Filed: 5/15/2026ACC: 0002056069-26-000002
📋 What this filing means
TFJ MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 13 equity positions with a total reported market value of $141.36M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
13
Positions
$141.36M
Total AUM (reported)
5.69M
Total Shares
Allocation by class
COM CL A$37.98M26.9%
CL A$31.01M21.9%
COM$26.81M19.0%
MSCI STH KOR ETF$25.96M18.4%
CLASS A COM$13.13M9.3%
ORD SHS$2.93M2.1%
SHS CL A$2.14M1.5%
Portfolio Concentration
Top 3$80.32M56.8%
4–10$57.29M40.5%
11–25$3.76M2.7%
Top 3 weight
56.8%
Top 10 weight
97.3%
Voting Authority Distribution
Total shares with voting rights: 5.69M
Sole
Full voting authority
5.69M
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)
Sole13
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings13
Rows:
COUPANG INC
SOLEShares1.55M
TypeSH
Market value$29.34M
20.75%
Sole
1.55M
Shared
0.00
None
0.00
ISHARES INC
SOLEShares211K
TypeSH
Market value$25.96M
18.36%
Sole
211K
Shared
0.00
None
0.00
APPLOVIN CORP
SOLEShares62.87K
TypeSH
Market value$25.02M
17.70%
Sole
62.87K
Shared
0.00
None
0.00
OPENLANE INC
SOLEShares786.15K
TypeSH
Market value$22.92M
16.21%
Sole
786.15K
Shared
0.00
None
0.00
GITLAB INC
SOLEShares606.72K
TypeSH
Market value$13.13M
9.29%
Sole
606.72K
Shared
0.00
None
0.00
APPFOLIO INC
SOLEShares51.74K
TypeSH
Market value$8.17M
5.78%
Sole
51.74K
Shared
0.00
None
0.00
SAMSARA INC
SOLEShares129.79K
TypeSH
Market value$4.11M
2.91%
Sole
129.79K
Shared
0.00
None
0.00
SAILPOINT INC
SOLEShares293.82K
TypeSH
Market value$3.89M
2.75%
Sole
293.82K
Shared
0.00
None
0.00
CLARIVATE PLC
SOLEShares1.16M
TypeSH
Market value$2.93M
2.08%
Sole
1.16M
Shared
0.00
None
0.00
RISKIFIED LTD
SOLEShares546.68K
TypeSH
Market value$2.14M
1.52%
Sole
546.68K
Shared
0.00
None
0.00
TOAST INC
SOLEShares63.11K
TypeSH
Market value$1.67M
1.18%
Sole
63.11K
Shared
0.00
None
0.00
FIGMA INC
SOLEShares66.60K
TypeSH
Market value$1.41M
1.00%
Sole
66.60K
Shared
0.00
None
0.00
ACV AUCTIONS INC
SOLEShares159.09K
TypeSH
Market value$674.6K
0.48%
Sole
159.09K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
COUPANG INCSOLE | CL A | 1.55M | SH | $29.34M 20.75% | 1.55M | 0.00 | 0.00 |
ISHARES INCSOLE | MSCI STH KOR ETF | 211K | SH | $25.96M 18.36% | 211K | 0.00 | 0.00 |
APPLOVIN CORPSOLE | COM CL A | 62.87K | SH | $25.02M 17.70% | 62.87K | 0.00 | 0.00 |
OPENLANE INCSOLE | COM | 786.15K | SH | $22.92M 16.21% | 786.15K | 0.00 | 0.00 |
GITLAB INCSOLE | CLASS A COM | 606.72K | SH | $13.13M 9.29% | 606.72K | 0.00 | 0.00 |
APPFOLIO INCSOLE | COM CL A | 51.74K | SH | $8.17M 5.78% | 51.74K | 0.00 | 0.00 |
SAMSARA INCSOLE | COM CL A | 129.79K | SH | $4.11M 2.91% | 129.79K | 0.00 | 0.00 |
SAILPOINT INCSOLE | COM | 293.82K | SH | $3.89M 2.75% | 293.82K | 0.00 | 0.00 |
CLARIVATE PLCSOLE | ORD SHS | 1.16M | SH | $2.93M 2.08% | 1.16M | 0.00 | 0.00 |
RISKIFIED LTDSOLE | SHS CL A | 546.68K | SH | $2.14M 1.52% | 546.68K | 0.00 | 0.00 |
TOAST INCSOLE | CL A | 63.11K | SH | $1.67M 1.18% | 63.11K | 0.00 | 0.00 |
FIGMA INCSOLE | CLASS A COM STK | 66.60K | SH | $1.41M 1.00% | 66.60K | 0.00 | 0.00 |
ACV AUCTIONS INCSOLE | COM CL A | 159.09K | SH | $674.6K 0.48% | 159.09K | 0.00 | 0.00 |