Tenzing Global Management, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Tenzing Global Management, LLC reported 14 stock positions worth $120.6 million. Its top holding was Meta Platforms Class A (META) at 20.2% of the portfolio, followed by Herbalife (HLF, 12.8%) and Uber Technologies (UBER, 11.5%). Compared with Q4 2025, it opened 5 new positions, sold out of 6, added to 2 and reduced 6. The biggest buy was a new position in Meta Platforms Class A (META) and the biggest sale Netgear (NTGR, shares −80%).
- Most Recent 13F
- Q2 2026
- Location
- SAN FRANCISCO, CA
- CIK
- 0001624095
- Portfolio Value
- $120.6M (Q1 2026)
- SEC Filing
- 0001214659-26-006474 ↗ filed May 15, 2026
Holdings Value
Holdings 14 stocks · $120.6M
| META Meta Platforms Inc. Class A | 20.17% | 42,500 | $24.3M | New |
| HLF Herbalife Ltd. | 12.82% | 1,050,000 | $15.5M | Reduce -16.0% |
| UBER Uber Technologies Inc. | 11.49% | 192,500 | $13.8M | New |
| TSM Taiwan Semiconductor-SP ADR | 11.21% | 40,000 | $13.5M | No change |
| NFLX Netflix Inc. | 9.97% | 125,000 | $12.0M | Add +66.7% |
| FSLY Fastly Inc. Class A | 6.03% | 250,000 | $7.3M | New |
| DAVE Dave Inc. | 5.78% | 40,000 | $7.0M | Add +300.0% |
| GOOGL Alphabet Inc. Class A | 5.37% | 22,500 | $6.5M | Reduce -47.1% |
| NXT Nextpower Inc. | 4.00% | 40,000 | $4.8M | Reduce -75.4% |
| PRE Prenetics Global Ltd. Class A | 3.21% | 200,000 | $3.9M | New |
| FOXF Fox Factory Holding Corp. | 3.07% | 225,000 | $3.7M | Reduce -41.6% |
| XPEL Xpel Inc. | 2.75% | 75,000 | $3.3M | New |
| CHYM Chime Financial Inc. Class A | 2.33% | 150,000 | $2.8M | Reduce -66.7% |
| NTGR Netgear Inc. | 1.81% | 100,000 | $2.2M | Reduce -80.0% |
Portfolio Sells Q4 2025 → Q1 2026
| NTGR Netgear Inc. | Reduce -80.0% | 1.81% | −8.59 |
| NXT Nextpower Inc. | Reduce -75.4% | 4.00% | −8.01 |
| CHYM Chime Financial Inc. Class A | Reduce -66.7% | 2.33% | −7.28 |
| URBN Urban Outfitters Inc. | Sold out | 0.00% | −6.38 |
| GOOGL Alphabet Inc. Class A | Reduce -47.1% | 5.37% | −5.91 |
| GNRC Generac Holdings Inc. | Sold out | 0.00% | −5.20 |
| ONON On Holding AG Class A | Sold out | 0.00% | −2.96 |
| FOXF Fox Factory Holding Corp. | Reduce -41.6% | 3.07% | −2.51 |
| TYGO Tigo Energy Inc. | Sold out | 0.00% | −1.83 |
| YELP Yelp Inc. | Sold out | 0.00% | −1.55 |
| GOGO Gogo Inc. | Sold out | 0.00% | −1.38 |
| HLF Herbalife Ltd. | Reduce -16.0% | 12.82% | −0.84 |
Portfolio Buys Q4 2025 → Q1 2026
Options Activity Q4 2025 → Q1 2026
| IWM iShares Russell 2000 ETF | put | Sold out | 200,000 | $49.2Mbefore 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 |