OPLNOPENLANE, Inc. | COM | 729,070 | $14.5M | 13.0% | – | – | History |
| DCBODocebo Inc. | COM | 271,113 | $12.1M | 10.9% | – | – | History |
| ABNBAirbnb, Inc. | Stock | 51,840 | $6.81M | 6.1% | – | – | History |
| ACVAACV Auctions Inc. | COM CL A | 284,482 | $6.14M | 5.5% | – | – | History |
| CRMSalesforce, Inc. | Stock | 17,561 | $5.87M | 5.3% | – | – | History |
| APPFAppfolio Inc | COM CL A | 22,273 | $5.50M | 4.9% | – | – | History |
| PCORProcore Technologies, Inc. | COM | 70,271 | $5.27M | 4.7% | – | – | History |
| HGVHilton Grand Vacations Inc. | COM | 91,670 | $3.57M | 3.2% | – | – | History |
| LYVLive Nation Entertainment, Inc. | COM | 15,776 | $2.04M | 1.8% | – | – | History |
| TKOTKO Group Holdings, Inc. | CL A | 9,516 | $1.35M | 1.2% | – | – | History |
| MNDYmonday.com Ltd. | SHS | 4,164 | $980.4K | 0.9% | – | – | History |
| RBLXRoblox Corp | Stock | 16,864 | $975.8K | 0.9% | – | – | History |
| CSGPCostar Group, Inc. | COM | 13,488 | $965.6K | 0.9% | – | – | History |
| OLOOlo Inc. | CL A | 13,937 | $107.0K | 0.1% | – | – | History |