TM

TFJ Management, LLC

13F
TFJ Management, LLC
Last update 2025-05-13 14 Stocks (3 new)
Value $106.00 Mil Turnover 19 %
Countries:
Top Holdings: APP(19.53%)CPNG(16.21%)KAR(13.31%)ACVA(9.38%)DCBO(7.37%)
Summary Stock Picks Current Portfolio
TFJ Management, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
APP
AppLovin Corp
77,843
20,626.1
-8.98%
19.530
-2.24%
0.020
+60.51%
+13.07%
123,907.1
Media - Diversified
CPNG
Coupang Inc
780,600
17,118.6
0%
16.210
0%
0.040
+48.56%
+42.81%
56,992.1
Retail - Cyclical
KAR
Openlane Inc
729,070
14,056.5
0%
13.310
0%
0.680
+37.35%
+26.41%
2,693.2
Vehicles & Parts
ACVA
ACV Auctions Inc
702,218
9,901.3
+146.84%
9.380
+5.58%
0.390
+7.48%
-30.79%
2,697.4
Vehicles & Parts
DCBO
Docebo Inc
271,113
7,783.6
0%
7.370
0%
0.910
+6.81%
-31.70%
904.0
Software
CCCS
CCC Intelligent Solutions Holdings Inc
CCC Intelligent Solutions Holdings Inc
741,310
6,694.0
New Holding
6.340
+6.34%
0.110
+14.54%
-17.39%
6,386.3
Software
HGV
Hilton Grand Vacations Inc
166,991
6,247.1
+82.17%
5.920
+2.67%
0.180
+44.62%
+22.23%
4,364.2
Travel & Leisure
ABNB
Airbnb Inc
51,840
6,192.8
0%
5.860
0%
0.010
+23.71%
+5.07%
85,218.6
Travel & Leisure
APPF
AppFolio Inc
22,273
4,897.8
0%
4.640
0%
0.060
+20.17%
+2.23%
9,087.5
Software
PCOR
Procore Technologies Inc
70,271
4,639.3
0%
4.390
0%
0.050
+30.52%
-2.00%
10,953.5
Software

TFJ Management, LLC's Historical Top Holdings Breakdowns

TFJ Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
CCCS
CCC Intelligent Solutions Holdings Inc
CCC Intelligent Solutions Holdings Inc
2025-03-31
New Buy
New Buy
+6.34%
●
8.92 ($10.38) 11.7
$9.69
-6.65%
New holding
741,310
741,310
ACVA
ACV Auctions Inc
2025-03-31
Add
Add
+5.58%
●
13.1 ($18.42) 22.25
$14.95
-18.84%
Add 146.84%
702,218
417,736
CRM
Salesforce Inc
2025-03-31
Sold Out
Sold Out
-5.29%
●
268.36 ($311.03) 359.95
$262.28
-15.67%
Sold Out
0
-17,561
RSKD
Riskified Ltd
2025-03-31
New Buy
New Buy
+3.42%
●
4.49 ($5.04) 5.9
$5.60
11.11%
New holding
782,459
782,459
HGV
Hilton Grand Vacations Inc
2025-03-31
Add
Add
+2.67%
●
33.7 ($39.87) 43.19
$47.61
19.41%
Add 82.17%
166,991
75,321
APP
AppLovin Corp
2025-03-31
Reduce
Reduce
-2.24%
●
238.08 ($344.61) 510.13
$366.17
6.26%
Reduce -8.98%
77,843
-7,679
TKO
TKO Group Holdings Inc
2025-03-31
Sold Out
Sold Out
-1.22%
●
139.62 ($152.78) 176.64
$168.70
10.42%
Sold Out
0
-9,516
MNDY
Monday.Com Ltd
2025-03-31
Sold Out
Sold Out
-0.88%
●
213 ($264.28) 327.92
$284.15
7.52%
Sold Out
0
-4,164
CSGP
CoStar Group Inc
2025-03-31
Sold Out
Sold Out
-0.87%
●
69.29 ($76.08) 80.37
$85.01
11.74%
Sold Out
0
-13,488
GTLB
GitLab Inc
2025-03-31
New Buy
New Buy
+0.76%
●
47 ($61.16) 73.14
$44.92
-26.55%
New holding
17,082
17,082

TFJ Management, LLC Total Holding History ($B)

To

TFJ Management, LLC's Asset Allocation

To

TFJ Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

TFJ Management, LLC's Hypothetical Growth since 2025-03-31

TFJ Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

TFJ Management, LLC's Holdings Heat Map

Size field:

TFJ Management, LLC's Holdings Bubble Chart

TFJ Management, LLC News

  • 1

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