Tenzing Global Management, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Tenzing Global Management, LLC reported 18 stock positions worth $118.8 million. Its top holding was Meta Platforms Class A (META) at 11.9% of the portfolio, followed by Herbalife (HLF, 11.1%) and Uber Technologies (UBER, 10.6%). Compared with Q1 2026, it opened 8 new positions, sold out of 4, added to 2 and reduced 8. The biggest buy was a new position in Nvidia (NVDA) and the biggest sale Meta Platforms Class A (META, shares −41%).
- Most Recent 13F
- Q2 2026
- Location
- SAN FRANCISCO, CA
- CIK
- 0001624095
- Portfolio Value
- $118.8M (Q2 2026)
- SEC Filing
- 0001214659-26-010388 ↗ filed Aug 14, 2026
Holdings Value
Holdings 18 stocks · $118.8M
| META Meta Platforms Inc. Class A | 11.85% | 25,000 | $14.1M | Reduce -41.2% |
| HLF Herbalife Ltd. | 11.07% | 1,000,000 | $13.2M | Reduce -4.8% |
| UBER Uber Technologies Inc. | 10.63% | 175,000 | $12.6M | Reduce -9.1% |
| NVDA Nvidia Corp. | 10.53% | 62,500 | $12.5M | New |
| NFLX Netflix Inc. | 9.77% | 162,500 | $11.6M | Add +30.0% |
| TSM Taiwan Semiconductor-SP ADR | 7.03% | 17,500 | $8.4M | Reduce -56.3% |
| EVC Entravision Communications-A | 6.31% | 575,000 | $7.5M | New |
| CART Maplebear Inc. | 5.98% | 150,000 | $7.1M | New |
| NTGR Netgear Inc. | 5.90% | 300,000 | $7.0M | Add +200.0% |
| RDDT Reddit Inc. Class A | 3.29% | 22,500 | $3.9M | New |
| DAVE Dave Inc. | 3.14% | 10,000 | $3.7M | Reduce -75.0% |
| WOLF Wolfspeed Inc. | 3.05% | 75,000 | $3.6M | New |
| BIDU Baidu Inc. - Spon ADR | 2.40% | 25,000 | $2.9M | New |
| PRE Prenetics Global Ltd. Class A | 2.01% | 125,000 | $2.4M | Reduce -37.5% |
| LULU Lululemon Athletica Inc. | 1.92% | 20,000 | $2.3M | New |
| GNRC Generac Holdings Inc. | 1.85% | 7,500 | $2.2M | New |
| FOXF Fox Factory Holding Corp. | 1.78% | 125,000 | $2.1M | Reduce -44.4% |
| GOOGL Alphabet Inc. Class A | 1.50% | 5,000 | $1.8M | Reduce -77.8% |
Options reported separately and not counted above: IWM puts ($97.6M).
Portfolio Sells Q1 2026 → Q2 2026
| META Meta Platforms Inc. Class A | Reduce -41.2% | 11.85% | −8.32 |
| FSLY Fastly Inc. Class A | Sold out | 0.00% | −6.03 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -56.3% | 7.03% | −4.18 |
| NXT Nextpower Inc. | Sold out | 0.00% | −4.00 |
| GOOGL Alphabet Inc. Class A | Reduce -77.8% | 1.50% | −3.86 |
| XPEL Xpel Inc. | Sold out | 0.00% | −2.75 |
| DAVE Dave Inc. | Reduce -75.0% | 3.14% | −2.64 |
| CHYM Chime Financial Inc. Class A | Sold out | 0.00% | −2.33 |
| HLF Herbalife Ltd. | Reduce -4.8% | 11.07% | −1.75 |
| FOXF Fox Factory Holding Corp. | Reduce -44.4% | 1.78% | −1.29 |
| PRE Prenetics Global Ltd. Class A | Reduce -37.5% | 2.01% | −1.19 |
| UBER Uber Technologies Inc. | Reduce -9.1% | 10.63% | −0.86 |
Portfolio Buys Q1 2026 → Q2 2026
| NVDA Nvidia Corp. | New | 10.53% | +10.53 |
| EVC Entravision Communications-A | New | 6.31% | +6.31 |
| CART Maplebear Inc. | New | 5.98% | +5.98 |
| NTGR Netgear Inc. | Add +200.0% | 5.90% | +4.08 |
| RDDT Reddit Inc. Class A | New | 3.29% | +3.29 |
| WOLF Wolfspeed Inc. | New | 3.05% | +3.05 |
| BIDU Baidu Inc. - Spon ADR | New | 2.40% | +2.40 |
| LULU Lululemon Athletica Inc. | New | 1.92% | +1.92 |
| GNRC Generac Holdings Inc. | New | 1.85% | +1.85 |
| NFLX Netflix Inc. | Add +30.0% | 9.77% | −0.20 |
Options Activity Q1 2026 → Q2 2026
| IWM iShares Russell 2000 ETF | put | New | 325,000 | $97.6M |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 18 | $118.8M | META, HLF, UBER, NVDA, NFLX |
| Q1 2026 | 14 | $120.6M | META, HLF, UBER, TSM, NFLX |
| Q4 2025 | 15 | $117.9M | HLF, NXT, GOOGL, NTGR, TSM |
| Q3 2025 | 22 | $142.4M | NTGR, FOXF, GOGO, YEXT, HLF |
| Q2 2025 | 19 | $148.8M | GOGO, NTGR, TSM, YEXT, FOXF |
| Q1 2025 | 22 | $137.9M | GOGO, YEXT, NTGR, VSAT, UBER |
| Q4 2024 | 18 | $133.8M | GOGO, YEXT, UPWK, NFLX, NTGR |
| Q3 2024 | 19 | $116.1M | CRCT, YEXT, VSTO, FSLR, GOGO |
| Q2 2024 | 16 | $108.3M | GOGO, CRCT, VSTO, META, TSM |
| Q1 2024 | 13 | $103.2M | GOGO, META, VSTO, TSM, YELP |