TFJ Management, LLC
SOMERVILLE MA · SEC CIK 0002056069
$2.06亿2026Q2 申报市值
12持仓数
96.7%前十大占比 · 第一大 20.7%
2 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
WSE 新建仓+$2,690.60万
TOST 加仓+$799.69万
TW 新建仓+$389.59万
SAIL 加仓+$242.74万
CPNG 加仓+$195.35万
2026Q2 卖出最多 按季末市值估算
APPF 清仓-$816.54万
GTLB 减仓-$394.11万
RSKD 清仓-$214.30万
FIG 清仓-$140.80万
ACV AUCTIONS INC 清仓-$67.46万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| APPF | APPFOLIO INC | $0 | 0.00% | 0 | -51,739 | -100.0% | -$816.54万 | 清仓 |
| RSKD | RISKIFIED LTD | $0 | 0.00% | 0 | -546,680 | -100.0% | -$214.30万 | 清仓 |
| FIG | FIGMA INC | $0 | 0.00% | 0 | -66,604 | -100.0% | -$140.80万 | 清仓 |
| — | ACV AUCTIONS INC | $0 | 0.00% | 0 | -159,095 | -100.0% | -$67.46万 | 清仓 |
| CLVT | CLARIVATE PLC | $287.88万 | 1.40% | 1,332,798 | 173,292 | 14.9% | $37.43万 | 加仓 |
| TW | TRADEWEB MKTS INC | $389.59万 | 1.89% | 39,092 | 39,092 | — | $389.59万 | 新建仓 |
| IOT | SAMSARA INC | $420.90万 | 2.04% | 129,786 | 0 | 0.0% | — | 不变 |
| SAIL | SAILPOINT INC | $672.89万 | 3.26% | 459,627 | 165,804 | 56.4% | $242.74万 | 加仓 |
| TOST | TOAST INC | $975.27万 | 4.73% | 350,565 | 287,453 | 455.5% | $799.69万 | 加仓 |
| CPNG | COUPANG INC 看涨期权 | $1,006.77万 | 4.88% | 579,600 | 0 | 0.0% | — | 不变 |
| GTLB | GITLAB INC | $1,458.21万 | 7.07% | 477,631 | -129,089 | -21.3% | -$394.11万 | 减仓 |
| CPNG | COUPANG INC | $1,887.72万 | 9.16% | 1,086,770 | 112,463 | 11.5% | $195.35万 | 加仓 |
| WSE | WISE GROUP PLC | $2,690.60万 | 13.05% | 2,259,114 | 2,259,114 | — | $2,690.60万 | 新建仓 |
| OPLN | OPENLANE INC | $3,242.09万 | 15.73% | 786,153 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP | $3,319.11万 | 16.10% | 64,420 | 1,548 | 2.5% | $79.76万 | 加仓 |
| EWY | ISHARES INC 看跌期权 | $4,260.09万 | 20.67% | 211,000 | 0 | 0.0% | — | 不变 |