TFJ Management as of June 30, 2026
Portfolio Holdings for TFJ Management
TFJ Management holds 11 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Msci Sth Kor Etf Put Option (EWY) | 20.7 | $43M | 211k | 201.90 | |
| Applovin Corp Com Cl A (APP) | 16.1 | $33M | 64k | 515.23 | |
| KAR Auction Services (OPLN) | 15.7 | $32M | 786k | 41.24 | |
| Coupang Cl A (CPNG) | 14.0 | $29M | 1.7M | 17.37 | |
| Wise Group Ord Shs Class A | 13.1 | $27M | 2.3M | 11.91 | |
| Gitlab Class A Com (GTLB) | 7.1 | $15M | 478k | 30.53 | |
| Toast Cl A (TOST) | 4.7 | $9.8M | 351k | 27.82 | |
| Sailpoint (SAIL) | 3.3 | $6.7M | 460k | 14.64 | |
| Samsara Com Cl A (IOT) | 2.0 | $4.2M | 130k | 32.43 | |
| Tradeweb Mkts Cl A (TW) | 1.9 | $3.9M | 39k | 99.66 | |
| Clarivate Ord Shs (CLVT) | 1.4 | $2.9M | 1.3M | 2.16 |
