TFJ Management, LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, TFJ Management, LLC held in its portfolio 10 assets valued at $138,894,031 (i.e. $138.89M).

The most valuable assets in the portfolio included: APPLOVIN CORP ($35.62M), OPENLANE INC ($22.40M), and COUPANG INC ($19.91M).

The chart below shows the top 10 valuable assets, and the table below shows the top 10 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in TFJ Management, LLC Portfolio

APPLOVIN CORP

OPENLANE INC

COUPANG INC

CLEARWATER ANALYTICS HLDGS I

GITLAB INC

ACV AUCTIONS INC

APPFOLIO INC

RISKIFIED LTD

HILTON GRAND VACATIONS INC

CLARIVATE PLC

TFJ Management, LLC - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
APPLOVIN CORP	52865	35621494	COM CL A
OPENLANE INC	752220	22401112	COM
COUPANG INC	844182	19914253	CL A
CLEARWATER ANALYTICS HLDGS I	683114	16476710	CL A
GITLAB INC	402815	15117647	CLASS A COM
ACV AUCTIONS INC	1236430	9916169	COM CL A
APPFOLIO INC	36166	8414020	COM CL A
RISKIFIED LTD	1394074	6928548	SHS CL A
HILTON GRAND VACATIONS INC	48030	2149343	COM
CLARIVATE PLC	585250	1954735	ORD SHS