Tenzing Global Management, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Tenzing Global Management, LLC reported 18 stock positions worth $133.8 million. Its top holding was Gogo (GOGO) at 12.6% of the portfolio, followed by Yext (YEXT, 12.1%) and Upwork (UPWK, 10.4%). Compared with Q3 2024, it opened 3 new positions, sold out of 4, added to 8 and reduced 6. The biggest buy was Upwork (UPWK, shares +89%) and the biggest sale Cricut Class A (CRCT, shares −57%).
- Most Recent 13F
- Q2 2026
- Location
- SAN FRANCISCO, CA
- CIK
- 0001624095
- Portfolio Value
- $133.8M (Q4 2024)
- SEC Filing
- 0001214659-25-002851 ↗ filed Feb 14, 2025
Holdings Value
Holdings 18 stocks · $133.8M
| GOGO Gogo Inc. | 12.55% | 2,075,000 | $16.8M | Add +59.6% |
| YEXT Yext Inc. | 12.07% | 2,537,500 | $16.1M | Add +20.8% |
| UPWK Upwork Inc. | 10.39% | 850,000 | $13.9M | Add +88.9% |
| NFLX Netflix Inc. | 8.25% | 12,379 | $11.0M | Reduce -1.0% |
| NTGR Netgear Inc. | 5.99% | 287,500 | $8.0M | Add +64.3% |
| META Meta Platforms Inc. Class A | 5.98% | 13,667 | $8.0M | Reduce -0.6% |
| NXT Nextpower Inc. filed as NEXTRACKER INC | 5.74% | 210,000 | $7.7M | Add +600.0% |
| YETI Yeti Holdings Inc. filed as YETI HLDGS INC | 5.61% | 195,000 | $7.5M | Add +56.0% |
| VSAT Viasat Inc. | 5.36% | 842,500 | $7.2M | New |
| TSM Taiwan Semiconductor-SP ADR | 4.43% | 30,000 | $5.9M | Add +33.3% |
| GEAR Revelyst Inc. | 4.31% | 300,000 | $5.8M | Reduce -14.3% |
| CRCT Cricut Inc. Class A | 3.94% | 925,000 | $5.3M | Reduce -57.0% |
| TPR Tapestry Inc. | 3.54% | 72,500 | $4.7M | New |
| FSLR First Solar Inc. | 3.29% | 25,000 | $4.4M | Reduce -39.4% |
| VOXX Voxx International Corp. | 3.10% | 562,500 | $4.2M | Reduce -42.3% |
| UBER Uber Technologies Inc. | 2.48% | 55,000 | $3.3M | Add +83.3% |
| SN Sharkninja Inc. | 1.82% | 25,000 | $2.4M | New |
| TDAY USA Today Co. Inc. filed as GANNETT CO INC | 1.13% | 300,000 | $1.5M | No change |
Portfolio Sells Q3 2024 → Q4 2024
| CRCT Cricut Inc. Class A | Reduce -57.0% | 3.94% | −8.89 |
| GEAR Revelyst Inc. | Reduce -14.3% | 4.31% | −7.50 |
| FSLR First Solar Inc. | Reduce -39.4% | 3.29% | −5.57 |
| PDD PDD Holdings Inc. | Sold out | 0.00% | −3.19 |
| VOXX Voxx International Corp. | Reduce -42.3% | 3.10% | −2.24 |
| GOOS Canada Goose Holdings Inc. | Sold out | 0.00% | −1.62 |
| SYM Symbotic Inc. | Sold out | 0.00% | −1.31 |
| ULTA Ulta Beauty Inc. | Sold out | 0.00% | −0.84 |
| META Meta Platforms Inc. Class A | Reduce -0.6% | 5.98% | −0.80 |
| NFLX Netflix Inc. | Reduce -1.0% | 8.25% | +0.61 |
Portfolio Buys Q3 2024 → Q4 2024
| UPWK Upwork Inc. | Add +88.9% | 10.39% | +6.34 |
| VSAT Viasat Inc. | New | 5.36% | +5.36 |
| NXT Nextpower Inc. | Add +600.0% | 5.74% | +4.77 |
| GOGO Gogo Inc. | Add +59.6% | 12.55% | +4.51 |
| TPR Tapestry Inc. | New | 3.54% | +3.54 |
| NTGR Netgear Inc. | Add +64.3% | 5.99% | +2.97 |
| SN Sharkninja Inc. | New | 1.82% | +1.82 |
| YETI Yeti Holdings Inc. | Add +56.0% | 5.61% | +1.20 |
| TSM Taiwan Semiconductor-SP ADR | Add +33.3% | 4.43% | +1.06 |
| UBER Uber Technologies Inc. | Add +83.3% | 2.48% | +0.54 |
| YEXT Yext Inc. | Add +20.8% | 12.07% | −0.45 |
Options Activity Q3 2024 → Q4 2024
| QQQ Invesco QQQ Trust Series 1 | put | Sold out | 50,000 | $24.4Mbefore 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 |