Investor
TFJ Management, LLC
CIK 0002056069 · filed 2026-05-15 · SEC filing
13F book
$141.4M
Positions
12
4 new · 2 sold
Largest name
17.7%
Applovin Corp · APP
Est. mark
−$29.8M
Price effect on 8 names still held. Flow −$4.64M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Applovin Corp | APP | 62.9K | $25M | 17.7% | −$14.6M | Added−$10.6M |
| OPENLANE, Inc. | OPLN | 786.2K | $22.9M | 16.2% | −$473.9K | Added$515.2K |
| Coupang, Inc. | CPNG | 974.3K | $18.4M | 13.0% | −$3.98M | Added−$1.52M |
| Gitlab Inc. | GTLB | 606.7K | $13.1M | 9.3% | −$6.4M | Added−$1.99M |
| Appfolio Inc | APPF | 51.7K | $8.17M | 5.8% | −$2.71M | Added−$248.6K |
| Samsara Inc. | IOT | 129.8K | $4.11M | 2.9% | — | New |
| SailPoint, Inc. | SAIL | 293.8K | $3.89M | 2.8% | — | New |
| Clarivate Plc | CLVT | 1.16M | $2.93M | 2.1% | −$474.1K | Added$978.8K |
| Riskified Ltd. | RSKD | 546.7K | $2.14M | 1.5% | −$574K | Cut−$4.79M |
| Toast, Inc. | TOST | 63.1K | $1.67M | 1.2% | — | New |
| Figma, Inc. | FIG | 66.6K | $1.41M | 1.0% | — | New |
| ACV Auctions Inc. | ACVA | 159.1K | $674.6K | 0.5% | −$601.4K | Cut−$9.24M |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.