TFJ Management, LLC
- SEC CIK
- 0002056069
- Latest filing
- Aug 14, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Nov 13, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 10
- −2 vs. Q2 2025
- Portfolio value
- $148.4M
- +$20.3M (+15.9%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| APPAppLovin Corp | COM CL A | 54,488 | $39.2M | 26.4% | −23,355−30.0% | Reduced | History |
| CPNGCoupang, Inc. | CL A | 780,600 | $25.1M | 16.9% | 00.0% | Unchanged | History |
| OPLNOPENLANE, Inc. | COM | 618,348 | $17.8M | 12.0% | 00.0% | Unchanged | History |
| CCCCCC Intelligent Solutions Holdings Inc. | COM | 1,367,578 | $12.5M | 8.4% | +594,281+76.9% | Added | History |
| HGVHilton Grand Vacations Inc. | COM | 266,171 | $11.1M | 7.5% | +38,780+17.1% | Added | History |
| ACVAACV Auctions Inc. | COM CL A | 1,054,958 | $10.5M | 7.0% | +352,740+50.2% | Added | History |
| GTLBGitlab Inc. | CLASS A COM | 221,259 | $9.97M | 6.7% | +116,490+111.2% | Added | History |
| APPFAppfolio Inc | COM CL A | 34,030 | $9.38M | 6.3% | 00.0% | Unchanged | History |
| RSKDRiskified Ltd. | SHS CL A | 1,394,074 | $6.52M | 4.4% | +335,399+31.7% | Added | History |
| CWANClearwater Analytics Holdings, Inc. | CL A | 357,043 | $6.43M | 4.3% | +357,043 | New | History |
Sold out since Q2 2025 (3)
Positions held at the end of Q2 2025 that are gone from this filing.