TFJ Management, LLC
Top Portfolio Positions
12 positions ·
$115,407,385 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| CPNG |
Coupang, Inc.
Consumer Cyclical
|
1,553,907 | $29,337,764 | 25.42% | |
| APP |
AppLovin Corp
Communication Services
|
62,872 | $25,023,056 | 21.68% | |
| OPLN |
OPENLANE, Inc.
Consumer Cyclical
|
786,153 | $22,916,359 | 19.86% | |
| GTLB |
Gitlab Inc.
Technology
|
606,720 | $13,129,420 | 11.38% | |
| APPF |
Appfolio Inc
Technology
|
51,739 | $8,165,448 | 7.08% | |
| IOT |
Samsara Inc.
Technology
|
129,786 | $4,112,918 | 3.56% | |
| SAIL |
SailPoint, Inc.
Technology
|
293,823 | $3,890,216 | 3.37% | |
| CLVT |
Clarivate PLC
Technology
|
1,159,506 | $2,933,550 | 2.54% | |
| RSKD |
Riskified Ltd.
Technology
|
546,680 | $2,142,985 | 1.86% | |
| TOST |
Toast, Inc.
Technology
|
63,112 | $1,673,099 | 1.45% |
Portfolio Trend
6 quarters · across all stocks
Holdings in APPF
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,165,448 | 51,739 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $8,414,019 | 36,166 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $9,380,709 | 34,030 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $7,836,428 | 34,030 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,897,832 | 22,273 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $5,495,194 | 22,273 | Shares | Sole | 2025-02-13 | |
| No 13F history on record for this holder in this stock. | ||||||