Tenzing Global Management, LLC
- SEC CIK
- 0001624095
- Latest filing
- Aug 14, 2026
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Aug 14, 2023. Long positions only; changes compare share counts with Q1 2023.
- Positions
- 14
- +2 vs. Q1 2023
- Portfolio value
- $154.8M
- +$17.9M (+13.1%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| YELPYelp Inc | CL A | 1,200,000 | $43.7M | 28.2% | −150,000−11.1% | Reduced | History |
| GOGOGogo Inc. | COM | 2,200,000 | $37.4M | 24.2% | −100,000−4.3% | Reduced | History |
| UBERUber Technologies, Inc | Stock | 375,000 | $16.2M | 10.5% | −225,000−37.5% | Reduced | History |
| VMEOVimeo, Inc. | COMMON STOCK | 2,875,000 | $11.8M | 7.7% | +475,000+19.8% | Added | History |
| YEXTYext, Inc. | COM | 1,025,000 | $11.6M | 7.5% | −25,000−2.4% | Reduced | History |
| DASHDoorDash, Inc. | Stock | 140,000 | $10.7M | 6.9% | +140,000 | New | History |
| SSTKShutterstock, Inc. | COM | 162,500 | $7.91M | 5.1% | +162,500 | New | History |
| ENPHEnphase Energy, Inc. | Stock | 35,000 | $5.86M | 3.8% | +35,000 | New | History |
| ANETArista Networks, Inc. | COM | 22,500 | $3.65M | 2.4% | −7,500−25.0% | Reduced | History |
| NXHNeighborhood Intelligence, Inc. | COM | 50,000 | $1.63M | 1.1% | +50,000 | New | History |
| MVSTMicrovast Holdings, Inc. | COM | 1,000,000 | $1.60M | 1.0% | +1,000,000 | New | History |
| METAMeta Platforms, Inc. | Stock | 5,000 | $1.43M | 0.9% | −20,000−80.0% | Reduced | History |
| QSQuantumScape Corp | COM CL A | 100,000 | $799.0K | 0.5% | −25,000−20.0% | Reduced | History |
| ENVXEnovix Corp | COM | 25,000 | $451.0K | 0.3% | −25,000−50.0% | Reduced | History |
Options (1)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
| Security | Class | Puts | Calls |
|---|---|---|---|
| Invesco QQQ Tr46090E953 | PUT | $36.9M | – |
Sold out since Q1 2023 (3)
Positions held at the end of Q1 2023 that are gone from this filing.