Tenzing Global Management, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Tenzing Global Management, LLC reported 22 stock positions worth $137.9 million. Its top holding was Gogo (GOGO) at 17.0% of the portfolio, followed by Yext (YEXT, 10.3%) and Netgear (NTGR, 10.2%). Compared with Q4 2024, it opened 8 new positions, sold out of 4, added to 6 and reduced 8. The biggest buy was a new position in Herbalife (HLF) and the biggest sale Upwork (UPWK, shares −94%).
- Most Recent 13F
- Q2 2026
- Location
- SAN FRANCISCO, CA
- CIK
- 0001624095
- Portfolio Value
- $137.9M (Q1 2025)
- SEC Filing
- 0001214659-25-007841 ↗ filed May 15, 2025
Holdings Value
Holdings 22 stocks · $137.9M
| GOGO Gogo Inc. | 17.03% | 2,725,000 | $23.5M | Add +31.3% |
| YEXT Yext Inc. | 10.27% | 2,300,000 | $14.2M | Reduce -9.4% |
| NTGR Netgear Inc. | 10.20% | 575,000 | $14.1M | Add +100.0% |
| VSAT Viasat Inc. | 7.18% | 950,000 | $9.9M | Add +12.8% |
| UBER Uber Technologies Inc. | 5.94% | 112,500 | $8.2M | Add +104.5% |
| NXT Nextpower Inc. filed as NEXTRACKER INC | 5.73% | 187,500 | $7.9M | Reduce -10.7% |
| TSM Taiwan Semiconductor-SP ADR | 5.42% | 45,000 | $7.5M | Add +50.0% |
| NFLX Netflix Inc. | 5.41% | 8,000 | $7.5M | Reduce -35.4% |
| HLF Herbalife Ltd. | 5.00% | 800,000 | $6.9M | New |
| YELP Yelp Inc. | 4.70% | 175,000 | $6.5M | New |
| META Meta Platforms Inc. Class A | 3.97% | 9,500 | $5.5M | Reduce -30.5% |
| TPR Tapestry Inc. | 3.83% | 75,000 | $5.3M | Add +3.5% |
| ANF Abercrombie & Fitch Co. Class A | 3.18% | 57,500 | $4.4M | New |
| VOXX Voxx International Corp. | 2.58% | 475,000 | $3.6M | Reduce -15.6% |
| TXRH Texas Roadhouse Inc. | 2.42% | 20,000 | $3.3M | New |
| HIPO Hippo Holdings Inc. | 1.85% | 100,000 | $2.6M | New |
| CMCSA Comcast Corp. Class A | 1.34% | 50,000 | $1.8M | New |
| KODK Eastman Kodak Co. | 1.15% | 250,000 | $1.6M | New |
| SN Sharkninja Inc. | 1.06% | 17,500 | $1.5M | Reduce -30.0% |
| APPS Digital Turbine Inc. | 0.69% | 350,000 | $950K | New |
| YETI Yeti Holdings Inc. filed as YETI HLDGS INC | 0.60% | 25,000 | $828K | Reduce -87.2% |
| UPWK Upwork Inc. | 0.47% | 50,000 | $653K | Reduce -94.1% |
Portfolio Sells Q4 2024 → Q1 2025
| UPWK Upwork Inc. | Reduce -94.1% | 0.47% | −9.92 |
| YETI Yeti Holdings Inc. | Reduce -87.2% | 0.60% | −5.01 |
| GEAR Revelyst Inc. | Sold out | 0.00% | −4.31 |
| CRCT Cricut Inc. Class A | Sold out | 0.00% | −3.94 |
| FSLR First Solar Inc. | Sold out | 0.00% | −3.29 |
| NFLX Netflix Inc. | Reduce -35.4% | 5.41% | −2.84 |
| META Meta Platforms Inc. Class A | Reduce -30.5% | 3.97% | −2.01 |
| YEXT Yext Inc. | Reduce -9.4% | 10.27% | −1.80 |
| TDAY USA Today Co. Inc. | Sold out | 0.00% | −1.13 |
| SN Sharkninja Inc. | Reduce -30.0% | 1.06% | −0.76 |
| VOXX Voxx International Corp. | Reduce -15.6% | 2.58% | −0.52 |
| NXT Nextpower Inc. | Reduce -10.7% | 5.73% | −0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| HLF Herbalife Ltd. | New | 5.00% | +5.00 |
| YELP Yelp Inc. | New | 4.70% | +4.70 |
| GOGO Gogo Inc. | Add +31.3% | 17.03% | +4.48 |
| NTGR Netgear Inc. | Add +100.0% | 10.20% | +4.20 |
| UBER Uber Technologies Inc. | Add +104.5% | 5.94% | +3.46 |
| ANF Abercrombie & Fitch Co. Class A | New | 3.18% | +3.18 |
| TXRH Texas Roadhouse Inc. | New | 2.42% | +2.42 |
| HIPO Hippo Holdings Inc. | New | 1.85% | +1.85 |
| VSAT Viasat Inc. | Add +12.8% | 7.18% | +1.82 |
| CMCSA Comcast Corp. Class A | New | 1.34% | +1.34 |
| KODK Eastman Kodak Co. | New | 1.15% | +1.15 |
| TSM Taiwan Semiconductor-SP ADR | Add +50.0% | 5.42% | +0.99 |
| APPS Digital Turbine Inc. | New | 0.69% | +0.69 |
| TPR Tapestry Inc. | Add +3.5% | 3.83% | +0.29 |
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 |