TFJ Management as of March 31, 2025
Portfolio Holdings for TFJ Management
TFJ Management holds 14 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Applovin Corp Com Cl A (APP) | 19.5 | $21M | 78k | 264.97 | |
| Coupang Cl A (CPNG) | 16.2 | $17M | 781k | 21.93 | |
| KAR Auction Services (KAR) | 13.3 | $14M | 729k | 19.28 | |
| Acv Auctions Com Cl A (ACVA) | 9.4 | $9.9M | 702k | 14.10 | |
| Docebo (DCBO) | 7.4 | $7.8M | 271k | 28.71 | |
| Ccc Intelligent Solutions Holdings (CCCS) | 6.3 | $6.7M | 741k | 9.03 | |
| Hilton Grand Vacations (HGV) | 5.9 | $6.2M | 167k | 37.41 | |
| Airbnb Com Cl A (ABNB) | 5.9 | $6.2M | 52k | 119.46 | |
| Appfolio Com Cl A (APPF) | 4.6 | $4.9M | 22k | 219.90 | |
| Procore Technologies (PCOR) | 4.4 | $4.6M | 70k | 66.02 | |
| Riskified Shs Cl A (RSKD) | 3.4 | $3.6M | 783k | 4.62 | |
| Live Nation Entertainment (LYV) | 1.9 | $2.0M | 16k | 129.50 | |
| Roblox Corp Cl A (RBLX) | 0.9 | $983k | 17k | 58.29 | |
| Gitlab Class A Com (GTLB) | 0.8 | $803k | 17k | 47.00 |
