TFJ Management, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
TM TFJ Management, LLC | Institutional Filer | ▼ 16.91% | $115.4M | 12 |
Current Portfolio Holdings
Showing all 12 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | CPNG | Coupang, Inc. | Consumer Cyclical | 1.6M | $29.3M | 25.42% |
| 2 | APP | AppLovin Corporation | Technology | 63K | $25.0M | 21.68% |
| 3 | OPLN | OPENLANE INC | — | 786K | $22.9M | 19.86% |
| 4 | GTLB | GitLab Inc. | Technology | 607K | $13.1M | 11.38% |
| 5 | APPF | AppFolio, Inc. | Technology | 52K | $8.2M | 7.08% |
| 6 | IOT | Samsara Inc. | Technology | 130K | $4.1M | 3.56% |
| 7 | SAIL | SailPoint, Inc. | Technology | 294K | $3.9M | 3.37% |
| 8 | CLVT | Clarivate Plc | Technology | 1.2M | $2.9M | 2.54% |
| 9 | RSKD | Riskified Ltd. | Technology | 547K | $2.1M | 1.86% |
| 10 | TOST | Toast, Inc. | Technology | 63K | $1.7M | 1.45% |
| 11 | FIG | Figma, Inc. | Technology | 67K | $1.4M | 1.22% |
| 12 | ACVA | ACV Auctions Inc. | Consumer Cyclical | 159K | $675K | 0.58% |
Showing 1 to 12 of 12 holdings