The Analysis of TFJ Management, LLC's Holdings


Currently, TFJ Management, LLC holds 10 types of securities in its portfolio with a total value $148.4M. In the most recent quarter, they have increased their positions in CWAN (+357.0K shares, valued at $6.4M), CCC (+594.3K shares, valued at $5.4M), GTLB (+116.5K shares, valued at $5.3M); decreased their positions in APP (-23.4K shares, valued at $16.8M); initiated new positions in CWAN (+357.0K shares, valued at $6.4M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
APP APPLOVIN CORP54.5K shares-30.00%2025-09-302025-11-13history
CPNG COUPANG INC780.6K shares0.00%2025-09-302025-11-13history
KAR OPENLANE INC618.3K shares0.00%2025-09-302025-11-13history
CCC CCC INTELLIGENT SOLUTIONS HL1.4M shares76.85%2025-09-302025-11-13history
HGV HILTON GRAND VACATIONS INC266.2K shares17.05%2025-09-302025-11-13history
ACVA ACV AUCTIONS INC1.1M shares50.23%2025-09-302025-11-13history
GTLB GITLAB INC221.3K shares111.19%2025-09-302025-11-13history
APPF APPFOLIO INC34.0K shares0.00%2025-09-302025-11-13history
Sponsored
RSKD RISKIFIED LTD1.4M shares31.68%2025-09-302025-11-13history
CWAN CLEARWATER ANALYTICS HLDGS I357.0K sharesnew addition2025-09-302025-11-13history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available