TFJ MANAGEMENT, LLC

PrivateCIK: 2056069
Location

SOMERVILLE, MA

13
Positions
$141.36M
Total AUM (reported)
5.69M
Total Shares

Allocation by class

TOTAL AUM$141.36M13 positions
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 356.8%4–1040.5%11–252.7%TOP 1097.3%0%100%
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

SOLE
CL A
Shares1.55M
TypeSH
Market value$29.34M
20.75%
Sole
1.55M
Shared
0.00
None
0.00

ISHARES INC

SOLE
MSCI STH KOR ETF
Shares211K
TypeSH
Market value$25.96M
18.36%
Sole
211K
Shared
0.00
None
0.00

APPLOVIN CORP

SOLE
COM CL A
Shares62.87K
TypeSH
Market value$25.02M
17.70%
Sole
62.87K
Shared
0.00
None
0.00

OPENLANE INC

SOLE
COM
Shares786.15K
TypeSH
Market value$22.92M
16.21%
Sole
786.15K
Shared
0.00
None
0.00

GITLAB INC

SOLE
CLASS A COM
Shares606.72K
TypeSH
Market value$13.13M
9.29%
Sole
606.72K
Shared
0.00
None
0.00

APPFOLIO INC

SOLE
COM CL A
Shares51.74K
TypeSH
Market value$8.17M
5.78%
Sole
51.74K
Shared
0.00
None
0.00

SAMSARA INC

SOLE
COM CL A
Shares129.79K
TypeSH
Market value$4.11M
2.91%
Sole
129.79K
Shared
0.00
None
0.00

SAILPOINT INC

SOLE
COM
Shares293.82K
TypeSH
Market value$3.89M
2.75%
Sole
293.82K
Shared
0.00
None
0.00

CLARIVATE PLC

SOLE
ORD SHS
Shares1.16M
TypeSH
Market value$2.93M
2.08%
Sole
1.16M
Shared
0.00
None
0.00

RISKIFIED LTD

SOLE
SHS CL A
Shares546.68K
TypeSH
Market value$2.14M
1.52%
Sole
546.68K
Shared
0.00
None
0.00

TOAST INC

SOLE
CL A
Shares63.11K
TypeSH
Market value$1.67M
1.18%
Sole
63.11K
Shared
0.00
None
0.00

FIGMA INC

SOLE
CLASS A COM STK
Shares66.60K
TypeSH
Market value$1.41M
1.00%
Sole
66.60K
Shared
0.00
None
0.00

ACV AUCTIONS INC

SOLE
COM CL A
Shares159.09K
TypeSH
Market value$674.6K
0.48%
Sole
159.09K
Shared
0.00
None
0.00