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TFJ Management, LLC

Q1 2026 13F Holdings

  • Location
    somerville, MA
  • Num holdings

    14

  • Value ($000)

    $141,363

  • Date Filed
    05/15/2026
  • Form type
    13F-HR
  • CIK
    0002056069
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
E
EWY

ISHARES INC

MSCI STH KOR ETF
464286772
$25.96M
18 %

211,000

put
A
APP

APPLOVIN CORP

COM CL A
03831W108
$25.02M
18 %

62,872

K
KAR

OPENLANE INC

COM
48238T109
$22.92M
16 %

786,153

C
CPNG

COUPANG INC

CL A
22266T109
$18.39M
13 %

974,307

G
GTLB

GITLAB INC

CLASS A COM
37637K108
$13.13M
9 %

606,720

C
CPNG

COUPANG INC

CL A
22266T109
$10.94M
8 %

579,600

call
A
APPF

APPFOLIO INC

COM CL A
03783C100
$8.17M
6 %

51,739

I
IOT

SAMSARA INC

COM CL A
79589L106
$4.11M
3 %

129,786

---

SAILPOINT INC

COM
78781J109
$3.89M
3 %

293,823

---

CLARIVATE PLC

ORD SHS
G21810109
$2.93M
2 %

1,159,506

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