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TFJ Management, LLC - Portfolio Stock Holdings

TFJ Management, LLC disclosed 14 stock positions in a recent SEC 13F filing. $153,442,753 of stock holdings were filed, with the largest holdings including APP, OPLN, and WSE. This filing represented positions held on June 30, 2026, and was filed on Aug. 14, 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:

June 30, 2026

No. of Stocks:

14

Est. Stock Holding Value:

$153,442,753

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.