TFJ Management, LLC

Q2 2025 13F Holdings

  • Location
    somerville, MA
  • Num holdings

    12

  • Value ($000)

    $128,117

  • Date Filed
    08/14/2025
  • Form type
    13F-HR
  • CIK
    0002056069
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
APP
APP

APPLOVIN CORP

COM CL A
03831W108
$27.25 M
21 %

77,843

CPNG
CPNG

COUPANG INC

CL A
22266T109
$23.39 M
18 %

780,600

KAR
KAR

OPENLANE INC

COM
48238T109
$15.12 M
12 %

618,348

ACVA
ACVA

ACV AUCTIONS INC

COM CL A
00091G104
$11.40 M
9 %

702,218

HGV
HGV

HILTON GRAND VACATIONS INC

COM
43283X105
$9.44 M
7 %

227,391

APPF
APPF

APPFOLIO INC

COM CL A
03783C100
$7.84 M
6 %

34,030

ABNB
ABNB

AIRBNB INC

COM CL A
009066101
$7.33 M
6 %

55,386

CCCS
CCCS

CCC INTELLIGENT SOLUTIONS HL

COM
12510Q100
$7.28 M
6 %

773,297

---

RISKIFIED LTD

SHS CL A
M8216R109
$5.28 M
4 %

1,058,675

PCOR
PCOR

PROCORE TECHNOLOGIES INC

COM
74275K108
$4.81 M
4 %

70,271

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