TFJ Management, LLC - Portfolio overview

TFJ Management, LLC has 16 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

  1. APP - APPLOVIN CORP, 16.43%
  2. OPLN - OPENLANE INC, 15.05%
  3. CPNG - COUPANG INC, 12.08%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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