account_balance
Investment manager · 13F filer · SEC CIK 2056069
TFJ Management, LLC
Reported value$153Mas of Jun 30, 2026
Positions10 2 new, 4 sold out
Top 10 weight100.0%APP alone is 22%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
This fund reports 10 stocks.
APPAppLovin Corp
21.6%Added +2%
OPLNOpenlane, Inc.
21.1%
WSEWise Group PLC
17.5%New
CPNGCoupang, Inc.
12.3%Added +12%
GTLBGitlab Inc.
9.5%Trimmed −21%
TOSTToast, Inc.
6.4%Added +455%
SAILSailPoint, Inc.
4.4%
IOTSamsara Inc.
2.7%
TWTradeweb Markets Inc.
2.5%
CLVTAPPAppLovin Corp
21.6%Added +2%
OPLNOpenlane, Inc.
21.1%
WSEWise Group PLC
17.5%New
CPNGCoupang, Inc.
12.3%Added +12%
GTLBGitlab Inc.
9.5%−21%
TOSTToast, Inc.
6.4%
SAILIOT2.7%TWBox size is the share of the fund. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 10 as a list
APP AppLovin Corp 21.6% Added +2%OPLN Openlane, Inc. 21.1% HeldWSE Wise Group PLC 17.5% NewCPNG Coupang, Inc. 12.3% Added +12%GTLB Gitlab Inc. 9.5% Trimmed −21%TOST Toast, Inc. 6.4% Added +455%SAIL SailPoint, Inc. 4.4% Added +56%IOT Samsara Inc. 2.7% HeldTW Tradeweb Markets Inc. 2.5% NewCLVT Clarivate PLC 1.9% Added +15%
What changed
Biggest moves since Mar 31, 2026
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