TFJ Management, LLC
Net buyer this quarter
$206M
10
+$27M
74.4%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 APP | $33.2M | 16.10% | 0.02% | +2.5% | Q4 2024 |
 OPLN | $32.4M | 15.73% | 0.64% | Not reported | Q4 2024 |
 WSE | $26.9M | 13.05% | Not reported | New | Q2 2026 |
 CPNG | $18.9M | 9.16% | Not reported | +11.5% | Q4 2024 |
 GTLB | $14.6M | 7.07% | Not reported | -21.3% | Q1 2025 |
 TOST | $9.75M | 4.73% | 0.16% | +455.5% | Q1 2026 |
 SAIL | $6.73M | 3.26% | 0.08% | +56.4% | Q1 2026 |
 IOT | $4.21M | 2.04% | Not reported | Not reported | Q1 2026 |
 TW | $3.9M | 1.89% | 39092.00% | New | Q2 2026 |
 CLVT | $2.88M | 1.40% | 0.21% | +15.0% | Q4 2025 |
| Q1 2026 | |||||
| APP | $25M | 17.70% | 0.02% | +18.9% | Q4 2024 |
| OPLN | $22.9M | 16.21% | 0.74% | +4.5% | Q4 2024 |
| CPNG | $18.4M | 13.01% | Not reported | +15.4% | Q4 2024 |
| GTLB | $13.1M | 9.29% | Not reported | +50.6% | Q1 2025 |
 APPF | $8.17M | 5.78% | Not reported | +43.1% | Q4 2024 |
| IOT | $4.11M | 2.91% | Not reported | New | Q1 2026 |
| SAIL | $3.89M | 2.75% | 0.05% | New | Q1 2026 |
| CLVT | $2.93M | 2.08% | 0.18% | +98.1% | Q4 2025 |
 RSKD | $2.14M | 1.52% | Not reported | -60.8% | Q1 2025 |
| TOST | $1.67M | 1.18% | 0.03% | New | Q1 2026 |
 FIG | $1.41M | 1.00% | Not reported | New | Q1 2026 |
 ACVA | $675K | 0.48% | 0.09% | -87.1% | Q4 2024 |
| Q4 2025 | |||||
| APP | $35.6M | 25.65% | 0.02% | -3.0% | Q4 2024 |
| OPLN | $22.4M | 16.13% | 0.71% | +21.7% | Q4 2024 |
| CPNG | $19.9M | 14.34% | Not reported | +8.2% | Q4 2024 |
| CWAN | $16.5M | 11.86% | Not reported | +91.3% | Q3 2025 |
| GTLB | $15.1M | 10.88% | Not reported | +82.1% | Q1 2025 |
| ACVA | $9.92M | 7.14% | 0.71% | +17.2% | Q4 2024 |
| APPF | $8.41M | 6.06% | Not reported | +6.3% | Q4 2024 |
| RSKD | $6.93M | 4.99% | Not reported | Not reported | Q1 2025 |
 HGV | $2.15M | 1.55% | 0.06% | -82.0% | Q4 2024 |
| CLVT | $1.95M | 1.41% | 0.09% | New | Q4 2025 |
| Q3 2025 | |||||
| APP | $39.2M | 26.38% | 0.02% | -30.0% | Q4 2024 |
| CPNG | $25.1M | 16.93% | Not reported | Not reported | Q4 2024 |
| OPLN | $17.8M | 11.99% | 0.58% | Not reported | Q4 2024 |
 CCC | $12.5M | 8.39% | 0.21% | +76.9% | Q1 2025 |
| HGV | $11.1M | 7.50% | 0.31% | +17.1% | Q4 2024 |
| ACVA | $10.5M | 7.04% | 0.61% | +50.2% | Q4 2024 |
| GTLB | $9.97M | 6.72% | Not reported | +111.2% | Q1 2025 |
| APPF | $9.38M | 6.32% | Not reported | Not reported | Q4 2024 |
| RSKD | $6.52M | 4.40% | Not reported | +31.7% | Q1 2025 |
| CWAN | $6.43M | 4.33% | Not reported | New | Q3 2025 |