Tenzing Global Management, LLC 13F Holdings
CIK 0001624095 · San Francisco, CA
As of Sep 30, 2025, Tenzing Global Management, LLC reported 23 positions worth
CIK 0001624095 · San Francisco, CA
As of Sep 30, 2025, Tenzing Global Management, LLC reported 23 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES RUSSELL 2000 ETF | IWM | — | 162,500 | $39.3M | 21.63% |
| NETGEAR INC | NTGR | Technology | 500,000 | 6.2M | 8.91% |
| FOX FACTORY HOLDING CORP | FOXF | Consumer Cyclical | 500,000 | 2.1M | 6.68% |
| GOGO INC | GOGO | Communication Services | 1,175,000 | 0.1M | 5.55% |
| YEXT INC | YEXT | Technology | 1,150,000 | $9.8M | 5.39% |
| HERBALIFE LTD | HLF | Consumer Defensive | 1,062,500 | $9.0M | 4.93% |
| URBAN OUTFITTERS INC | URBN | Consumer Cyclical | 122,500 | $8.8M | 4.81% |
| APPLIED MATERIALS INC | AMAT | Technology | 40,000 | $8.2M | 4.51% |
| SIGNET JEWELERS LTD | SIG | Consumer Cyclical | 80,000 | $7.7M | 4.22% |
| AMERICAN EAGLE OUTFITTERS INC | AEO | Consumer Cyclical | 437,500 | $7.5M | 4.12% |
| ALPHABET INC | GOOGL | Equity | 25,000 | $6.1M | 3.34% |
| DAVE INC | DAVE | Technology | 30,000 | $6.0M | 3.29% |
| LULULEMON ATHLETICA INC | LULU | Consumer Cyclical | 32,500 | $5.8M | 3.18% |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | Technology | 20,000 | $5.6M | 3.07% |
| PELOTON INTERACTIVE INC | PTON | Consumer Cyclical | 525,000 | $4.7M | 2.60% |
| NETFLIX INC | NFLX | Communication Services | 3,500 | $4.2M | 2.31% |
| FISERV INC | FISV | Technology | 30,000 | $3.9M | 2.13% |
| NEXTPOWER INC | NXT | Technology | 50,000 | $3.7M | 2.04% |
| META PLATFORMS INC | META | Communication Services | 5,000 | $3.7M | 2.02% |
| TAPESTRY INC | TPR | Consumer Cyclical | 27,500 | $3.1M | 1.71% |
| DULUTH HOLDINGS INC | DLTH | Consumer Cyclical | 600,000 | $2.3M | 1.29% |
| DIGITAL TURBINE INC | APPS | Technology | 325,000 | $2.1M | 1.14% |
| TIGO ENERGY INC | TYGO | Technology | 800,000 | $2.0M | 1.10% |