TFJ Management, LLC 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
TFJ Management, LLC disclosed 16 US equity positions worth $111.0m in its Q4 2024 13F filing. The largest position was APP at 24.9% of the reported book, followed by CPNG and OPLN.
What did TFJ Management, LLC own in Q4 2024? Top 16 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | APP APPLOVIN CORP | Communication Services | 24.9% | $27.7m | 85,522 | – | |
| 2 | CPNG COUPANG INC | Consumer Cyclical | 15.5% | $17.2m | 780,600 | – | |
| 3 | OPLN OPENLANE INC | Consumer Cyclical | 13.0% | $14.5m | 729,070 | – | |
| 4 | DCBO DOCEBO INC | Technology | 10.9% | $12.1m | 271,113 | – | |
| 5 | ABNB AIRBNB INC | Consumer Cyclical | 6.1% | $6.8m | 51,840 | – | |
| 6 | ACVA ACV AUCTIONS INC | Consumer Cyclical | 5.5% | $6.1m | 284,482 | – | |
| 7 | CRM SALESFORCE INC | Technology | 5.3% | $5.9m | 17,561 | – | |
| 8 | APPF APPFOLIO INC | Technology | 4.9% | $5.5m | 22,273 | – | |
| 9 | PCOR PROCORE TECHNOLOGIES INC | Technology | 4.7% | $5.3m | 70,271 | – | |
| 10 | HGV HILTON GRAND VACATIONS INC | Consumer Cyclical | 3.2% | $3.6m | 91,670 | – | |
| 11 | LYV LIVE NATION ENTERTAINMENT IN | Communication Services | 1.8% | $2.0m | 15,776 | – | |
| 12 | TKO TKO GROUP HOLDINGS INC | Communication Services | 1.2% | $1.4m | 9,516 | – | |
| 13 | MNDY MONDAY COM LTD | Technology | 0.9% | $980.4k | 4,164 | – | |
| 14 | RBLX ROBLOX CORP | Communication Services | 0.9% | $975.8k | 16,864 | – | |
| 15 | CSGP COSTAR GROUP INC | Real Estate | 0.9% | $965.6k | 13,488 | – | |
| 16 | OLOGBX OLO INC | 0.1% | $107.0k | 13,937 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.