Tfj Management, LLC Top Holdings and 13F Report (2025) About Tfj Management, LLCInvestment ActivityTfj Management, LLC has $105.60 million in total holdings as of March 31, 2025.Tfj Management, LLC owns shares of 14 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 18.77% of the portfolio was purchased this quarter.About 10.71% of the portfolio was sold this quarter.This quarter, Tfj Management, LLC has purchased 16 new stocks and bought additional shares in 2 stocks.Tfj Management, LLC sold shares of 1 stock and completely divested from 5 stocks this quarter.Largest Holdings APPLOVIN CORP $20,626,060Coupang $17,118,558OPENLANE $14,056,470ACV Auctions $9,901,297Docebo $7,783,654 Largest New Holdings this Quarter 12510Q100 - CCC Intelligent Solutions $6,694,029 HoldingM8216R109 - Riskified $3,614,961 Holding37637K108 - GitLab $802,854 Holding Largest Purchases this Quarter CCC Intelligent Solutions 741,310 shares (about $6.69M)ACV Auctions 417,736 shares (about $5.89M)Riskified 782,459 shares (about $3.61M)Hilton Grand Vacations 75,321 shares (about $2.82M)GitLab 17,082 shares (about $802.85K) Largest Sales this Quarter APPLOVIN CORP 7,679 shares (about $2.03M) Sector Allocation Over TimeMap of 500 Largest Holdings ofTfj Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAPPLOVIN CORP$20,626,060$2,034,705 ▼-9.0%77,84319.5%COM CL ACPNGCoupang$17,118,5580.0%780,60016.2%Retail/WholesaleKAROPENLANE$14,056,4700.0%729,07013.3%Auto/Tires/TrucksACVAACV Auctions$9,901,297$5,890,091 ▲146.8%702,2189.4%Retail/WholesaleDCBODocebo$7,783,6540.0%271,1137.4%Computer and TechnologyCCCSCCC Intelligent Solutions$6,694,029$6,694,029 ▲New Holding741,3106.3%Computer and TechnologyHGVHilton Grand Vacations$6,247,133$2,817,758 ▲82.2%166,9915.9%Consumer DiscretionaryABNBAirbnb$6,192,8050.0%51,8405.9%Consumer DiscretionaryAPPFAppFolio$4,897,8330.0%22,2734.6%Computer and TechnologyPCORProcore Technologies$4,639,2910.0%70,2714.4%Computer and TechnologyRSKDRiskified$3,614,961$3,614,961 ▲New Holding782,4593.4%Computer and TechnologyLYVLive Nation Entertainment$2,042,9920.0%15,7761.9%Consumer DiscretionaryRBLXRoblox$983,0030.0%16,8640.9%Consumer DiscretionaryGTLBGitLab$802,854$802,854 ▲New Holding17,0820.8%Computer and TechnologyCRMSalesforce$0$5,871,169 ▼-100.0%00.0%Computer and TechnologyTKO GROUP HOLDINGS INC$0$1,352,319 ▼-100.0%00.0%CL AMNDYmonday.com$0$980,372 ▼-100.0%00.0%Computer and TechnologyCSGPCoStar Group$0$965,606 ▼-100.0%00.0%Computer and TechnologyOLOOLO$0$107,036 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
