Tfj Management, LLC Top Holdings and 13F Report (2026) About Tfj Management, LLCInvestment ActivityTfj Management, LLC has $206.11 million in total holdings as of June 30, 2026.Tfj Management, LLC owns shares of 11 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 21.52% of the portfolio was purchased this quarter.About 7.92% of the portfolio was sold this quarter.This quarter, Tfj Management, LLC has purchased 13 new stocks and bought additional shares in 5 stocks.Tfj Management, LLC sold shares of 1 stock and completely divested from 4 stocks this quarter.Largest Holdings iShares MSCI South Korea ETF $42,600,900APPLOVIN CORP $33,191,117OPENLANE $32,420,950Coupang $28,944,847WISE GROUP PLC $26,906,048 Largest New Holdings this Quarter G9723Y105 - WISE GROUP PLC $26,906,048 Holding892672106 - Tradeweb Markets $3,895,909 Holding Largest Purchases this Quarter WISE GROUP PLC 2,259,114 shares (about $26.91M)Toast 287,453 shares (about $8.00M)Tradeweb Markets 39,092 shares (about $3.90M)SAILPOINT INC 165,804 shares (about $2.43M)Coupang 112,463 shares (about $1.95M) Largest Sales this Quarter GitLab 129,089 shares (about $3.94M) 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 PortfolioSectorEWYiShares MSCI South Korea ETF$42,600,9000.0%211,00020.7%ETFAPPLOVIN CORP$33,191,117$797,576 â–²2.5%64,42016.1%COM CL AKAROPENLANE$32,420,9500.0%786,15315.7%IndustrialsCPNGCoupang$28,944,847$1,953,482 â–²7.2%1,666,37014.0%Consumer DiscretionaryWISE GROUP PLC$26,906,048$26,906,048 â–²New Holding2,259,11413.1%ORD SHS CLASS AGTLBGitLab$14,582,074$3,941,087 â–¼-21.3%477,6317.1%TechnologyTOSTToast$9,752,718$7,996,942 â–²455.5%350,5654.7%FinanceSAILPOINT INC$6,728,939$2,427,370 â–²56.4%459,6273.3%COMIOTSamsara$4,208,9600.0%129,7862.0%TechnologyTWTradeweb Markets$3,895,909$3,895,909 â–²New Holding39,0921.9%FinanceCLVTClarivate$2,878,844$374,311 â–²14.9%1,332,7981.4%IndustrialsAPPFAppFolio$0$8,165,449 â–¼-100.0%00.0%TechnologyRSKDRiskified$0$2,142,986 â–¼-100.0%00.0%TechnologyFIGMA INC$0$1,408,009 â–¼-100.0%00.0%CLASS A COM STKACV AUCTIONS INC$0$674,563 â–¼-100.0%00.0%COM CL AShowing 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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access 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 Email Me a Login Link 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.
