TFJ Management, LLC
14 holdingsFiling period: 2026-03-31Current AUM: $166.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | CPNG | COUPANG INC | 1.55M | $29.3M | $25.4M | 15.28% | +709.7K | 2026-03-31 |
| 2 | EWY | ISHARES INC | 211.0K | $26.0M | $33.1M | 19.94% | -- | 2026-03-31 |
| 3 | APP | APPLOVIN CORP | 62.9K | $25.0M | $24.9M | 14.97% | +10.0K | 2026-03-31 |
| 4 | OPLN | OPENLANE INC | 786.2K | $22.9M | $31.3M | 18.80% | +33.9K | 2026-03-31 |
| 5 | GTLB | GITLAB INC | 606.7K | $13.1M | $20.9M | 12.59% | +203.9K | 2026-03-31 |
| 6 | APPF | APPFOLIO INC | 51.7K | $8.2M | $9.3M | 5.61% | +15.6K | 2026-03-31 |
| 7 | IOT | SAMSARA INC | 129.8K | $4.1M | $4.8M | 2.91% | -- | 2026-03-31 |
| 8 | SAIL | SAILPOINT INC | 293.8K | $3.9M | $4.9M | 2.96% | -- | 2026-03-31 |
| 9 | — | CLARIVATE PLC | 1.16M | $2.9M | $2.9M | 1.76% | +574.3K | 2026-03-31 |
| 10 | — | RISKIFIED LTD | 546.7K | $2.1M | $2.1M | 1.29% | -847,394 | 2026-03-31 |
| 11 | TOST | TOAST INC | 63.1K | $1.7M | $2.0M | 1.22% | -- | 2026-03-31 |
| 12 | FIG | FIGMA INC | 66.6K | $1.4M | $1.6M | 0.97% | -- | 2026-03-31 |
| 13 | FIG | FIGMA INC | 66.6K | $1.4M | $1.6M | 0.97% | -- | 2026-03-31 |
| 14 | ACVA | ACV AUCTIONS INC | 159.1K | $674K | $1.2M | 0.72% | -1,077,335 | 2026-03-31 |
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