TFJ Management as of Dec. 31, 2024
Portfolio Holdings for TFJ Management
TFJ Management holds 16 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Applovin Corp Com Cl A (APP) | 24.9 | $28M | 86k | 323.83 | |
| Coupang Cl A (CPNG) | 15.5 | $17M | 781k | 21.98 | |
| KAR Auction Services (OPLN) | 13.0 | $15M | 729k | 19.84 | |
| Docebo (DCBO) | 10.9 | $12M | 271k | 44.77 | |
| Airbnb Com Cl A (ABNB) | 6.1 | $6.8M | 52k | 131.41 | |
| Acv Auctions Com Cl A (ACVA) | 5.5 | $6.1M | 285k | 21.60 | |
| salesforce (CRM) | 5.3 | $5.9M | 18k | 334.33 | |
| Appfolio Com Cl A (APPF) | 4.9 | $5.5M | 22k | 246.72 | |
| Procore Technologies (PCOR) | 4.7 | $5.3M | 70k | 74.93 | |
| Hilton Grand Vacations (HGV) | 3.2 | $3.6M | 92k | 38.95 | |
| Live Nation Entertainment (LYV) | 1.8 | $2.0M | 16k | 129.50 | |
| Tko Group Holdings Cl A (TKO) | 1.2 | $1.4M | 9.5k | 142.11 | |
| Monday SHS (MNDY) | 0.9 | $980k | 4.2k | 235.44 | |
| Roblox Corp Cl A (RBLX) | 0.9 | $976k | 17k | 57.86 | |
| CoStar (CSGP) | 0.9 | $966k | 14k | 71.59 | |
| Olo Cl A | 0.1 | $107k | 14k | 7.68 |
