TFJ Management, LLC
data from 30/09/2025
Capitalization
$ 148.438 M
15.86 %
Performance
$ 36.305 M
30.08 %
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2025/09/30 | APP | APPLOVIN CORP | 26.38% | 39.152 M $ | 54488 | 2024/12/31 | 28.682 M $ | 105.25 % |
| 2025/09/30 | CPNG | COUPANG INC | 16.93% | 25.135 M $ | 780600 | 2024/12/31 | 1.749 M $ | 7.48 % |
| 2025/09/30 | KAR | OPENLANE INC | 11.99% | 17.796 M $ | 618348 | 2024/12/31 | 2.677 M $ | 17.71 % |
| 2025/09/30 | CCCS | CCC INTELLIGENT SOLUTIONS HL | 8.39% | 12.459 M $ | 1367578 | 2025/03/31 | -231.989 K $ | -3.19 % |
| 2025/09/30 | HGV | HILTON GRAND VACATIONS INC | 7.50% | 11.129 M $ | 266171 | 2024/12/31 | 63.669 K $ | 0.67 % |
| 2025/09/30 | ACVA | ACV AUCTIONS INC | 7.04% | 10.455 M $ | 1054958 | 2024/12/31 | -4.431 M $ | -38.87 % |
| 2025/09/30 | GTLB | GITLAB INC | 6.72% | 9.974 M $ | 221259 | 2025/03/31 | -3.143 K $ | -0.07 % |
| 2025/09/30 | APPF | APPFOLIO INC | 6.32% | 9.381 M $ | 34030 | 2024/12/31 | 1.544 M $ | 19.71 % |
| 2025/09/30 | RSKD | RISKIFIED LTD | 4.40% | 6.524 M $ | 1394074 | 2025/03/31 | -328.189 K $ | -6.21 % |
| 2025/09/30 | CWAN | CLEARWATER ANALYTICS HLDGS I | 4.33% | 6.434 M $ | 357043 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | DCBO | DOCEBO INC | 0.00% | 0.000 $ | 0 | 2024/12/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | PCOR | PROCORE TECHNOLOGIES INC | 0.00% | 0.000 $ | 0 | 2024/12/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | ABNB | AIRBNB INC | 0.00% | 0.000 $ | 0 | 2024/12/31 | 0.000 $ | 0.00 % |