TFJ Management, LLC
- SEC CIK
- 0002056069
- Latest filing
- Aug 14, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 17, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 10
- 0 vs. Q3 2025
- Portfolio value
- $138.9M
- −$9.54M (−6.4%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| APPAppLovin Corp | COM CL A | 52,865 | $35.6M | 25.6% | −1,623−3.0% | Reduced | History |
| OPLNOPENLANE, Inc. | COM | 752,220 | $22.4M | 16.1% | +133,872+21.6% | Added | History |
| CPNGCoupang, Inc. | CL A | 844,182 | $19.9M | 14.3% | +63,582+8.1% | Added | History |
| CWANClearwater Analytics Holdings, Inc. | CL A | 683,114 | $16.5M | 11.9% | +326,071+91.3% | Added | History |
| GTLBGitlab Inc. | CLASS A COM | 402,815 | $15.1M | 10.9% | +181,556+82.1% | Added | History |
| ACVAACV Auctions Inc. | COM CL A | 1,236,430 | $9.92M | 7.1% | +181,472+17.2% | Added | History |
| APPFAppfolio Inc | COM CL A | 36,166 | $8.41M | 6.1% | +2,136+6.3% | Added | History |
| RSKDRiskified Ltd. | SHS CL A | 1,394,074 | $6.93M | 5.0% | 00.0% | Unchanged | History |
| HGVHilton Grand Vacations Inc. | COM | 48,030 | $2.15M | 1.5% | −218,141−82.0% | Reduced | History |
| CLVTClarivate PLC | ORD SHS | 585,250 | $1.95M | 1.4% | +585,250 | New | History |
Sold out since Q3 2025 (1)
Positions held at the end of Q3 2025 that are gone from this filing.