TFJ Management, LLC reported 12 holdings worth US$206M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
TFJ Management, LLC reported 12 holdings worth US$206M as of Jun 30, 2026. Largest: Applovin Corporation, Openlane, Inc. and Coupang, Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 12
- Value as reported
- US$206M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Applovin Corporation | 64,420 | US$33.2M | 16.1% |
| Openlane, Inc. | 786K | US$32.4M | 15.7% |
| Coupang, Inc. | 1.09M | US$18.9M | 9.2% |
| Gitlab Inc. | 478K | US$14.6M | 7.1% |
| Toast, Inc. | 351K | US$9.75M | 4.7% |
| Sailpoint, Inc. | 460K | US$6.73M | 3.3% |
| Samsara Inc. | 130K | US$4.21M | 2.0% |
| Tradeweb Markets Inc. | 39,092 | US$3.9M | 1.9% |
| Acv Auctions Inc. | 0 | US$0 | 0.00% |
| Appfolio, Inc. | 0 | US$0 | 0.00% |
| Figma Inc | 0 | US$0 | 0.00% |