Portfolio (Quarterly) Guide ↗

TFJ Management, LLC

· CIK 0002056069

13F Portfolio $141M AUM 14 positions Filed May 15, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 6 New 6 Added 2 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	CWAN	CLEARWATER ANALYTICS HLDGS I	Technology	683,114	$16.5M	11.86%	SOLD
2	HGV	HILTON GRAND VACATIONS INC	Consumer Cyclical	48,030	$2.1M	1.55%	SOLD

Sector Allocation

Technology 59.8%

Consumer Cyclical 40.2%