13F HOLDINGS REPORT
TFJ Management, LLC
Quarter ended Q3 2025 · Filed November 13, 2025 · Accession 0002056069-25-000006
Total Value
$148.4M
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLOVIN CORP | APP | 54,488 | $39.2M | 26.38% |
| 2 | COUPANG INC | CPNG | 780,600 | $25.1M | 16.93% |
| 3 | OPENLANE INC | OPLN | 618,348 | $17.8M | 11.99% |
| 4 | CCC INTELLIGENT SOLUTIONS HL | CCC | 1,367,578 | $12.5M | 8.39% |
| 5 | HILTON GRAND VACATIONS INC | HGV | 266,171 | $11.1M | 7.50% |
| 6 | ACV AUCTIONS INC | ACVA | 1,054,958 | $10.5M | 7.04% |
| 7 | GITLAB INC | GTLB | 221,259 | $10.0M | 6.72% |
| 8 | APPFOLIO INC | APPF | 34,030 | $9.4M | 6.32% |
| 9 | RISKIFIED LTD | RSKD | 1,394,074 | $6.5M | 4.40% |
| 10 | CLEARWATER ANALYTICS HLDGS I | CWAN | 357,043 | $6.4M | 4.33% |