Holders — by stockHoldings — by fund
TFJ Management, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002056069
$206.1M
disclosed book value
11
positions
20.7%
largest position share
Positions, as of 2026-06-30
top 12 of 11 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | EWYISHARES INCPUT | 211,000 | $42.6M | 20.7% |
| 2 | APPAPPLOVIN CORP | 64,420 | $33.2M | 16.1% |
| 3 | OPLNOPENLANE INC | 786,153 | $32.4M | 15.7% |
| 4 | WISE GROUP PLC | 2.3M | $26.9M | 13.1% |
| 5 | CPNGCOUPANG INC | 1.1M | $18.9M | 9.2% |
| 6 | GTLBGITLAB INC | 477,631 | $14.6M | 7.1% |
| 7 | CPNGCOUPANG INCCALL | 579,600 | $10.1M | 4.9% |
| 8 | TOSTTOAST INC | 350,565 | $9.8M | 4.7% |
| 9 | SAILSAILPOINT INC | 459,627 | $6.7M | 3.3% |
| 10 | IOTSAMSARA INC | 129,786 | $4.2M | 2% |
| 11 | TWTRADEWEB MKTS INC | 39,092 | $3.9M | 1.9% |
| 12 | CLARIVATE PLC | 1.3M | $2.9M | 1.4% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.