Tfj Management, LLC Portfolio Holdings

Tfj Management, LLC

$111 Billion
Q4 2024

Tfj Management, LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $111 Billion distributed in 16 stocks.

Among their holdings, we can observe that their the top five positions include companies like: App Lovin Corp with a value of $27.7B, Coupang, Inc. with a value of $17.2B, Kar Auction Services, Inc. with a value of $14.5B, Docebo Inc with a value of $12.1B, and Airbnb, Inc. with a value of $6.81B.

Examining the 13F form we can see an increase of $111B in the current position value.

Tfj Management, LLC is based out at Somerville, MA

Below you can find more details about Tfj Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $111 Billion

Consumer Cyclical: $48.1 Billion

Technology: $45.4 Billion

Communication Services: $3.02 Billion

Real Estate: $966 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
KAR Kar Auction Services, Inc. Consumer Cyclical	$2.39B	$14.5 Billion 13.03% of portfolio	729,070	Q4 2024 New
ACVA Acv Auctions Inc. Consumer Cyclical	$2.49B	$6.14 Billion 5.53% of portfolio	284,482	Q4 2024 New
APPF Appfolio Inc Technology	$4.38B	$5.5 Billion 4.95% of portfolio	22,273	Q4 2024 New
HGV Hilton Grand Vacations Inc. Consumer Cyclical	$5.03B	$3.57 Billion 3.22% of portfolio	91,670	Q4 2024 New

Summary

Portfolio
No. of Stocks 16
Current Value $111 Billion
Filing
Period Q4 2024
Filing Date February 13, 2025
Form Type 13F-HR
Activity in Q4 2024
New Purchases 16 stocks
Additional Purchases 0 stocks
Sold out of 0 stocks
Reduced holdings in 0 stocks

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Tfj Management, LLC Portfolio Holdings