13F HOLDINGS REPORT
Tenzing Global Management, LLC
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001214659-25-012235
Total Value
$159.6M
Positions
20
Other Managers
0
Confidential Omitted
No
Holdings (20)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | GOGO INC | GOGO | 2,225,000 | $32.7M | 20.46% |
| 2 | NETGEAR INC | NTGR | 600,000 | $17.4M | 10.93% |
| 3 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 52,500 | $11.9M | 7.45% |
| 4 | YEXT INC | YEXT | 1,275,000 | $10.8M | 6.79% |
| 5 | ISHARES TR | 464287655 | 50,000 | $10.8M | 6.76% |
| 6 | FOX FACTORY HLDG CORP | FOXF | 350,000 | $9.1M | 5.69% |
| 7 | URBAN OUTFITTERS INC | URBN | 115,000 | $8.3M | 5.23% |
| 8 | NETFLIX INC | NFLX | 5,750 | $7.7M | 4.82% |
| 9 | TAPESTRY INC | TPR | 80,000 | $7.0M | 4.40% |
| 10 | DAVE INC | 23834J201 | 24,000 | $6.4M | 4.04% |
| 11 | APPLIED MATLS INC | 038222105 | 35,000 | $6.4M | 4.01% |
| 12 | META PLATFORMS INC | META | 7,500 | $5.5M | 3.47% |
| 13 | UNITEDHEALTH GROUP INC | UNH | 17,500 | $5.5M | 3.42% |
| 14 | TEXAS ROADHOUSE INC | TXRH | 22,500 | $4.2M | 2.64% |
| 15 | ALLBIRDS INC | BIRD | 353,919 | $3.8M | 2.36% |
| 16 | HERBALIFE LTD | HLF | 425,000 | $3.7M | 2.30% |
| 17 | ENPHASE ENERGY INC | ENPH | 87,500 | $3.5M | 2.17% |
| 18 | DIGITAL TURBINE INC | APPS | 350,000 | $2.1M | 1.29% |
| 19 | VIASAT INC | VSAT | 100,000 | $1.5M | 0.91% |
| 20 | NEXTRACKER INC | NXT | 25,000 | $1.4M | 0.85% |