Tenzing Global Management, LLC
- SEC CIK
- 0001624095
- Latest filing
- Aug 14, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Feb 14, 2024. Long positions only; changes compare share counts with Q3 2023.
- Positions
- 11
- −2 vs. Q3 2023
- Portfolio value
- $121.8M
- +$6.96M (+6.1%) vs. Q3 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| GOGOGogo Inc. | COM | 3,000,000 | $30.4M | 25.0% | +500,000+20.0% | Added | History |
| METAMeta Platforms, Inc. | Stock | 62,500 | $22.1M | 18.2% | +25,000+66.7% | Added | History |
| YELPYelp Inc | CL A | 400,000 | $18.9M | 15.5% | −112,500−22.0% | Reduced | History |
| VSTOVista Outdoor Inc. | COM | 437,500 | $12.9M | 10.6% | +437,500 | New | History |
| UBERUber Technologies, Inc | Stock | 175,000 | $10.8M | 8.8% | −125,000−41.7% | Reduced | History |
| YEXTYext, Inc. | COM | 1,050,000 | $6.18M | 5.1% | +125,000+13.5% | Added | History |
| ANETArista Networks, Inc. | COM | 26,250 | $6.18M | 5.1% | +3,627+16.0% | Added | History |
| PYPLPayPal Holdings, Inc. | Stock | 95,000 | $5.83M | 4.8% | +57,500+153.3% | Added | History |
| NXDRNextdoor Holdings, Inc. | COM CL A | 1,750,000 | $3.31M | 2.7% | +1,750,000 | New | History |
| ENPHEnphase Energy, Inc. | Stock | 20,000 | $2.64M | 2.2% | −25,000−55.6% | Reduced | History |
| DASHDoorDash, Inc. | Stock | 25,000 | $2.47M | 2.0% | −140,000−84.8% | 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 |
|---|---|---|---|
| AAPLApple Inc. | Stock | $6.74M | – |
Sold out since Q3 2023 (4)
Positions held at the end of Q3 2023 that are gone from this filing.
| Security | Class | Shares in Q3 2023 | Value in Q3 2023 | % of portfolio in Q3 2023 | History |
|---|---|---|---|---|---|
| SSTKShutterstock, Inc. | COM | 100,000 | $3.81M | 3.3% | History |
| VMEOVimeo, Inc. | COMMON STOCK | 500,000 | $1.77M | 1.5% | History |
| MVSTMicrovast Holdings, Inc. | COM | 875,000 | $1.65M | 1.4% | History |
| QSQuantumScape Corp | COM CL A | 100,000 | $669.0K | 0.6% | History |