TFJ Management as of Sept. 30, 2025
Portfolio Holdings for TFJ Management
TFJ Management holds 10 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Applovin Corp Com Cl A (APP) | 26.4 | $39M | 55k | 718.54 | |
| Coupang Cl A (CPNG) | 16.9 | $25M | 781k | 32.20 | |
| KAR Auction Services (KAR) | 12.0 | $18M | 618k | 28.78 | |
| Ccc Intelligent Solutions Holdings (CCCS) | 8.4 | $13M | 1.4M | 9.11 | |
| Hilton Grand Vacations (HGV) | 7.5 | $11M | 266k | 41.81 | |
| Acv Auctions Com Cl A (ACVA) | 7.0 | $11M | 1.1M | 9.91 | |
| Gitlab Class A Com (GTLB) | 6.7 | $10M | 221k | 45.08 | |
| Appfolio Com Cl A (APPF) | 6.3 | $9.4M | 34k | 275.66 | |
| Riskified Shs Cl A (RSKD) | 4.4 | $6.5M | 1.4M | 4.68 | |
| Clearwater Analytics Hldgs I Cl A (CWAN) | 4.3 | $6.4M | 357k | 18.02 |
