Investor Details
| Filer Name: | TFJ MANAGEMENT, LLC |
|---|---|
| CIK: | 2056069 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-13 |
| Number of Holdings: | 16 |
| Portfolio Value: | $0.11B |
Tfj Management, Llc Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| APP | US | APPLOVIN CORP-CLASS A | 85,522 | $28M | 24.94% | - | - |
| CPNG | US | COUPANG INC | 780,600 | $17M | 15.45% | - | - |
| KAR | US | OPENLANE INC | 729,070 | $14M | 13.03% | - | - |
| DCBO | US | DOCEBO INC | 271,113 | $12M | 10.93% | - | - |
| ABNB | US | AIRBNB INC-CLASS A | 51,840 | $7M | 6.14% | - | - |
| ACVA | US | ACV AUCTIONS INC-A | 284,482 | $6M | 5.53% | - | - |
| CRM | US | SALESFORCE INC | 17,561 | $6M | 5.29% | - | - |
| APPF | US | APPFOLIO INC - A | 22,273 | $5M | 4.95% | - | - |
| PCOR | US | PROCORE TECHNOLOGIES INC | 70,271 | $5M | 4.74% | - | - |
| HGV | US | HILTON GRAND VACATIONS INC | 91,670 | $4M | 3.22% | - | - |
| LYV | US | LIVE NATION ENTERTAINMENT IN | 15,776 | $2M | 1.84% | - | - |
| TKO | US | TKO GROUP HOLDINGS INC | 9,516 | $1M | 1.22% | - | - |
| MNDY | US | MONDAY.COM LTD | 4,164 | $1M | 0.88% | - | - |
| RBLX | US | ROBLOX CORP -CLASS A | 16,864 | $1M | 0.88% | - | - |
| CSGP | US | COSTAR GROUP INC | 13,488 | $1M | 0.87% | - | - |
| OLO | US | OLO INC - CLASS A | 13,937 | $0M | 0.10% | - | - |