Tenzing Global Management, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Tenzing Global Management, LLC reported 13 stock positions worth $103.2 million. Its top holding was Gogo (GOGO) at 20.5% of the portfolio, followed by Meta Platforms Class A (META, 18.8%) and Vista Outdoor (VSTO, 11.1%). Compared with Q4 2023, it opened 6 new positions, sold out of 4 and reduced 7. The biggest buy was a new position in Taiwan Semiconductor-SP ADR (TSM) and the biggest sale Yelp (YELP, shares −46%).
- Most Recent 13F
- Q2 2026
- Location
- SAN FRANCISCO, CA
- CIK
- 0001624095
- Portfolio Value
- $103.2M (Q1 2024)
- SEC Filing
- 0001214659-24-009319 ↗ filed May 15, 2024
Holdings Value
Holdings 13 stocks · $103.2M
| GOGO Gogo Inc. | 20.49% | 2,407,500 | $21.1M | Reduce -19.8% |
| META Meta Platforms Inc. Class A | 18.76% | 39,850 | $19.4M | Reduce -36.2% |
| VSTO Vista Outdoor Inc. | 11.12% | 350,000 | $11.5M | Reduce -20.0% |
| TSM Taiwan Semiconductor-SP ADR | 9.23% | 70,000 | $9.5M | New |
| YELP Yelp Inc. | 8.29% | 217,000 | $8.5M | Reduce -45.8% |
| CDLX Cardlytics Inc. | 5.97% | 425,000 | $6.2M | New |
| CRCT Cricut Inc. Class A | 5.77% | 1,250,000 | $6.0M | New |
| NXT Nextpower Inc. filed as NEXTRACKER INC | 4.96% | 91,000 | $5.1M | New |
| YEXT Yext Inc. | 4.94% | 845,000 | $5.1M | Reduce -19.5% |
| UBER Uber Technologies Inc. | 4.07% | 54,500 | $4.2M | Reduce -68.9% |
| ANET Arista Networks Inc. | 3.51% | 12,500 | $3.6M | Reduce -52.4% |
| BARK Bark Inc. | 2.16% | 1,796,700 | $2.2M | New |
| DNUT Krispy Kreme Inc. | 0.74% | 50,000 | $762K | New |
Options reported separately and not counted above: AAPL puts ($6.9M).
Portfolio Sells Q4 2023 → Q1 2024
| YELP Yelp Inc. | Reduce -45.8% | 8.29% | −7.26 |
| PYPL PayPal Holdings Inc. | Sold out | 0.00% | −4.79 |
| UBER Uber Technologies Inc. | Reduce -68.9% | 4.07% | −4.78 |
| GOGO Gogo Inc. | Reduce -19.8% | 20.49% | −4.47 |
| NXDR Nextdoor Holdings Inc. | Sold out | 0.00% | −2.72 |
| ENPH Enphase Energy Inc. | Sold out | 0.00% | −2.17 |
| DASH DoorDash Inc. Class A | Sold out | 0.00% | −2.03 |
| ANET Arista Networks Inc. | Reduce -52.4% | 3.51% | −1.56 |
| YEXT Yext Inc. | Reduce -19.5% | 4.94% | −0.14 |
| VSTO Vista Outdoor Inc. | Reduce -20.0% | 11.12% | +0.50 |
| META Meta Platforms Inc. Class A | Reduce -36.2% | 18.76% | +0.59 |
Portfolio Buys Q4 2023 → Q1 2024
Options Activity Q4 2023 → Q1 2024
| AAPL Apple Inc. | put | Add +14.3% | 40,000 | $6.9M |
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 |