Filed: 11/13/2025ACC: 0002056069-25-000006
📋 What this filing means
TFJ MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 10 equity positions with a total reported market value of $148.44M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
10
Positions
$148.44M
Total AUM (reported)
6.15M
Total Shares
Allocation by class
COM CL A$58.99M39.7%
COM$41.38M27.9%
CL A$31.57M21.3%
CLASS A COM$9.97M6.7%
SHS CL A$6.52M4.4%
Portfolio Concentration
Top 3$82.08M55.3%
4–10$66.36M44.7%
Top 3 weight
55.3%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 6.15M
Sole
Full voting authority
6.15M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole10
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings10
Rows:
APPLOVIN CORP
SOLEShares54.49K
TypeSH
Market value$39.15M
26.38%
Sole
54.49K
Shared
0.00
None
0.00
COUPANG INC
SOLEShares780.60K
TypeSH
Market value$25.14M
16.93%
Sole
780.60K
Shared
0.00
None
0.00
OPENLANE INC
SOLEShares618.35K
TypeSH
Market value$17.80M
11.99%
Sole
618.35K
Shared
0.00
None
0.00
CCC INTELLIGENT SOLUTIONS HL
SOLEShares1.37M
TypeSH
Market value$12.46M
8.39%
Sole
1.37M
Shared
0.00
None
0.00
HILTON GRAND VACATIONS INC
SOLEShares266.17K
TypeSH
Market value$11.13M
7.50%
Sole
266.17K
Shared
0.00
None
0.00
ACV AUCTIONS INC
SOLEShares1.05M
TypeSH
Market value$10.45M
7.04%
Sole
1.05M
Shared
0.00
None
0.00
GITLAB INC
SOLEShares221.26K
TypeSH
Market value$9.97M
6.72%
Sole
221.26K
Shared
0.00
None
0.00
APPFOLIO INC
SOLEShares34.03K
TypeSH
Market value$9.38M
6.32%
Sole
34.03K
Shared
0.00
None
0.00
RISKIFIED LTD
SOLEShares1.39M
TypeSH
Market value$6.52M
4.40%
Sole
1.39M
Shared
0.00
None
0.00
CLEARWATER ANALYTICS HLDGS I
SOLEShares357.04K
TypeSH
Market value$6.43M
4.33%
Sole
357.04K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLOVIN CORPSOLE | COM CL A | 54.49K | SH | $39.15M 26.38% | 54.49K | 0.00 | 0.00 |
COUPANG INCSOLE | CL A | 780.60K | SH | $25.14M 16.93% | 780.60K | 0.00 | 0.00 |
OPENLANE INCSOLE | COM | 618.35K | SH | $17.80M 11.99% | 618.35K | 0.00 | 0.00 |
CCC INTELLIGENT SOLUTIONS HLSOLE | COM | 1.37M | SH | $12.46M 8.39% | 1.37M | 0.00 | 0.00 |
HILTON GRAND VACATIONS INCSOLE | COM | 266.17K | SH | $11.13M 7.50% | 266.17K | 0.00 | 0.00 |
ACV AUCTIONS INCSOLE | COM CL A | 1.05M | SH | $10.45M 7.04% | 1.05M | 0.00 | 0.00 |
GITLAB INCSOLE | CLASS A COM | 221.26K | SH | $9.97M 6.72% | 221.26K | 0.00 | 0.00 |
APPFOLIO INCSOLE | COM CL A | 34.03K | SH | $9.38M 6.32% | 34.03K | 0.00 | 0.00 |
RISKIFIED LTDSOLE | SHS CL A | 1.39M | SH | $6.52M 4.40% | 1.39M | 0.00 | 0.00 |
CLEARWATER ANALYTICS HLDGS ISOLE | CL A | 357.04K | SH | $6.43M 4.33% | 357.04K | 0.00 | 0.00 |