TFJ Management, LLC
SOMERVILLE MA · SEC CIK 0002056069
$1.41亿2026Q1 申报市值
14持仓数
95.8%前十大占比 · 第一大 18.4%
6 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
GTLB 加仓+$441.25万
IOT 新建仓+$411.29万
APP 加仓+$398.28万
SAIL 新建仓+$389.02万
APPF 加仓+$245.77万
2026Q1 卖出最多 按季末市值估算
CLEARWATER ANALY 清仓-$1,647.67万
ACV AUCTIONS INC 减仓-$456.79万
RSKD 减仓-$332.18万
HGV 清仓-$214.93万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| EWY | ISHARES INC 看跌期权 | $2,595.51万 | 18.36% | 211,000 | 211,000 | — | $2,595.51万 | 新建仓 |
| APP | APPLOVIN CORP | $2,502.31万 | 17.70% | 62,872 | 10,007 | 18.9% | $398.28万 | 加仓 |
| OPLN | OPENLANE INC | $2,291.64万 | 16.21% | 786,153 | 33,933 | 4.5% | $98.91万 | 加仓 |
| CPNG | COUPANG INC | $1,839.49万 | 13.01% | 974,307 | 130,125 | 15.4% | $245.68万 | 加仓 |
| GTLB | GITLAB INC | $1,312.94万 | 9.29% | 606,720 | 203,905 | 50.6% | $441.25万 | 加仓 |
| CPNG | COUPANG INC 看涨期权 | $1,094.28万 | 7.74% | 579,600 | 579,600 | — | $1,094.28万 | 新建仓 |
| APPF | APPFOLIO INC | $816.54万 | 5.78% | 51,739 | 15,573 | 43.1% | $245.77万 | 加仓 |
| IOT | SAMSARA INC | $411.29万 | 2.91% | 129,786 | 129,786 | — | $411.29万 | 新建仓 |
| SAIL | SAILPOINT INC | $389.02万 | 2.75% | 293,823 | 293,823 | — | $389.02万 | 新建仓 |
| CLVT | CLARIVATE PLC | $293.36万 | 2.08% | 1,159,506 | 574,256 | 98.1% | $145.29万 | 加仓 |
| RSKD | RISKIFIED LTD | $214.30万 | 1.52% | 546,680 | -847,394 | -60.8% | -$332.18万 | 减仓 |
| TOST | TOAST INC | $167.31万 | 1.18% | 63,112 | 63,112 | — | $167.31万 | 新建仓 |
| FIG | FIGMA INC | $140.80万 | 1.00% | 66,604 | 66,604 | — | $140.80万 | 新建仓 |
| — | ACV AUCTIONS INC | $67.46万 | 0.48% | 159,095 | -1,077,335 | -87.1% | -$456.79万 | 减仓 |
| — | CLEARWATER ANALYTICS HLDGS I | $0 | 0.00% | 0 | -683,114 | -100.0% | -$1,647.67万 | 清仓 |
| HGV | HILTON GRAND VACATIONS INC | $0 | 0.00% | 0 | -48,030 | -100.0% | -$214.93万 | 清仓 |