Tenzing Global Management, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Tenzing Global Management, LLC reported 16 stock positions worth $108.3 million. Its top holding was Gogo (GOGO) at 19.0% of the portfolio, followed by Cricut Class A (CRCT, 11.3%) and Vista Outdoor (VSTO, 11.3%). Compared with Q1 2024, it opened 8 new positions, sold out of 5, added to 4 and reduced 4. The biggest buy was a new position in Netflix (NFLX) and the biggest sale Meta Platforms Class A (META, shares −50%).
- Most Recent 13F
- Q2 2026
- Location
- SAN FRANCISCO, CA
- CIK
- 0001624095
- Portfolio Value
- $108.3M (Q2 2024)
- SEC Filing
- 0001214659-24-014694 ↗ filed Aug 14, 2024
Holdings Value
Holdings 16 stocks · $108.3M
| GOGO Gogo Inc. | 19.00% | 2,137,500 | $20.6M | Reduce -11.2% |
| CRCT Cricut Inc. Class A | 11.34% | 2,050,000 | $12.3M | Add +64.0% |
| VSTO Vista Outdoor Inc. | 11.30% | 325,000 | $12.2M | Reduce -7.1% |
| META Meta Platforms Inc. Class A | 9.32% | 20,000 | $10.1M | Reduce -49.8% |
| TSM Taiwan Semiconductor-SP ADR | 8.43% | 52,500 | $9.1M | Reduce -25.0% |
| NFLX Netflix Inc. | 7.01% | 11,250 | $7.6M | New |
| CDLX Cardlytics Inc. | 4.74% | 625,000 | $5.1M | Add +47.1% |
| YEXT Yext Inc. | 4.45% | 900,000 | $4.8M | Add +6.5% |
| YETI Yeti Holdings Inc. filed as YETI HLDGS INC | 4.41% | 125,000 | $4.8M | New |
| UBER Uber Technologies Inc. | 3.86% | 57,500 | $4.2M | Add +5.5% |
| UPWK Upwork Inc. | 3.72% | 375,000 | $4.0M | New |
| FSLR First Solar Inc. | 3.64% | 17,500 | $3.9M | New |
| KSPI JSC Kaspi.kz ADR filed as KASPI KZ JSC | 2.98% | 25,000 | $3.2M | New |
| CHGG Chegg Inc. | 2.19% | 750,000 | $2.4M | New |
| QCOM Qualcomm Inc. | 2.12% | 11,500 | $2.3M | New |
| GOOS Canada Goose Holdings Inc. | 1.49% | 125,000 | $1.6M | New |
Options reported separately and not counted above: QQQ puts ($47.9M).
Portfolio Sells Q1 2024 → Q2 2024
| META Meta Platforms Inc. Class A | Reduce -49.8% | 9.32% | −9.44 |
| YELP Yelp Inc. | Sold out | 0.00% | −8.29 |
| NXT Nextpower Inc. | Sold out | 0.00% | −4.96 |
| ANET Arista Networks Inc. | Sold out | 0.00% | −3.51 |
| BARK Bark Inc. | Sold out | 0.00% | −2.16 |
| GOGO Gogo Inc. | Reduce -11.2% | 19.00% | −1.49 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -25.0% | 8.43% | −0.80 |
| DNUT Krispy Kreme Inc. | Sold out | 0.00% | −0.74 |
| VSTO Vista Outdoor Inc. | Reduce -7.1% | 11.30% | +0.18 |
Portfolio Buys Q1 2024 → Q2 2024
| NFLX Netflix Inc. | New | 7.01% | +7.01 |
| CRCT Cricut Inc. Class A | Add +64.0% | 11.34% | +5.58 |
| YETI Yeti Holdings Inc. | New | 4.41% | +4.41 |
| UPWK Upwork Inc. | New | 3.72% | +3.72 |
| FSLR First Solar Inc. | New | 3.64% | +3.64 |
| KSPI JSC Kaspi.kz ADR | New | 2.98% | +2.98 |
| CHGG Chegg Inc. | New | 2.19% | +2.19 |
| QCOM Qualcomm Inc. | New | 2.12% | +2.12 |
| GOOS Canada Goose Holdings Inc. | New | 1.49% | +1.49 |
| UBER Uber Technologies Inc. | Add +5.5% | 3.86% | −0.21 |
| YEXT Yext Inc. | Add +6.5% | 4.45% | −0.49 |
| CDLX Cardlytics Inc. | Add +47.1% | 4.74% | −1.23 |
Options Activity Q1 2024 → Q2 2024
| QQQ Invesco QQQ Trust Series 1 | put | New | 100,000 | $47.9M |
| AAPL Apple Inc. | put | Sold out | 40,000 | $6.9Mbefore exit |
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 |