TFJ Management, LLC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$128.1B
Holdings
12
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (12 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | APPAPPLOVIN CORP | 77,843 | $27.3B | 21.27% | |
| 2 | CPNGCOUPANG INC | 780,600 | $23.4B | 18.25% | |
| 3 | OPLNOPENLANE INC | 618,348 | $15.1B | 11.80% | |
| 4 | ACVAACV AUCTIONS INC | 702,218 | $11.4B | 8.90% | |
| 5 | HGVHILTON GRAND VACATIONS INC | 227,391 | $9.4B | 7.37% | |
| 6 | APPFAPPFOLIO INC | 34,030 | $7.8B | 6.12% | |
| 7 | ABNBAIRBNB INC | 55,386 | $7.3B | 5.72% | |
| 8 | CCCCCC INTELLIGENT SOLUTIONS HL | 773,297 | $7.3B | 5.68% | |
| 9 | RSKDRISKIFIED LTD | 1,058,675 | $5.3B | 4.12% | |
| 10 | PCORPROCORE TECHNOLOGIES INC | 70,271 | $4.8B | 3.75% | |
| 11 | GTLBGITLAB INC | 104,769 | $4.7B | 3.69% | |
| 12 | DCBODOCEBO INC | 147,148 | $4.3B | 3.32% |