TFJ Management, LLC Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$138.9B
Holdings
10
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (10 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | APPAPPLOVIN CORP | 52,865 | $35.6B | 25.65% | |
| 2 | OPLNOPENLANE INC | 752,220 | $22.4B | 16.13% | |
| 3 | CPNGCOUPANG INC | 844,182 | $19.9B | 14.34% | |
| 4 | CWANCLEARWATER ANALYTICS HLDGS I | 683,114 | $16.5B | 11.86% | |
| 5 | GTLBGITLAB INC | 402,815 | $15.1B | 10.88% | |
| 6 | ACVAACV AUCTIONS INC | 1,236,430 | $9.9B | 7.14% | |
| 7 | APPFAPPFOLIO INC | 36,166 | $8.4B | 6.06% | |
| 8 | RSKDRISKIFIED LTD | 1,394,074 | $6.9B | 4.99% | |
| 9 | HGVHILTON GRAND VACATIONS INC | 48,030 | $2.1B | 1.55% | |
| 10 | CLVTCLARIVATE PLC | 585,250 | $2.0B | 1.41% |