13F HOLDINGS REPORT
TFJ Management, LLC
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0002056069-26-000001
Total Value
$138.9M
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLOVIN CORP | APP | 52,865 | $35.6M | 25.65% |
| 2 | OPENLANE INC | OPLN | 752,220 | $22.4M | 16.13% |
| 3 | COUPANG INC | CPNG | 844,182 | $19.9M | 14.34% |
| 4 | CLEARWATER ANALYTICS HLDGS I | CWAN | 683,114 | $16.5M | 11.86% |
| 5 | GITLAB INC | GTLB | 402,815 | $15.1M | 10.88% |
| 6 | ACV AUCTIONS INC | ACVA | 1,236,430 | $9.9M | 7.14% |
| 7 | APPFOLIO INC | APPF | 36,166 | $8.4M | 6.06% |
| 8 | RISKIFIED LTD | RSKD | 1,394,074 | $6.9M | 4.99% |
| 9 | HILTON GRAND VACATIONS INC | HGV | 48,030 | $2.1M | 1.55% |
| 10 | CLARIVATE PLC | CLVT | 585,250 | $2.0M | 1.41% |