Tfj Management, LLC 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Tfj Management, LLC disclosed 10 US equity positions worth $153.4m in its Q2 2026 13F filing. The largest position was APP at 21.6% of the reported book, followed by OPLN and WSE. Against the Q1 2026 filing, it opened 2 new positions, added to 5 and reduced 1 among the top 10 holdings.
What did Tfj Management, LLC own in Q2 2026? Top 10 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | APP APPLOVIN CORP | Communication Services | 21.6% | $33.2m | 64,420 | 2% | added |
| 2 | OPLN OPENLANE INC | Consumer Cyclical | 21.1% | $32.4m | 786,153 | 0% | held |
| 3 | WSE WISE GROUP PLC | 17.5% | $26.9m | 2,259,114 | – | new | |
| 4 | CPNG COUPANG INC | Consumer Cyclical | 12.3% | $18.9m | 1,086,770 | 12% | added |
| 5 | GTLB GITLAB INC | Technology | 9.5% | $14.6m | 477,631 | -21% | reduced |
| 6 | TOST TOAST INC | Technology | 6.4% | $9.8m | 350,565 | 455% | added |
| 7 | SAIL SAILPOINT INC | Technology | 4.4% | $6.7m | 459,627 | 56% | added |
| 8 | IOT SAMSARA INC | Technology | 2.7% | $4.2m | 129,786 | 0% | held |
| 9 | TW TRADEWEB MKTS INC | Financial Services | 2.5% | $3.9m | 39,092 | – | new |
| 10 | CLVT CLARIVATE PLC | Technology | 1.9% | $2.9m | 1,332,798 | 15% | added |
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.