Tfj Management, LLC 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Tfj Management, LLC disclosed 12 US equity positions worth $104.5m in its Q1 2026 13F filing. The largest position was APP at 24.0% of the reported book, followed by OPLN and CPNG.
What did Tfj Management, LLC own in Q1 2026? Top 12 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | APP APPLOVIN CORP | Communication Services | 24.0% | $25.0m | 62,872 | – | |
| 2 | OPLN OPENLANE INC | Consumer Cyclical | 21.9% | $22.9m | 786,153 | – | |
| 3 | CPNG COUPANG INC | Consumer Cyclical | 17.6% | $18.4m | 974,307 | – | |
| 4 | GTLB GITLAB INC | Technology | 12.6% | $13.1m | 606,720 | – | |
| 5 | APPF APPFOLIO INC | Technology | 7.8% | $8.2m | 51,739 | – | |
| 6 | IOT SAMSARA INC | Technology | 3.9% | $4.1m | 129,786 | – | |
| 7 | SAIL SAILPOINT INC | Technology | 3.7% | $3.9m | 293,823 | – | |
| 8 | CLVT CLARIVATE PLC | Technology | 2.8% | $2.9m | 1,159,506 | – | |
| 9 | RSKD RISKIFIED LTD | Technology | 2.1% | $2.1m | 546,680 | – | |
| 10 | TOST TOAST INC | Technology | 1.6% | $1.7m | 63,112 | – | |
| 11 | FIG FIGMA INC | Technology | 1.3% | $1.4m | 66,604 | – | |
| 12 | ACVA ACV AUCTIONS INC | Consumer Cyclical | 0.6% | $674.6k | 159,095 | – |
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.