Tfj Management, LLC Portfolio Holdings by Sector
Tfj Management, LLC
- $111 Billion
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Software—Application | Technology
APP CRM APPF PCOR MNDY OLO 6 stocks |
$45.4 Million
46.56% of portfolio
|
  6  
|
- |
  6  
|
- |
0
Calls
0
Puts
|
Auto & Truck Dealerships | Consumer Cyclical
KAR ACVA 2 stocks |
$20.6 Million
21.13% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
CPNG 1 stocks |
$17.2 Million
17.59% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Travel Services | Consumer Cyclical
ABNB 1 stocks |
$6.81 Million
6.98% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Resorts & Casinos | Consumer Cyclical
HGV 1 stocks |
$3.57 Million
3.66% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Entertainment | Communication Services
LYV 1 stocks |
$2.04 Million
2.09% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Electronic Gaming & Multimedia | Communication Services
RBLX 1 stocks |
$975,751
1.0% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Real Estate Services | Real Estate
CSGP 1 stocks |
$965,606
0.99% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|