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Tenzing Global Management, LLC Top Holdings and 13F Report (2025)

About Tenzing Global Management, LLC

Investment Activity

  • Tenzing Global Management, LLC has $133.75 million in total holdings as of December 31, 2024.
  • Tenzing Global Management, LLC owns shares of 18 different stocks, but just 11 companies or ETFs make up 80% of its holdings.
  • Approximately 38.20% of the portfolio was purchased this quarter.
  • About 44.30% of the portfolio was sold this quarter.
  • This quarter, Tenzing Global Management, LLC has purchased 20 new stocks and bought additional shares in 8 stocks.
  • Tenzing Global Management, LLC sold shares of 5 stocks and completely divested from 6 stocks this quarter.

Largest Holdings

Gogo
$16,786,750
Yext
$16,138,500
Upwork
$13,897,500
Netflix
$11,033,650
NETGEAR
$8,012,625

Largest New Holdings this Quarter

Viasat
$7,169,675 Holding
REVELYST INC
$5,769,000 Holding
Tapestry
$4,736,425 Holding
SharkNinja
$2,434,000 Holding

Largest Purchases this Quarter

Viasat
842,500 shares (about $7.17M)
Nextracker
180,000 shares (about $6.58M)
Upwork
400,000 shares (about $6.54M)
Gogo
775,000 shares (about $6.27M)
REVELYST INC
300,000 shares (about $5.77M)

Largest Sales this Quarter

Cricut
1,225,000 shares (about $6.98M)
VOXX International
412,500 shares (about $3.04M)
First Solar
16,250 shares (about $2.86M)
Netflix
121 shares (about $107.85K)
Meta Platforms
83 shares (about $48.60K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofTenzing Global Management, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Gogo Inc. stock logo
GOGO
Gogo
$16,786,750$6,269,750 59.6%2,075,00012.6%Computer and Technology
Yext, Inc. stock logo
YEXT
Yext
$16,138,500$2,782,500 20.8%2,537,50012.1%Business Services
Upwork Inc. stock logo
UPWK
Upwork
$13,897,500$6,540,000 88.9%850,00010.4%Computer and Technology
Netflix, Inc. stock logo
NFLX
Netflix
$11,033,650$107,850 -1.0%12,3798.2%Consumer Discretionary
NETGEAR, Inc. stock logo
NTGR
NETGEAR
$8,012,625$3,135,375 64.3%287,5006.0%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$8,002,165$48,597 -0.6%13,6676.0%Computer and Technology
Nextracker Inc. stock logo
NXT
Nextracker
$7,671,300$6,575,400 600.0%210,0005.7%Oils/Energy
YETI Holdings, Inc. stock logo
YETI
YETI
$7,509,450$2,695,700 56.0%195,0005.6%Consumer Discretionary
Viasat, Inc. stock logo
VSAT
Viasat
$7,169,675$7,169,675 New Holding842,5005.4%Computer and Technology
Taiwan Semiconductor Manufacturing Company Limited stock logo
TSM
Taiwan Semiconductor Manufacturing
$5,924,700$1,481,175 33.3%30,0004.4%Computer and Technology
REVELYST INC
$5,769,000$5,769,000 New Holding300,0004.3%COM SHS
Cricut, Inc. stock logo
CRCT
Cricut
$5,272,500$6,982,500 -57.0%925,0003.9%Business Services
Tapestry, Inc. stock logo
TPR
Tapestry
$4,736,425$4,736,425 New Holding72,5003.5%Retail/Wholesale
First Solar, Inc. stock logo
FSLR
First Solar
$4,406,000$2,863,900 -39.4%25,0003.3%Oils/Energy
VOXX International Co. stock logo
VOXX
VOXX International
$4,151,250$3,044,250 -42.3%562,5003.1%Computer and Technology
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$3,317,600$1,508,000 83.3%55,0002.5%Computer and Technology
SharkNinja, Inc. stock logo
SN
SharkNinja
$2,434,000$2,434,000 New Holding25,0001.8%Retail/Wholesale
Gannett Co., Inc. stock logo
GCI
Gannett
$1,518,0000.0%300,0001.1%Business Services
Invesco QQQ stock logo
QQQ
Invesco QQQ
$0$24,403,500 -100.0%00.0%Finance
Vista Outdoor Inc. stock logo
VSTO
Vista Outdoor
$0$13,713,000 -100.0%00.0%Consumer Discretionary
PDD Holdings Inc. stock logo
PDD
PDD
$0$3,707,275 -100.0%00.0%Retail/Wholesale
Canada Goose Holdings Inc. stock logo
GOOS
Canada Goose
$0$1,879,500 -100.0%00.0%Retail/Wholesale
Symbotic Inc. stock logo
SYM
Symbotic
$0$1,524,375 -100.0%00.0%Business Services
Ulta Beauty, Inc. stock logo
ULTA
Ulta Beauty
$0$972,800 -100.0%00.0%Retail/Wholesale

Showing largest 100 holdings. View all holdings.
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