Tenzing Global Management, LLC
- SEC CIK
- 0001624095
- Latest filing
- Aug 14, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 14, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 19
- −3 vs. Q1 2025
- Portfolio value
- $148.8M
- +$10.9M (+7.9%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| GOGOGogo Inc. | COM | 2,225,000 | $32.7M | 21.9% | −500,000−18.3% | Reduced | History |
| NTGRNetgear, Inc. | COM | 600,000 | $17.4M | 11.7% | +25,000+4.3% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 52,500 | $11.9M | 8.0% | +7,500+16.7% | Added | History |
| YEXTYext, Inc. | COM | 1,275,000 | $10.8M | 7.3% | −1,025,000−44.6% | Reduced | History |
| FOXFFox Factory Holding Corp | COM | 350,000 | $9.08M | 6.1% | +350,000 | New | History |
| URBNUrban Outfitters Inc | COM | 115,000 | $8.34M | 5.6% | +115,000 | New | History |
| NFLXNetflix Inc | Stock | 5,750 | $7.70M | 5.2% | −2,250−28.1% | Reduced | History |
| TPRTapestry, Inc. | COM | 80,000 | $7.02M | 4.7% | +5,000+6.7% | Added | History |
| DAVEDave Inc. | CLASS A COM NEW | 24,000 | $6.44M | 4.3% | +24,000 | New | History |
| AMATApplied Materials Inc | Stock | 35,000 | $6.41M | 4.3% | +35,000 | New | History |
| METAMeta Platforms, Inc. | Stock | 7,500 | $5.54M | 3.7% | −2,000−21.1% | Reduced | History |
| UNHUnitedHealth Group Inc | Stock | 17,500 | $5.46M | 3.7% | +17,500 | New | History |
| TXRHTexas Roadhouse, Inc. | COM | 22,500 | $4.22M | 2.8% | +2,500+12.5% | Added | History |
| BIRDSmartbird, Inc. | CL A NEW | 353,919 | $3.76M | 2.5% | +353,919 | New | History |
| HLFHerbalife Ltd. | COM SHS | 425,000 | $3.66M | 2.5% | −375,000−46.9% | Reduced | History |
| ENPHEnphase Energy, Inc. | Stock | 87,500 | $3.47M | 2.3% | +87,500 | New | History |
| APPSDigital Turbine, Inc. | COM NEW | 350,000 | $2.06M | 1.4% | 00.0% | Unchanged | History |
| VSATViasat Inc | COM | 100,000 | $1.46M | 1.0% | −850,000−89.5% | Reduced | History |
| NXTNextpower Inc. | Stock | 25,000 | $1.36M | 0.9% | −162,500−86.7% | 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 |
|---|---|---|---|
| iShares Russell 2000 ETF464287655 | ETF | $10.8M | – |
Sold out since Q1 2025 (10)
Positions held at the end of Q1 2025 that are gone from this filing.
| Security | Class | Shares in Q1 2025 | Value in Q1 2025 | % of portfolio in Q1 2025 | History |
|---|---|---|---|---|---|
| UBERUber Technologies, Inc | Stock | 112,500 | $8.20M | 5.9% | History |
| YELPYelp Inc | CL A | 175,000 | $6.48M | 4.7% | History |
| ANFAbercrombie & Fitch Co | CL A | 57,500 | $4.39M | 3.2% | History |
| VOXXVOXX International Corp | CL A | 475,000 | $3.56M | 2.6% | History |
| HIPOHippo Holdings Inc. | COM NEW | 100,000 | $2.56M | 1.9% | History |
| CMCSAComcast Corp | Stock | 50,000 | $1.84M | 1.3% | History |
| KODKEastman Kodak Co | COM NEW | 250,000 | $1.58M | 1.1% | History |
| SNSharkNinja, Inc. | COM SHS | 17,500 | $1.46M | 1.1% | History |
| YETIYETI Holdings, Inc. | COM | 25,000 | $827.5K | 0.6% | History |
| UPWKUpwork, Inc | COM | 50,000 | $652.5K | 0.5% | History |