TFJ Management, LLC
- SEC CIK
- 0002056069
- Latest filing
- Aug 14, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 14, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 10
- −2 vs. Q1 2026
- Portfolio value
- $153.4M
- +$49.0M (+46.9%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| APPAppLovin Corp | COM CL A | 64,420 | $33.2M | 21.6% | +1,548+2.5% | Added | History |
| OPLNOPENLANE, Inc. | COM | 786,153 | $32.4M | 21.1% | 00.0% | Unchanged | History |
| WSEWise Group plc | ORD SHS CLASS A | 2,259,114 | $26.9M | 17.5% | +2,259,114 | New | History |
| CPNGCoupang, Inc. | CL A | 1,086,770 | $18.9M | 12.3% | +112,463+11.5% | Added | History |
| GTLBGitlab Inc. | CLASS A COM | 477,631 | $14.6M | 9.5% | −129,089−21.3% | Reduced | History |
| TOSTToast, Inc. | Stock | 350,565 | $9.75M | 6.4% | +287,453+455.5% | Added | History |
| SAILSailPoint, Inc. | COM | 459,627 | $6.73M | 4.4% | +165,804+56.4% | Added | History |
| IOTSamsara Inc. | Stock | 129,786 | $4.21M | 2.7% | 00.0% | Unchanged | History |
| TWTradeweb Markets Inc. | Stock | 39,092 | $3.90M | 2.5% | +39,092 | New | History |
| CLVTClarivate PLC | ORD SHS | 1,332,798 | $2.88M | 1.9% | +173,292+14.9% | Added | History |
Options (2)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
| Security | Class | Puts | Calls |
|---|---|---|---|
| iShares Inc464286772 | MSCI STH KOR ETF | $42.6M | – |
| CPNGCoupang, Inc. | CL A | – | $10.1M |
Sold out since Q1 2026 (4)
Positions held at the end of Q1 2026 that are gone from this filing.
| Security | Class | Shares in Q1 2026 | Value in Q1 2026 | % of portfolio in Q1 2026 | History |
|---|---|---|---|---|---|
| APPFAppfolio Inc | COM CL A | 51,739 | $8.17M | 7.8% | History |
| RSKDRiskified Ltd. | SHS CL A | 546,680 | $2.14M | 2.1% | History |
| FIGFigma, Inc. | Stock | 66,604 | $1.41M | 1.3% | History |
| ACVAACV Auctions Inc. | COM CL A | 159,095 | $674.6K | 0.6% | History |