Tfj Management, LLC Top Holdings and 13F Report (2026) About Tfj Management, LLCInvestment ActivityTfj Management, LLC has $141.36 million in total holdings as of March 31, 2026.Tfj Management, LLC owns shares of 13 different stocks, but just 5 companies or ETFs make up 80% of its holdings.Approximately 45.09% of the portfolio was purchased this quarter.About 18.76% of the portfolio was sold this quarter.This quarter, Tfj Management, LLC has purchased 10 new stocks and bought additional shares in 6 stocks.Tfj Management, LLC sold shares of 2 stocks and completely divested from 2 stocks this quarter.Largest Holdings Coupang $29,337,764iShares MSCI South Korea ETF $25,955,110APPLOVIN CORP $25,023,056OPENLANE $22,916,360GitLab $13,129,421 Largest New Holdings this Quarter 464286772 - iShares MSCI South Korea ETF $25,955,110 Holding79589L106 - Samsara $4,112,918 Holding78781J109 - SAILPOINT INC $3,890,217 Holding888787108 - Toast $1,673,099 Holding316841105 - FIGMA INC $1,408,009 Holding Largest Purchases this Quarter iShares MSCI South Korea ETF 211,000 shares (about $25.96M)Coupang 709,725 shares (about $13.40M)GitLab 203,905 shares (about $4.41M)Samsara 129,786 shares (about $4.11M)APPLOVIN CORP 10,007 shares (about $3.98M) Largest Sales this Quarter ACV AUCTIONS INC 1,077,335 shares (about $4.57M)Riskified 847,394 shares (about $3.32M) 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 PortfolioSectorCPNGCoupang$29,337,764$13,399,608 â–²84.1%1,553,90720.8%Retail/WholesaleEWYiShares MSCI South Korea ETF$25,955,110$25,955,110 â–²New Holding211,00018.4%ETFAPPLOVIN CORP$25,023,056$3,982,786 â–²18.9%62,87217.7%COM CL AKAROPENLANE$22,916,360$989,147 â–²4.5%786,15316.2%Auto/Tires/TrucksGTLBGitLab$13,129,421$4,412,504 â–²50.6%606,7209.3%Computer and TechnologyAPPFAppFolio$8,165,449$2,457,731 â–²43.1%51,7395.8%Computer and TechnologyIOTSamsara$4,112,918$4,112,918 â–²New Holding129,7862.9%Computer and TechnologySAILPOINT INC$3,890,217$3,890,217 â–²New Holding293,8232.8%COMCLVTClarivate$2,933,550$1,452,868 â–²98.1%1,159,5062.1%Computer and TechnologyRSKDRiskified$2,142,986$3,321,785 â–¼-60.8%546,6801.5%Computer and TechnologyTOSTToast$1,673,099$1,673,099 â–²New Holding63,1121.2%Computer and TechnologyFIGMA INC$1,408,009$1,408,009 â–²New Holding66,6041.0%CLASS A COM STKACV AUCTIONS INC$674,563$4,567,902 â–¼-87.1%159,0950.5%COM CL ACWANClearwater Analytics$0$16,476,710 â–¼-100.0%00.0%Computer and TechnologyHGVHilton Grand Vacations$0$2,149,343 â–¼-100.0%00.0%Consumer DiscretionaryShowing 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 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.
