13F HOLDINGS REPORT
TFJ Management, LLC
Quarter ended Q4 2024 · Filed February 13, 2025 · Accession 0002056069-25-000001
Total Value
$111.0M
Positions
16
Other Managers
0
Confidential Omitted
No
Holdings (16)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLOVIN CORP | APP | 85,522 | $27.7M | 24.94% |
| 2 | COUPANG INC | CPNG | 780,600 | $17.2M | 15.45% |
| 3 | OPENLANE INC | OPLN | 729,070 | $14.5M | 13.03% |
| 4 | DOCEBO INC | DCBO | 271,113 | $12.1M | 10.93% |
| 5 | AIRBNB INC | ABNB | 51,840 | $6.8M | 6.14% |
| 6 | ACV AUCTIONS INC | ACVA | 284,482 | $6.1M | 5.53% |
| 7 | SALESFORCE INC | CRM | 17,561 | $5.9M | 5.29% |
| 8 | APPFOLIO INC | APPF | 22,273 | $5.5M | 4.95% |
| 9 | PROCORE TECHNOLOGIES INC | PCOR | 70,271 | $5.3M | 4.74% |
| 10 | HILTON GRAND VACATIONS INC | HGV | 91,670 | $3.6M | 3.22% |
| 11 | LIVE NATION ENTERTAINMENT IN | LYV | 15,776 | $2.0M | 1.84% |
| 12 | TKO GROUP HOLDINGS INC | TKO | 9,516 | $1.4M | 1.22% |
| 13 | MONDAY COM LTD | MNDY | 4,164 | $980,372 | 0.88% |
| 14 | ROBLOX CORP | RBLX | 16,864 | $975,751 | 0.88% |
| 15 | COSTAR GROUP INC | CSGP | 13,488 | $965,606 | 0.87% |
| 16 | OLO INC | 68134L109 | 13,937 | $107,036 | 0.10% |