Tenzing Global Management, LLC
- SEC CIK
- 0001624095
- Latest filing
- Aug 14, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 17, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 15
- −7 vs. Q3 2025
- Portfolio value
- $117.9M
- −$24.5M (−17.2%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| HLFHerbalife Ltd. | COM SHS | 1,250,000 | $16.1M | 13.7% | +187,500+17.6% | Added | History |
| NXTNextpower Inc. | Stock | 162,500 | $14.2M | 12.0% | +112,500+225.0% | Added | History |
| GOOGLAlphabet Inc. | Stock | 42,500 | $13.3M | 11.3% | +17,500+70.0% | Added | History |
| NTGRNetgear, Inc. | COM | 500,000 | $12.3M | 10.4% | 00.0% | Unchanged | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 40,000 | $12.2M | 10.3% | +20,000+100.0% | Added | History |
| CHYMChime Financial, Inc. | COM SHS CL A | 450,000 | $11.3M | 9.6% | +450,000 | New | History |
| URBNUrban Outfitters Inc | COM | 100,000 | $7.53M | 6.4% | −22,500−18.4% | Reduced | History |
| NFLXNetflix Inc | Stock | 75,000 | $7.03M | 6.0% | +40,000+114.3% | AddedConverted for a 10-for-1 split | History |
| FOXFFox Factory Holding Corp | COM | 385,000 | $6.59M | 5.6% | −115,000−23.0% | Reduced | History |
| GNRCGenerac Holdings Inc. | Stock | 45,000 | $6.14M | 5.2% | +45,000 | New | History |
| ONONOn Holding AG | Stock | 75,000 | $3.49M | 3.0% | +75,000 | New | History |
| DAVEDave Inc. | CLASS A COM NEW | 10,000 | $2.21M | 1.9% | −20,000−66.7% | Reduced | History |
| TYGOTigo Energy, Inc. | COM | 1,562,950 | $2.16M | 1.8% | +762,950+95.4% | Added | History |
| YELPYelp Inc | CL A | 60,000 | $1.82M | 1.5% | +60,000 | New | History |
| GOGOGogo Inc. | COM | 350,000 | $1.63M | 1.4% | −825,000−70.2% | 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 | $49.2M | – |
Sold out since Q3 2025 (11)
Positions held at the end of Q3 2025 that are gone from this filing.
| Security | Class | Shares in Q3 2025 | Value in Q3 2025 | % of portfolio in Q3 2025 | History |
|---|---|---|---|---|---|
| YEXTYext, Inc. | COM | 1,150,000 | $9.80M | 6.9% | History |
| AMATApplied Materials Inc | Stock | 40,000 | $8.19M | 5.8% | History |
| SIGSignet Jewelers Ltd | SHS | 80,000 | $7.67M | 5.4% | History |
| AEOAmerican Eagle Outfitters Inc | COM | 437,500 | $7.49M | 5.3% | History |
| LULUlululemon athletica inc. | Stock | 32,500 | $5.78M | 4.1% | History |
| PTONPeloton Interactive, Inc. | CL A COM | 525,000 | $4.72M | 3.3% | History |
| FISVFiserv Inc | Stock | 30,000 | $3.87M | 2.7% | History |
| METAMeta Platforms, Inc. | Stock | 5,000 | $3.67M | 2.6% | History |
| TPRTapestry, Inc. | COM | 27,500 | $3.11M | 2.2% | History |
| DLTHDuluth Holdings Inc. | COM CL B | 600,000 | $2.35M | 1.6% | History |
| APPSDigital Turbine, Inc. | COM NEW | 325,000 | $2.08M | 1.5% | History |