TFJ MANAGEMENT, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CLVT | 1.16M | $2.93M |
 | CPNG | 974K | $18.39M |
 | GTLB | 607K | $13.13M |
 | RSKD | 547K | $2.14M |
 | SAIL | 294K | $3.89M |
 | ACVA | 159K | $674.56K |
 | IOT | 130K | $4.11M |
 | FIG | 67K | $1.41M |
 | TOST | 63K | $1.67M |
 | APP | 63K | $25.02M |
 | APPF | 52K | $8.17M |
Clarivate Plc
CLVT
Shares Held
1.16M
Value
$2.93M
Coupang, Inc.
CPNG
Shares Held
974K
Value
$18.39M
GitLab Inc.
GTLB
Shares Held
607K
Value
$13.13M
Riskified Ltd.
RSKD
Shares Held
547K
Value
$2.14M
SailPoint, Inc.
SAIL
Shares Held
294K
Value
$3.89M
ACV Auctions Inc.
ACVA
Shares Held
159K
Value
$674.56K
Samsara Inc.
IOT
Shares Held
130K
Value
$4.11M
Figma, Inc.
FIG
Shares Held
67K
Value
$1.41M
Toast, Inc.
TOST
Shares Held
63K
Value
$1.67M
AppLovin Corporation
APP
Shares Held
63K
Value
$25.02M
AppFolio Inc.
APPF
Shares Held
52K
Value
$8.17M