TFJ Management, LLC Q3 2025 Filing
Filed November 13, 2025
Portfolio Value
$148.4B
Holdings
10
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (10 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | APPAPPLOVIN CORP | 54,488 | $39.2B | 26.38% | |
| 2 | CPNGCOUPANG INC | 780,600 | $25.1B | 16.93% | |
| 3 | OPLNOPENLANE INC | 618,348 | $17.8B | 11.99% | |
| 4 | CCCCCC INTELLIGENT SOLUTIONS HL | 1,367,578 | $12.5B | 8.39% | |
| 5 | HGVHILTON GRAND VACATIONS INC | 266,171 | $11.1B | 7.50% | |
| 6 | ACVAACV AUCTIONS INC | 1,054,958 | $10.5B | 7.04% | |
| 7 | GTLBGITLAB INC | 221,259 | $10.0B | 6.72% | |
| 8 | APPFAPPFOLIO INC | 34,030 | $9.4B | 6.32% | |
| 9 | RSKDRISKIFIED LTD | 1,394,074 | $6.5B | 4.40% | |
| 10 | CWANCLEARWATER ANALYTICS HLDGS I | 357,043 | $6.4B | 4.33% |