TFJ Management as of June 30, 2025
Portfolio Holdings for TFJ Management
TFJ Management holds 12 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Applovin Corp Com Cl A (APP) | 21.3 | $27M | 78k | 350.08 | |
| Coupang Cl A (CPNG) | 18.3 | $23M | 781k | 29.96 | |
| KAR Auction Services (OPLN) | 11.8 | $15M | 618k | 24.45 | |
| Acv Auctions Com Cl A (ACVA) | 8.9 | $11M | 702k | 16.23 | |
| Hilton Grand Vacations (HGV) | 7.4 | $9.4M | 227k | 41.53 | |
| Appfolio Com Cl A (APPF) | 6.1 | $7.8M | 34k | 230.28 | |
| Airbnb Com Cl A (ABNB) | 5.7 | $7.3M | 55k | 132.34 | |
| Ccc Intelligent Solutions Holdings (CCC) | 5.7 | $7.3M | 773k | 9.41 | |
| Riskified Shs Cl A (RSKD) | 4.1 | $5.3M | 1.1M | 4.99 | |
| Procore Technologies (PCOR) | 3.8 | $4.8M | 70k | 68.42 | |
| Gitlab Class A Com (GTLB) | 3.7 | $4.7M | 105k | 45.11 | |
| Docebo (DCBO) | 3.3 | $4.3M | 147k | 28.94 |
