Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
TFJ Management, LLC (CIK 2056069) reported $141.4M across 11 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CPNG ($29.3M, 20.75%), EWY ($26.0M, 18.36%), APP ($25.0M, 17.70%), KAR ($22.9M, 16.21%), GTLB ($13.1M, 9.29%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CPNG | COUPANG INC | $29.3M | 20.75% | 1.6M | Added |
| 2 | EWY | ISHARES INC | $26.0M | 18.36% | 211,000 | New |
| 3 | APP | APPLOVIN CORP | $25.0M | 17.70% | 62,872 | Added |
| 4 | KAR | OPENLANE INC | $22.9M | 16.21% | 786,153 | Added |
| 5 | GTLB | GITLAB INC | $13.1M | 9.29% | 606,720 | Added |
| 6 | APPF | APPFOLIO INC | $8.2M | 5.78% | 51,739 | Added |
| 7 | IOT | SAMSARA INC | $4.1M | 2.91% | 129,786 | New |
| 8 | SAIL | SAILPOINT INC | $3.9M | 2.75% | 293,823 | New |
| 9 | CLVT | CLARIVATE PLC | $2.9M | 2.08% | 1.2M | Added |
| 10 | RSKD | RISKIFIED LTD | $2.1M | 1.52% | 546,680 | Trimmed |
| 11 | TOST | TOAST INC | $1.7M | 1.18% | 63,112 | New |
| 12 | FIG | FIGMA INC | $1.4M | 1.00% | 66,604 | New |
| 13 | ACVA | ACV AUCTIONS INC | $674,563 | 0.48% | 159,095 | Trimmed |
| 14 | CWAN | CLEARWATER ANALYTICS HLDGS I | $0 | 0.00% | 0 | Exited |
| 15 | HGV | HILTON GRAND VACATIONS INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31