TFJ MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | RSKD | 1.39M | $6.52M |
 | CCCS | 1.37M | $12.46M |
 | ACVA | 1.05M | $10.45M |
 | CPNG | 781K | $25.14M |
 | KAR | 618K | $17.80M |
 | CWAN | 357K | $6.43M |
 | HGV | 266K | $11.13M |
 | GTLB | 221K | $9.97M |
 | APP | 54K | $39.15M |
 | APPF | 34K | $9.38M |
Riskified Ltd.
RSKD
Shares Held
1.39M
Value
$6.52M
CCC Intelligent Solutions Holdings Inc.
CCCS
Shares Held
1.37M
Value
$12.46M
ACV Auctions Inc.
ACVA
Shares Held
1.05M
Value
$10.45M
Coupang, Inc.
CPNG
Shares Held
781K
Value
$25.14M
OPENLANE, Inc.
KAR
Shares Held
618K
Value
$17.80M
Clearwater Analytics Holdings, Inc.
CWAN
Shares Held
357K
Value
$6.43M
Hilton Grand Vacations Inc.
HGV
Shares Held
266K
Value
$11.13M
GitLab Inc.
GTLB
Shares Held
221K
Value
$9.97M
AppLovin Corporation
APP
Shares Held
54K
Value
$39.15M
AppFolio, Inc.
APPF
Shares Held
34K
Value
$9.38M