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Livermore
Livermore
ZHEN

TFJ Management, LLC

SEC CIK
0002056069
Latest filing
Aug 14, 2026

Holdings in Q1 2025

Holdings as of Mar 31, 2025, filed May 13, 2025. Long positions only; changes compare share counts with Q4 2024.

Institution overview
Positions
14
−2 vs. Q4 2024
Portfolio value
$105.6M
−$5.44M (−4.9%) vs. Q4 2024
Filed
May 13, 2025
SEC
Holdings of TFJ Management, LLC in Q1 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
APPAppLovin CorpCOM CL A77,843$20.6M19.5%−7,679−9.0%ReducedHistory
CPNGCoupang, Inc.CL A780,600$17.1M16.2%00.0%UnchangedHistory
OPLNOPENLANE, Inc.COM729,070$14.1M13.3%00.0%UnchangedHistory
ACVAACV Auctions Inc.COM CL A702,218$9.90M9.4%+417,736+146.8%AddedHistory
DCBODocebo Inc.COM271,113$7.78M7.4%00.0%UnchangedHistory
CCCCCC Intelligent Solutions Holdings Inc.COM741,310$6.69M6.3%+741,310NewHistory
HGVHilton Grand Vacations Inc.COM166,991$6.25M5.9%+75,321+82.2%AddedHistory
ABNBAirbnb, Inc.Stock51,840$6.19M5.9%00.0%UnchangedHistory
APPFAppfolio IncCOM CL A22,273$4.90M4.6%00.0%UnchangedHistory
PCORProcore Technologies, Inc.COM70,271$4.64M4.4%00.0%UnchangedHistory
RSKDRiskified Ltd.SHS CL A782,459$3.61M3.4%+782,459NewHistory
LYVLive Nation Entertainment, Inc.COM15,776$2.04M1.9%00.0%UnchangedHistory
RBLXRoblox CorpStock16,864$983.0K0.9%00.0%UnchangedHistory
GTLBGitlab Inc.CLASS A COM17,082$802.9K0.8%+17,082NewHistory

Sold out since Q4 2024 (5)

Positions held at the end of Q4 2024 that are gone from this filing.

Positions of TFJ Management, LLC sold out since Q4 2024
SecurityClassShares in Q4 2024Value in Q4 2024% of portfolio in Q4 2024History
CRMSalesforce, Inc.Stock17,561$5.87M5.3%History
TKOTKO Group Holdings, Inc.CL A9,516$1.35M1.2%History
MNDYmonday.com Ltd.SHS4,164$980.4K0.9%History
CSGPCostar Group, Inc.COM13,488$965.6K0.9%History
OLOOlo Inc.CL A13,937$107.0K0.1%History