TFJ Management as of March 31, 2026
Portfolio Holdings for TFJ Management
TFJ Management holds 13 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Coupang Cl A (CPNG) | 20.8 | $29M | 1.6M | 18.88 | |
| Ishares Msci Sth Kor Etf Put Option (EWY) | 18.4 | $26M | 211k | 123.01 | |
| Applovin Corp Com Cl A (APP) | 17.7 | $25M | 63k | 398.00 | |
| KAR Auction Services (OPLN) | 16.2 | $23M | 786k | 29.15 | |
| Gitlab Class A Com (GTLB) | 9.3 | $13M | 607k | 21.64 | |
| Appfolio Com Cl A (APPF) | 5.8 | $8.2M | 52k | 157.82 | |
| Samsara Com Cl A (IOT) | 2.9 | $4.1M | 130k | 31.69 | |
| Sailpoint (SAIL) | 2.8 | $3.9M | 294k | 13.24 | |
| Clarivate Ord Shs (CLVT) | 2.1 | $2.9M | 1.2M | 2.53 | |
| Riskified Shs Cl A (RSKD) | 1.5 | $2.1M | 547k | 3.92 | |
| Toast Cl A (TOST) | 1.2 | $1.7M | 63k | 26.51 | |
| Figma Class A Com Stk (FIG) | 1.0 | $1.4M | 67k | 21.14 | |
| Acv Auctions Com Cl A (ACVA) | 0.5 | $675k | 159k | 4.24 |
