13F HOLDINGS REPORT
Tenzing Global Management, LLC
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001214659-25-002851
Total Value
$133.8M
Positions
18
Other Managers
0
Confidential Omitted
No
Holdings (18)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | GOGO INC | GOGO | 2,075,000 | $16.8M | 12.55% |
| 2 | YEXT INC | YEXT | 2,537,500 | $16.1M | 12.07% |
| 3 | UPWORK INC | UPWK | 850,000 | $13.9M | 10.39% |
| 4 | NETFLIX INC | NFLX | 12,379 | $11.0M | 8.25% |
| 5 | NETGEAR INC | NTGR | 287,500 | $8.0M | 5.99% |
| 6 | META PLATFORMS INC | META | 13,667 | $8.0M | 5.98% |
| 7 | NEXTRACKER INC | NXT | 210,000 | $7.7M | 5.74% |
| 8 | YETI HLDGS INC | YETI | 195,000 | $7.5M | 5.61% |
| 9 | VIASAT INC | VSAT | 842,500 | $7.2M | 5.36% |
| 10 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 30,000 | $5.9M | 4.43% |
| 11 | REVELYST INC | 690045109 | 300,000 | $5.8M | 4.31% |
| 12 | CRICUT INC | CRCT | 925,000 | $5.3M | 3.94% |
| 13 | TAPESTRY INC | TPR | 72,500 | $4.7M | 3.54% |
| 14 | FIRST SOLAR INC | FSLR | 25,000 | $4.4M | 3.29% |
| 15 | VOXX INTL CORP | 91829F104 | 562,500 | $4.2M | 3.10% |
| 16 | UBER TECHNOLOGIES INC | UBER | 55,000 | $3.3M | 2.48% |
| 17 | SHARKNINJA INC | SN | 25,000 | $2.4M | 1.82% |
| 18 | GANNETT CO INC | TDAY | 300,000 | $1.5M | 1.13% |