13F HOLDINGS REPORT
TFJ Management, LLC
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0002056069-25-000004
Total Value
$128.1M
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLOVIN CORP | APP | 77,843 | $27.3M | 21.27% |
| 2 | COUPANG INC | CPNG | 780,600 | $23.4M | 18.25% |
| 3 | OPENLANE INC | OPLN | 618,348 | $15.1M | 11.80% |
| 4 | ACV AUCTIONS INC | ACVA | 702,218 | $11.4M | 8.90% |
| 5 | HILTON GRAND VACATIONS INC | HGV | 227,391 | $9.4M | 7.37% |
| 6 | APPFOLIO INC | APPF | 34,030 | $7.8M | 6.12% |
| 7 | AIRBNB INC | ABNB | 55,386 | $7.3M | 5.72% |
| 8 | CCC INTELLIGENT SOLUTIONS HL | CCC | 773,297 | $7.3M | 5.68% |
| 9 | RISKIFIED LTD | RSKD | 1,058,675 | $5.3M | 4.12% |
| 10 | PROCORE TECHNOLOGIES INC | PCOR | 70,271 | $4.8M | 3.75% |
| 11 | GITLAB INC | GTLB | 104,769 | $4.7M | 3.69% |
| 12 | DOCEBO INC | DCBO | 147,148 | $4.3M | 3.32% |