13F HOLDINGS REPORT
Tenzing Global Management, LLC
Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0001214659-24-009319
Total Value
$110.0M
Positions
14
Other Managers
0
Confidential Omitted
No
Holdings (14)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | GOGO INC | GOGO | 2,407,500 | $21.1M | 19.21% |
| 2 | META PLATFORMS INC | META | 39,850 | $19.4M | 17.59% |
| 3 | VISTA OUTDOOR INC | 928377100 | 350,000 | $11.5M | 10.43% |
| 4 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 70,000 | $9.5M | 8.66% |
| 5 | YELP INC | YELP | 217,000 | $8.5M | 7.77% |
| 6 | APPLE INC | AAPL | 40,000 | $6.9M | 6.23% |
| 7 | CARDLYTICS INC | CDLX | 425,000 | $6.2M | 5.60% |
| 8 | CRICUT INC | CRCT | 1,250,000 | $6.0M | 5.41% |
| 9 | NEXTRACKER INC | NXT | 91,000 | $5.1M | 4.65% |
| 10 | YEXT INC | YEXT | 845,000 | $5.1M | 4.63% |
| 11 | UBER TECHNOLOGIES INC | UBER | 54,500 | $4.2M | 3.81% |
| 12 | ARISTA NETWORKS INC | ANET | 12,500 | $3.6M | 3.29% |
| 13 | BARK INC | BARKW | 1,796,700 | $2.2M | 2.02% |
| 14 | KRISPY KREME INC | DNUT | 50,000 | $761,750 | 0.69% |