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TFJ Management, LLC - Portfolio Stock Holdings

TFJ Management, LLC disclosed 14 stock positions in a recent SEC 13F filing. $104,464,543 of stock holdings were filed, with the largest holdings including APP, OPLN, and CPNG. This filing represented positions held on March 31, 2026, and was filed on May 15, 2026.

We estimate the fund has a total AUM of $198,352,057 and has 2 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pooled investment vehicles.

Report Period:

March 31, 2026

No. of Stocks:

14

Est. Stock Holding Value:

$104,464,543

Top Stock Holdings By Sector

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Portfolio Stock Holdings - TFJ Management, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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Portfolio Options Holdings - TFJ Management, LLC

Stock
Type
Holdings (Contracts)
Holdings (USD)
Change (Contracts)
Change (Value)

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Note: Options holding values may be affected by fund filing errors.