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TFJ Management, LLC

Q4 2025 13F Holdings

  • Location
    somerville, MA
  • Num holdings

    10

  • Value ($000)

    $138,894

  • Date Filed
    02/17/2026
  • 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 Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
APP

APPLOVIN CORP

COM CL A
03831W108
$35.62M
26 %

52,865

K
KAR

OPENLANE INC

COM
48238T109
$22.4M
16 %

752,220

C
CPNG

COUPANG INC

CL A
22266T109
$19.91M
14 %

844,182

C
CWAN

CLEARWATER ANALYTICS HLDGS I

CL A
185123106
$16.48M
12 %

683,114

G
GTLB

GITLAB INC

CLASS A COM
37637K108
$15.12M
11 %

402,815

A
ACVA

ACV AUCTIONS INC

COM CL A
00091G104
$9.92M
7 %

1,236,430

A
APPF

APPFOLIO INC

COM CL A
03783C100
$8.41M
6 %

36,166

---

RISKIFIED LTD

SHS CL A
M8216R109
$6.93M
5 %

1,394,074

H
HGV

HILTON GRAND VACATIONS INC

COM
43283X105
$2.15M
2 %

48,030

---

CLARIVATE PLC

ORD SHS
G21810109
$1.95M
1 %

585,250

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