13F HOLDINGS REPORT
Tenzing Global Management, LLC
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001214659-25-007841
Total Value
$137.9M
Positions
22
Other Managers
0
Confidential Omitted
No
Holdings (22)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | GOGO INC | GOGO | 2,725,000 | $23.5M | 17.03% |
| 2 | YEXT INC | YEXT | 2,300,000 | $14.2M | 10.27% |
| 3 | NETGEAR INC | NTGR | 575,000 | $14.1M | 10.20% |
| 4 | VIASAT INC | VSAT | 950,000 | $9.9M | 7.18% |
| 5 | UBER TECHNOLOGIES INC | UBER | 112,500 | $8.2M | 5.94% |
| 6 | NEXTRACKER INC | NXT | 187,500 | $7.9M | 5.73% |
| 7 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 45,000 | $7.5M | 5.42% |
| 8 | NETFLIX INC | NFLX | 8,000 | $7.5M | 5.41% |
| 9 | HERBALIFE LTD | HLF | 800,000 | $6.9M | 5.00% |
| 10 | YELP INC | YELP | 175,000 | $6.5M | 4.70% |
| 11 | META PLATFORMS INC | META | 9,500 | $5.5M | 3.97% |
| 12 | TAPESTRY INC | TPR | 75,000 | $5.3M | 3.83% |
| 13 | ABERCROMBIE & FITCH CO | ANF | 57,500 | $4.4M | 3.18% |
| 14 | VOXX INTL CORP | 91829F104 | 475,000 | $3.6M | 2.58% |
| 15 | TEXAS ROADHOUSE INC | TXRH | 20,000 | $3.3M | 2.42% |
| 16 | HIPPO HLDGS INC | HIPOW | 100,000 | $2.6M | 1.85% |
| 17 | COMCAST CORP NEW | CCZ | 50,000 | $1.8M | 1.34% |
| 18 | EASTMAN KODAK CO | KODK | 250,000 | $1.6M | 1.15% |
| 19 | SHARKNINJA INC | SN | 17,500 | $1.5M | 1.06% |
| 20 | DIGITAL TURBINE INC | APPS | 350,000 | $950,250 | 0.69% |
| 21 | YETI HLDGS INC | YETI | 25,000 | $827,500 | 0.60% |
| 22 | UPWORK INC | UPWK | 50,000 | $652,500 | 0.47% |