Tenzing Global Management, LLC 13F holdings
Tenzing Global Management, LLC reported 18 positions with a total reported value of $118.8M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: META META PLATFORMS INC (11.9%), HLF HERBALIFE LTD (11.1%), UBER UBER TECHNOLOGIES INC (10.6%), NVDA NVIDIA CORPORATION (10.5%), NFLX NETFLIX INC. (9.8%). Against 2026-03-31 it opened 8 new positions and exited 4. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
18 largest of 18 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| META META PLATFORMS INC | 25,000 | $14.1M | 11.9% |
| HLF HERBALIFE LTD | 1,000,000 | $13.2M | 11.1% |
| UBER UBER TECHNOLOGIES INC | 175,000 | $12.6M | 10.6% |
| NVDA NVIDIA CORPORATION | 62,500 | $12.5M | 10.5% |
| NFLX NETFLIX INC. | 162,500 | $11.6M | 9.8% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 17,500 | $8.4M | 7.0% |
| EVC ENTRAVISION COMMUNICATIONS C | 575,000 | $7.5M | 6.3% |
| CART MAPLEBEAR INC | 150,000 | $7.1M | 6.0% |
| NTGR NETGEAR INC | 300,000 | $7.0M | 5.9% |
| RDDT REDDIT INC | 22,500 | $3.9M | 3.3% |
| DAVE DAVE INC | 10,000 | $3.7M | 3.1% |
| WOLF WOLFSPEED INC | 75,000 | $3.6M | 3.0% |
| BIDU BAIDU INC | 25,000 | $2.9M | 2.4% |
| PRE PRENETICS GLOBAL LTD | 125,000 | $2.4M | 2.0% |
| LULU LULULEMON ATHLETICA INC | 20,000 | $2.3M | 1.9% |
| GNRC GENERAC HLDGS INC | 7,500 | $2.2M | 1.8% |
| FOXF FOX FACTORY HLDG CORP | 125,000 | $2.1M | 1.8% |
| GOOGL ALPHABET INC | 5,000 | $1.8M | 1.5% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 8 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| NVDA NVIDIA CORPORATION | 62,500 | $12.5M | 10.5% |
| EVC ENTRAVISION COMMUNICATIONS C | 575,000 | $7.5M | 6.3% |
| CART MAPLEBEAR INC | 150,000 | $7.1M | 6.0% |
| RDDT REDDIT INC | 22,500 | $3.9M | 3.3% |
| WOLF WOLFSPEED INC | 75,000 | $3.6M | 3.0% |
| BIDU BAIDU INC | 25,000 | $2.9M | 2.4% |
| LULU LULULEMON ATHLETICA INC | 20,000 | $2.3M | 1.9% |
| GNRC GENERAC HLDGS INC | 7,500 | $2.2M | 1.8% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 4 in all · reported value as of 2026-03-31
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| NTGR NETGEAR INC | 100,000 | 300,000 | +200.0% | $7.0M |
| NFLX NETFLIX INC. | 125,000 | 162,500 | +30.0% | $11.6M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| DAVE DAVE INC | 40,000 | 10,000 | -75.0% | $3.7M |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 40,000 | 17,500 | -56.2% | $8.4M |
| META META PLATFORMS INC | 42,500 | 25,000 | -41.2% | $14.1M |
| GOOGL ALPHABET INC | 22,500 | 5,000 | -77.8% | $1.8M |
| FOXF FOX FACTORY HLDG CORP | 225,000 | 125,000 | -44.4% | $2.1M |
| PRE PRENETICS GLOBAL LTD | 200,000 | 125,000 | -37.5% | $2.4M |
| UBER UBER TECHNOLOGIES INC | 192,500 | 175,000 | -9.1% | $12.6M |
| HLF HERBALIFE LTD | 1,050,000 | 1,000,000 | -4.8% | $13.2M |
CIK 1624095 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
