Tfj Management, LLC Portfolio Holdings

Tfj Management, LLC has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $148 Billion distributed in 10 stocks.

Among their holdings, we can observe that their the top five positions include companies like: App Lovin Corp with a value of $39.2B, Coupang, Inc. with a value of $25.1B, Kar Auction Services, Inc. with a value of $17.8B, Ccc Intelligent Solutions Holdings Inc. with a value of $12.5B, and Hilton Grand Vacations Inc. with a value of $11.1B.

Examining the 13F form we can see an increase of $20.3B in the current position value, from $128B to 148B.

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.