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Tfj Management, LLC 13F Filings, Portfolio & Analysis

CIK: 0002056069
Somerville 240 Elm Street Second Floor
Zip Code: 02144
Latest Portfolio Value
$206.11 M
+45.80%
Total Holdings
12
-2
Latest Report Date
Q2 2026
Top 10 Concentration
100.00%

Tfj Management, LLC — Portfolio Overview & Company Profile

Tfj Management, LLC (CIK: 0002056069) is a financial institution headquartered at 240 Elm Street, Second Floor, Somerville, Massachusetts 02144. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-06-30), the institution manages a portfolio valued at $206.11 M, comprising 12 distinct securities. Over its filing history, it has submitted 7 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q2 2026 — Top-10 concentration: 100.0%. Quarterly turnover: 9.4%. ▲ 2 new, +5 added, −1 reduced, ×4 exited.

Portfolio Summary (Q2 2026)

Top Buys

Q2 2026
1. Wise Group PLC
+$26.91 M
+$8 M
+$2.43 M
+$1.95 M

Top Sells

Q2 2026
−$8.17 M
−$3.94 M
−$2.14 M
−$1.41 M
−$674,563

Asset Allocation

Stocks/ETFs
+46.89%
$153.44 M 74.45%
Options
+42.74%
$52.67 M 25.55%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q2 2026)

Name Shares Market Value Weight Change Activity
64,420 $33.19 M 16.10% ▲ 1,548 Add 2.5%
786,153 $32.42 M 15.73%
Wise Group PLC
N/A
2.26 M $26.91 M 13.05% ▲ 2,259,114 New Buy
1.09 M $18.88 M 9.16% ▲ 112,463 Add 11.5%
477,631 $14.58 M 7.07% ▼ 129,089 Reduce -21.3%
350,565 $9.75 M 4.73% ▲ 287,453 Add 455.5%
459,627 $6.73 M 3.26% ▲ 165,804 Add 56.4%
129,786 $4.21 M 2.04%
39,092 $3.9 M 1.89% ▲ 39,092 New Buy
1.33 M $2.88 M 1.40% ▲ 173,292 Add 15.0%

Historical Portfolio Charts