Question 1

What is TFJ Management, LLC's portfolio value?

Accepted Answer

As of Q4 2025, TFJ Management, LLC manages $138.9M across 10 reported positions in their SEC 13F filing.

Question 2

What are TFJ Management, LLC's top holdings?

Accepted Answer

TFJ Management, LLC's largest 13F positions include APP, OPLN, CPNG, representing approximately 56.1% of the reported portfolio.

Question 3

How many stocks does TFJ Management, LLC hold?

Accepted Answer

TFJ Management, LLC holds 10 reported positions as of their Q4 2025 13F filing.

Question 4

When did TFJ Management, LLC last file a 13F?

Accepted Answer

The most recent 13F filing from TFJ Management, LLC reports positions as of Q4 2025. 13F filings are required within 45 days of each calendar quarter end.

Rank	Stock	Shares	Value	% of Portfolio
1	APP APPLOVIN CORP	52,865	$35.6M	25.65%
2	OPLN OPENLANE INC	752,220	$22.4M	16.13%
3	CPNG COUPANG INC	844,182	$19.9M	14.34%
4	CWAN CLEARWATER ANALYTICS HLDGS I	683,114	$16.5M	11.86%
5	GTLB GITLAB INC	402,815	$15.1M	10.88%
6	ACVA ACV AUCTIONS INC	1,236,430	$9.9M	7.14%
7	APPF APPFOLIO INC	36,166	$8.4M	6.06%
8	RSKD RISKIFIED LTD	1,394,074	$6.9M	4.99%
9	HGV HILTON GRAND VACATIONS INC	48,030	$2.1M	1.55%
10	CLVT CLARIVATE PLC	585,250	$2.0M	1.41%

Sector	# Holdings	Value	%
Technology	6	$84.5M	60.8%
Consumer Cyclical	4	$54.4M	39.2%

TFJ Management, LLC

Top 10 Holdings

Quarterly Changes

Top Buys

Top Sells

New Positions (1)

Closed Positions (1)

Sector Breakdown