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Tfj Management, LLC Top Holdings and 13F Report (2025)

About Tfj Management, LLC

Investment Activity

  • Tfj Management, LLC has $111.04 million in total holdings as of December 31, 2024.
  • Tfj Management, LLC owns shares of 16 different stocks, but just 7 companies or ETFs make up 80% of its holdings.

Largest Holdings

APPLOVIN CORP
$27,694,589
Coupang
$17,157,588
OPENLANE
$14,464,749
Docebo
$12,137,729
Airbnb
$6,812,294

Sector Allocation

Map of 500 Largest Holdings ofTfj Management, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueShares Held% of PortfolioSector
APPLOVIN CORP
$27,694,58985,52224.9%COM CL A
Coupang, Inc. stock logo
CPNG
Coupang
$17,157,588780,60015.5%Retail/Wholesale
OPENLANE, Inc. stock logo
KAR
OPENLANE
$14,464,749729,07013.0%Auto/Tires/Trucks
Docebo Inc. stock logo
DCBO
Docebo
$12,137,729271,11310.9%Computer and Technology
Airbnb, Inc. stock logo
ABNB
Airbnb
$6,812,29451,8406.1%Consumer Discretionary
ACV Auctions Inc. stock logo
ACVA
ACV Auctions
$6,144,811284,4825.5%Retail/Wholesale
Salesforce, Inc. stock logo
CRM
Salesforce
$5,871,16917,5615.3%Computer and Technology
AppFolio, Inc. stock logo
APPF
AppFolio
$5,495,19522,2734.9%Computer and Technology
Procore Technologies, Inc. stock logo
PCOR
Procore Technologies
$5,265,40670,2714.7%Computer and Technology
Hilton Grand Vacations Inc. stock logo
HGV
Hilton Grand Vacations
$3,570,54791,6703.2%Consumer Discretionary
Live Nation Entertainment, Inc. stock logo
LYV
Live Nation Entertainment
$2,042,99215,7761.8%Consumer Discretionary
TKO GROUP HOLDINGS INC
$1,352,3199,5161.2%CL A
monday.com Ltd. stock logo
MNDY
monday.com
$980,3724,1640.9%Computer and Technology
Roblox Co. stock logo
RBLX
Roblox
$975,75116,8640.9%Consumer Discretionary
CoStar Group, Inc. stock logo
CSGP
CoStar Group
$965,60613,4880.9%Computer and Technology
Olo Inc. stock logo
OLO
OLO
$107,03613,9370.1%Computer and Technology

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data