SEC Form 13F

TFJ Management, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-15
Reported value$206,111,306
Positions12

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ISHARES INCEWYMSCI STH KOR ETF$42,600,900211,000
APPLOVIN CORPAPPCOM CL A$33,191,11764,420
OPENLANE INCOPLNCOM$32,420,950786,153
WISE GROUP PLCUnresolvedORD SHS CLASS A$26,906,0482,259,114
COUPANG INCCPNGCL A$18,877,1951,086,770
GITLAB INCGTLBCLASS A COM$14,582,074477,631
COUPANG INCCPNGCL A$10,067,652579,600
TOAST INCTOSTCL A$9,752,718350,565
SAILPOINT INCSAILCOM$6,728,939459,627
SAMSARA INCIOTCOM CL A$4,208,960129,786

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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