Institutional Fund
Tfj Management, LLC
Somerville, MACIK 20560695 filings on record
Portfolio Value
$104.46M
Q1 2026
Holdings
12
Reported positions
New Buys
4
Opened this quarter
QoQ Change
-24.8%
from $138.89M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Applovin Corp24.0%
- Openlane Inc21.9%
- Coupang Inc17.6%
- Gitlab Inc12.6%
- Appfolio Inc7.8%
- Samsara Inc3.9%
- Other12.2%
Portfolio Holdings
12 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Applovin Corp | 62.9K | $25.02M | 24.0% | +10.0K | Added |
| 2 | Openlane Inc | 786.2K | $22.92M | 21.9% | +33.9K | Added |
| 3 | Coupang Inc | 974.3K | $18.39M | 17.6% | +130.1K | Added |
| 4 | Gitlab Inc | 606.7K | $13.13M | 12.6% | +203.9K | Added |
| 5 | Appfolio Inc | 51.7K | $8.17M | 7.8% | +15.6K | Added |
| 6 | Samsara Inc | 129.8K | $4.11M | 3.9% | +129.8K | New |
| 7 | Sailpoint Inc | 293.8K | $3.89M | 3.7% | +293.8K | New |
| 8 | Clarivate PLC | 1.16M | $2.93M | 2.8% | +574.3K | Added |
| 9 | Riskified Ltd | 546.7K | $2.14M | 2.1% | −847.4K | Reduced |
| 10 | Toast Inc | 63.1K | $1.67M | 1.6% | +63.1K | New |
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