Adam Fisher
Tfj Management, Llc
Assets Managed
$141.363M
Holdings
13
Last Quarter
2026 - Q1
Filed Date
29d ago
Growth Rate
1.78%(2Q avg: -2.32%)
Sustained Growth
1 quarters
Portfolio positions
This chart displays the top 10 holdings in Tfj Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 13 positions.
Assets under management
The assets under management (AUM) of Tfj Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 141.363M in assets, with a quarterly growth rate of 1.78% and a 2-quarter average growth rate of -2.32%. The portfolio is managed by Adam Fisher, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
CPNG Coupang Inc
| 20.76% | $29.338M 1.554M shares@ $18.88 avg price | Increased 84.08% |
EWY Ishares Msci South Korea Etf
| 18.37% | $25.955M↓ Put 211,000 shares@ $123.01 avg price | New Position |
APP Applovin Corp-class A
| 17.71% | $25.023M 62,872 shares@ $398.0 avg price | Increased 18.93% |
KAR Openlane Inc
| 16.22% | $22.916M 786,153 shares@ $29.16 avg price | Increased 4.52% |
GTLB Gitlab Inc-cl A
| 9.29% | $13.129M 606,720 shares@ $21.65 avg price | Increased 50.63% |
APPF Appfolio Inc - A
| 5.78% | $8.165M 51,739 shares@ $157.83 avg price | Increased 43.06% |
IOT Samsara Inc-cl A
| 2.91% | $4.113M 129,786 shares@ $31.69 avg price | New Position |
SAIL Sailpoint Inc
| 2.76% | $3.89M 293,823 shares@ $13.25 avg price | New Position |
CLVT Clarivate Plc
| 2.08% | $2.934M 1.16M shares@ $2.53 avg price | Increased 98.13% |
RSKD Riskified Ltd-a
| 1.52% | $2.143M 546,680 shares@ $3.93 avg price | Decreased -60.78% |
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