Holdings of TFJ Management, LLC
10 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 100 % of the equity sleeve
Sector breakdown
- Technology 25.2 %
- Unattributed 74.8 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 100.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 10 | 99.4M $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | AppLovin Corp | 62,872 | 25M $ | |
| 2 | OPENLANE Inc | 786,153 | 22.9M $ | |
| 3 | Coupang Inc | 974,307 | 18.4M $ | |
| 4 | Gitlab Inc | 606,720 | 13.1M $ | |
| 5 | Appfolio Inc | 51,739 | 8.2M $ | |
| 6 | Samsara Inc | 129,786 | 4.1M $ | |
| 7 | SailPoint Inc | 293,823 | 3.9M $ | |
| 8 | Toast Inc | 63,112 | 1.7M $ | |
| 9 | Figma Inc | 66,604 | 1.4M $ | |
| 10 | ACV Auctions Inc | 159,095 | 674.6K $ |