TFJ Management, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), TFJ Management, LLC reported 16 stock positions worth $111.0 million. Its top holding was AppLovin Class A (APP) at 24.9% of the portfolio, followed by Coupang (CPNG, 15.5%) and Openlane (OPLN, 13.0%).
- Most Recent 13F
- Q2 2026
- Location
- SOMERVILLE, MA
- CIK
- 0002056069
- Portfolio Value
- $111.0M (Q4 2024)
- SEC Filing
- 0002056069-25-000001 ↗ filed Feb 13, 2025
Holdings Value
Holdings 16 stocks · $111.0M
| APP AppLovin Corp. Class A | 24.94% | 85,522 | $27.7M | — |
| CPNG Coupang Inc. | 15.45% | 780,600 | $17.2M | — |
| OPLN Openlane Inc. | 13.03% | 729,070 | $14.5M | — |
| DCBO Docebo Inc. | 10.93% | 271,113 | $12.1M | — |
| ABNB Airbnb Inc. Class A | 6.14% | 51,840 | $6.8M | — |
| ACVA Acv Auctions Inc. Class A | 5.53% | 284,482 | $6.1M | — |
| CRM Salesforce Inc. | 5.29% | 17,561 | $5.9M | — |
| APPF Appfolio Inc. Class A | 4.95% | 22,273 | $5.5M | — |
| PCOR Procore Technologies Inc. | 4.74% | 70,271 | $5.3M | — |
| HGV Hilton Grand Vacations Inc. | 3.22% | 91,670 | $3.6M | — |
| LYV Live Nation Entertainment Inc. | 1.84% | 15,776 | $2.0M | — |
| TKO Tko Group Holdings Inc. | 1.22% | 9,516 | $1.4M | — |
| MNDY Monday.com Ltd. | 0.88% | 4,164 | $980K | — |
| RBLX Roblox Corp. Class A | 0.88% | 16,864 | $976K | — |
| CSGP Costar Group Inc. | 0.87% | 13,488 | $966K | — |
| OLO Olo Inc. Class A | 0.10% | 13,937 | $107K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 10 | $153.4M | APP, OPLN, WSE, CPNG, GTLB |
| Q1 2026 | 12 | $104.5M | APP, OPLN, CPNG, GTLB, APPF |
| Q4 2025 | 10 | $138.9M | APP, OPLN, CPNG, CWAN, GTLB |
| Q3 2025 | 10 | $148.4M | APP, CPNG, OPLN, CCC, HGV |
| Q2 2025 | 12 | $128.1M | APP, CPNG, OPLN, ACVA, HGV |
| Q1 2025 | 14 | $105.6M | APP, CPNG, OPLN, ACVA, DCBO |
| Q4 2024 | 16 | $111.0M | APP, CPNG, OPLN, DCBO, ABNB |