13F HOLDINGS REPORT
TFJ Management, LLC
Quarter ended Q1 2025 · Filed May 13, 2025 · Accession 0002056069-25-000002
Total Value
$105.6M
Positions
14
Other Managers
0
Confidential Omitted
No
Holdings (14)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLOVIN CORP | APP | 77,843 | $20.6M | 19.53% |
| 2 | COUPANG INC | CPNG | 780,600 | $17.1M | 16.21% |
| 3 | OPENLANE INC | OPLN | 729,070 | $14.1M | 13.31% |
| 4 | ACV AUCTIONS INC | ACVA | 702,218 | $9.9M | 9.38% |
| 5 | DOCEBO INC | DCBO | 271,113 | $7.8M | 7.37% |
| 6 | CCC INTELLIGENT SOLUTIONS HL | CCC | 741,310 | $6.7M | 6.34% |
| 7 | HILTON GRAND VACATIONS INC | HGV | 166,991 | $6.2M | 5.92% |
| 8 | AIRBNB INC | ABNB | 51,840 | $6.2M | 5.86% |
| 9 | APPFOLIO INC | APPF | 22,273 | $4.9M | 4.64% |
| 10 | PROCORE TECHNOLOGIES INC | PCOR | 70,271 | $4.6M | 4.39% |
| 11 | RISKIFIED LTD | RSKD | 782,459 | $3.6M | 3.42% |
| 12 | LIVE NATION ENTERTAINMENT IN | LYV | 15,776 | $2.0M | 1.93% |
| 13 | ROBLOX CORP | RBLX | 16,864 | $983,003 | 0.93% |
| 14 | GITLAB INC | GTLB | 17,082 | $802,854 | 0.76% |