Q1 2025 · 13F-HR
Tenzing Global Management, LLCholdings as filed
Filed 2025-05-15 · accession 0001214659-25-007841
$137.9M
Reported value
22
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 38046C109 | GOGO | GOGO INC | $23.5M | 17.0% | 2,725,000 | Common | SOLE |
| 98585N106 | YEXT | YEXT INC | $14.2M | 10.3% | 2,300,000 | Common | SOLE |
| 64111Q104 | NTGR | NETGEAR INC | $14.1M | 10.2% | 575,000 | Common | SOLE |
| 92552V100 | VSAT | VIASAT INC | $9.9M | 7.18% | 950,000 | Common | SOLE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $8.2M | 5.94% | 112,500 | Common | SOLE |
| 65290E101 | NXT | NEXTRACKER INC | $7.9M | 5.73% | 187,500 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $7.5M | 5.42% | 45,000 | Common | SOLE |
| 64110L106 | NFLX | NETFLIX INC | $7.5M | 5.41% | 8,000 | Common | SOLE |
| G4412G101 | HLF | HERBALIFE LTD | $6.9M | 5.00% | 800,000 | Common | SOLE |
| 985817105 | YELP | YELP INC | $6.5M | 4.70% | 175,000 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $5.5M | 3.97% | 9,500 | Common | SOLE |
| 876030107 | TPR | TAPESTRY INC | $5.3M | 3.83% | 75,000 | Common | SOLE |
| 002896207 | ANF | ABERCROMBIE & FITCH CO | $4.4M | 3.18% | 57,500 | Common | SOLE |
| 91829F104 | VOXXGUSD | VOXX INTL CORP | $3.6M | 2.58% | 475,000 | Common | SOLE |
| 882681109 | TXRH | TEXAS ROADHOUSE INC | $3.3M | 2.42% | 20,000 | Common | SOLE |
| 433539202 | HIPO | HIPPO HLDGS INC | $2.6M | 1.85% | 100,000 | Common | SOLE |
| 20030N101 | CMCSA | COMCAST CORP NEW | $1.8M | 1.34% | 50,000 | Common | SOLE |
| 277461406 | KODK | EASTMAN KODAK CO | $1.6M | 1.15% | 250,000 | Common | SOLE |
| G8068L108 | SN | SHARKNINJA INC | $1.5M | 1.06% | 17,500 | Common | SOLE |
| 25400W102 | APPS | DIGITAL TURBINE INC | $950,250 | 0.69% | 350,000 | Common | SOLE |
| 98585X104 | YETI | YETI HLDGS INC | $827,500 | 0.60% | 25,000 | Common | SOLE |
| 91688F104 | UPWK | UPWORK INC | $652,500 | 0.47% | 50,000 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.