TFJ Management as of Dec. 31, 2025
Portfolio Holdings for TFJ Management
TFJ Management holds 10 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Applovin Corp Com Cl A (APP) | 25.6 | $36M | 53k | 673.82 | |
| KAR Auction Services (OPLN) | 16.1 | $22M | 752k | 29.78 | |
| Coupang Cl A (CPNG) | 14.3 | $20M | 844k | 23.59 | |
| Clearwater Analytics Hldgs I Cl A (CWAN) | 11.9 | $17M | 683k | 24.12 | |
| Gitlab Class A Com (GTLB) | 10.9 | $15M | 403k | 37.53 | |
| Acv Auctions Com Cl A (ACVA) | 7.1 | $9.9M | 1.2M | 8.02 | |
| Appfolio Com Cl A (APPF) | 6.1 | $8.4M | 36k | 232.65 | |
| Riskified Shs Cl A (RSKD) | 5.0 | $6.9M | 1.4M | 4.97 | |
| Hilton Grand Vacations (HGV) | 1.5 | $2.1M | 48k | 44.75 | |
| Clarivate Ord Shs (CLVT) | 1.4 | $2.0M | 585k | 3.34 |
