TFJ Management, LLC: 13F holdings
CIK 20560692026Q2
| Positions | 11 |
|---|
| Reported value | $206.1m |
|---|
| Filed | 2026-08-14 |
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Change since last quarter
| Positions | 11 (-2 vs prior quarter) |
|---|
| Reported value | $206.1m (+45.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| APP APPLOVIN CORP | 64,420 | $33.2m | 16.1% |
| OPLN OPENLANE INC | 786,153 | $32.4m | 15.7% |
| WISE GROUP PLC | 2,259,114 | $26.9m | 13.1% |
| CPNG COUPANG INC | 1,086,770 | $18.9m | 9.2% |
| GTLB GITLAB INC | 477,631 | $14.6m | 7.1% |
| TOST TOAST INC | 350,565 | $9.8m | 4.7% |
| SAIL SAILPOINT INC | 459,627 | $6.7m | 3.3% |
| IOT SAMSARA INC | 129,786 | $4.2m | 2.0% |
| TW TRADEWEB MKTS INC | 39,092 | $3.9m | 1.9% |
| CLARIVATE PLC | 1,332,798 | $2.9m | 1.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2056069")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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