TFJ Management, LLC
- SEC CIK
- 0002056069
- Latest filing
- Aug 14, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 14, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 12
- −2 vs. Q1 2025
- Portfolio value
- $128.1M
- +$22.5M (+21.3%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| APPAppLovin Corp | COM CL A | 77,843 | $27.3M | 21.3% | 00.0% | Unchanged | History |
| CPNGCoupang, Inc. | CL A | 780,600 | $23.4M | 18.3% | 00.0% | Unchanged | History |
| OPLNOPENLANE, Inc. | COM | 618,348 | $15.1M | 11.8% | −110,722−15.2% | Reduced | History |
| ACVAACV Auctions Inc. | COM CL A | 702,218 | $11.4M | 8.9% | 00.0% | Unchanged | History |
| HGVHilton Grand Vacations Inc. | COM | 227,391 | $9.44M | 7.4% | +60,400+36.2% | Added | History |
| APPFAppfolio Inc | COM CL A | 34,030 | $7.84M | 6.1% | +11,757+52.8% | Added | History |
| ABNBAirbnb, Inc. | Stock | 55,386 | $7.33M | 5.7% | +3,546+6.8% | Added | History |
| CCCCCC Intelligent Solutions Holdings Inc. | COM | 773,297 | $7.28M | 5.7% | +31,987+4.3% | Added | History |
| RSKDRiskified Ltd. | SHS CL A | 1,058,675 | $5.28M | 4.1% | +276,216+35.3% | Added | History |
| PCORProcore Technologies, Inc. | COM | 70,271 | $4.81M | 3.8% | 00.0% | Unchanged | History |
| GTLBGitlab Inc. | CLASS A COM | 104,769 | $4.73M | 3.7% | +87,687+513.3% | Added | History |
| DCBODocebo Inc. | COM | 147,148 | $4.26M | 3.3% | −123,965−45.7% | Reduced | History |
Sold out since Q1 2025 (2)
Positions held at the end of Q1 2025 that are gone from this filing.