TFJ MANAGEMENT, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | RSKD | 1.39M | $6.93M |
 | ACVA | 1.24M | $9.92M |
 | CPNG | 844K | $19.91M |
 | KAR | 752K | $22.40M |
 | CWAN | 683K | $16.48M |
 | CLVT | 585K | $1.95M |
 | GTLB | 403K | $15.12M |
 | APP | 53K | $35.62M |
 | HGV | 48K | $2.15M |
 | APPF | 36K | $8.41M |
Riskified Ltd.
RSKD
Shares Held
1.39M
Value
$6.93M
ACV Auctions Inc.
ACVA
Shares Held
1.24M
Value
$9.92M
Coupang, Inc.
CPNG
Shares Held
844K
Value
$19.91M
OPENLANE, Inc.
KAR
Shares Held
752K
Value
$22.40M
Clearwater Analytics Holdings, Inc.
CWAN
Shares Held
683K
Value
$16.48M
Clarivate Plc
CLVT
Shares Held
585K
Value
$1.95M
GitLab Inc.
GTLB
Shares Held
403K
Value
$15.12M
AppLovin Corporation
APP
Shares Held
53K
Value
$35.62M
Hilton Grand Vacations Inc.
HGV
Shares Held
48K
Value
$2.15M
AppFolio, Inc.
APPF
Shares Held
36K
Value
$8.41M