StockDriftsStockDriftsTop 12 Tfj Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| APP | APPLOVIN CORP | 23.95% | 62.9K | $25.0M | +18.93%(+10.01K) | $276.33(+81.31%) | 2026-03-31 | |
| OPLN | OPENLANE INC | 21.94% | 786.2K | $22.9M | +4.51%(+33.93K) | $20.70(+68.61%) | 2026-03-31 | |
| CPNG | COUPANG INC | 17.61% | 974.3K | $18.4M | +15.41%(+130.12K) | $23.30(-30.80%) | 2026-03-31 | |
| GTLB | GITLAB INC | 12.57% | 606.7K | $13.1M | +50.62%(+203.91K) | $39.17(-39.60%) | 2026-03-31 | |
| APPF | APPFOLIO INC | 7.82% | 51.7K | $8.2M | +43.06%(+15.57K) | $224.34(-32.38%) | 2026-03-31 | |
| IOT | SAMSARA INC | 3.94% | 129.8K | $4.1M | new | $33.57(-11.95%) | 2026-03-31 | |
| SAIL | SAILPOINT INC | 3.72% | 293.8K | $3.9M | new | $16.73(-21.24%) | 2026-03-31 | |
| CLVT | CLARIVATE PLC | 2.81% | 1.16M | $2.9M | +98.12%(+574.26K) | $3.26(-25.84%) | 2026-03-31 | |
| RSKD | RISKIFIED LTD | 2.05% | 546.7K | $2.1M | -60.79%(-847.39K) | $4.74(-2.69%) | 2026-03-31 | |
| TOST | TOAST INC | 1.6% | 63.1K | $1.7M | new | $31.01(-25.67%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -9.81% | -26.64% |
| Top 20 Holdings Unweighted | -12.77% | -33.62% |
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