Portfolio (Quarterly) Guide ↗

TFJ Management, LLC

· CIK 0002056069

13F Portfolio $206M AUM 12 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 2 New 5 Added 1 Reduced 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	APPF	APPFOLIO INC	Technology	51,739	$8.2M	5.78%	SOLD
2	RSKD	RISKIFIED LTD	Technology	546,680	$2.1M	1.52%	SOLD
3	FIG	FIGMA INC	Technology	66,604	$1.4M	1.00%	SOLD
4	ACVA	ACV AUCTIONS INC	Consumer Cyclical	159,095	$675K	0.48%	SOLD

Sector Allocation

Technology 56.4%

Consumer Cyclical 40.5%

Financial Services 3.1%