TFJ Management, LLC

Q4 2024 13F Holdings

  • Location
    somerville, MA
  • Num holdings

    16

  • Value ($000)

    $111,038

  • Date Filed
    02/13/2025
  • 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 Q4 2024 to
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
APP
APP

APPLOVIN CORP

COM CL A
03831W108
$27.69M
25 %

85,522

CPNG
CPNG

COUPANG INC

CL A
22266T109
$17.16M
16 %

780,600

KAR
KAR

OPENLANE INC

COM
48238T109
$14.46M
13 %

729,070

DCBO
DCBO

DOCEBO INC

COM
25609L105
$12.14M
11 %

271,113

ABNB
ABNB

AIRBNB INC

COM CL A
009066101
$6.81M
6 %

51,840

ACVA
ACVA

ACV AUCTIONS INC

COM CL A
00091G104
$6.14M
6 %

284,482

CRM
CRM

SALESFORCE INC

COM
79466L302
$5.87M
5 %

17,561

APPF
APPF

APPFOLIO INC

COM CL A
03783C100
$5.50M
5 %

22,273

PCOR
PCOR

PROCORE TECHNOLOGIES INC

COM
74275K108
$5.27M
5 %

70,271

HGV
HGV

HILTON GRAND VACATIONS INC

COM
43283X105
$3.57M
3 %

91,670

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 16