Holdings
TFJ Management, LLC
As of Jun 30, 2026, TFJ Management, LLC reported 8 positions worth US$124M. Largest: Applovin Corporation, Openlane, Inc. and Coupang, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Applovin Corporation | 64,420 | US$33.2M | +1,548 | Jun 30, 2026 |
| Openlane, Inc. | 786K | US$32.4M | no change | Jun 30, 2026 |
| Coupang, Inc. | 1.09M | US$18.9M | +112K | Jun 30, 2026 |
| Gitlab Inc. | 478K | US$14.6M | −129K | Jun 30, 2026 |
| Toast, Inc. | 351K | US$9.75M | +287K | Jun 30, 2026 |
| Sailpoint, Inc. | 460K | US$6.73M | +166K | Jun 30, 2026 |
| Samsara Inc. | 130K | US$4.21M | no change | Jun 30, 2026 |
| Tradeweb Markets Inc. | 39,092 | US$3.9M | new | Jun 30, 2026 |