TFJ Management, LLC
11 holdingsFiling period: 2026-06-30Current AUM: $193.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | EWY | ISHARES INC | 211.0K | $42.6M | $37.2M | 19.25% | -- | 2026-06-30 |
| 2 | APP | APPLOVIN CORP | 64.4K | $33.2M | $21.4M | 11.04% | +1.5K | 2026-06-30 |
| 3 | OPLN | OPENLANE INC | 786.2K | $32.4M | $27.4M | 14.18% | -- | 2026-06-30 |
| 4 | CPNG | COUPANG INC | 1.67M | $28.9M | $24.5M | 12.65% | +112.5K | 2026-06-30 |
| 5 | — | WISE GROUP PLC | 2.26M | $26.9M | $26.9M | 13.91% | -- | 2026-06-30 |
| 6 | GTLB | GITLAB INC | 477.6K | $14.6M | $23.5M | 12.12% | -129,089 | 2026-06-30 |
| 7 | TOST | TOAST INC | 350.6K | $9.8M | $11.2M | 5.77% | +287.5K | 2026-06-30 |
| 8 | SAIL | SAILPOINT INC | 459.6K | $6.7M | $9.2M | 4.75% | +165.8K | 2026-06-30 |
| 9 | IOT | SAMSARA INC | 129.8K | $4.2M | $5.4M | 2.79% | -- | 2026-06-30 |
| 10 | TW | TRADEWEB MKTS INC | 39.1K | $3.9M | $4.0M | 2.05% | -- | 2026-06-30 |
| 11 | — | CLARIVATE PLC | 1.33M | $2.9M | $2.9M | 1.49% | +173.3K | 2026-06-30 |
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