Tenzing Global Management, LLC — 13F Holdings & Portfolio
CIK 1624095 · latest 13F-HR filed 2026-05-15
Tenzing Global Management, LLC manages $120.6M in 13F-reported U.S. long-equity assets across 14 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are META (20.17%), HLF (12.82%), UBER (11.49%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 5 new positions, exited 6, added to 3, and trimmed 5.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$120.6M
Long-equity book
14
Distinct positions
2026-03-31
Filed 2026-05-15
+5 / −6 / ↑3 / ↓5
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- NETFLIX INC.$5.0M +70.9%
- DAVE INC$4.7M +214.5%
- TAIWAN SEMICONDUCTOR MANUFAC$1.4M +11.2%
Top Trims
- NETGEAR INC-$10.1M -82.2%
- NEXTPOWER INC-$9.3M -65.9%
- CHIME FINL INC-$8.5M -75.2%
- ALPHABET INC-$6.8M -51.4%
- FOX FACTORY HLDG CORP-$2.9M -43.8%
New Positions
- META PLATFORMS INC$24.3M
- UBER TECHNOLOGIES INC$13.8M
- FASTLY INC$7.3M
- PRENETICS GLOBAL LTD$3.9M
- XPEL INC$3.3M
Exited Positions
- URBAN OUTFITTERS INC$7.5M
- GENERAC HLDGS INC$6.1M
- ON HLDG AG$3.5M
- TIGO ENERGY INC$2.2M
- YELP INC$1.8M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | META PLATFORMS INC | META | 30303M102 | $24.3M | 20.17% | 42,500 | SH |
| 2 | HERBALIFE LTD | HLF | G4412G101 | $15.5M | 12.82% | 1,050,000 | SH |
| 3 | UBER TECHNOLOGIES INC | UBER | 90353T100 | $13.8M | 11.49% | 192,500 | SH |
| 4 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $13.5M | 11.21% | 40,000 | SH |
| 5 | NETFLIX INC. | NFLX | 64110L106 | $12.0M | 9.97% | 125,000 | SH |
| 6 | FASTLY INC | FSLY | 31188V100 | $7.3M | 6.03% | 250,000 | SH |
| 7 | DAVE INC | DAVE | 23834J201 | $7.0M | 5.78% | 40,000 | SH |
| 8 | ALPHABET INC | GOOGL | 02079K305 | $6.5M | 5.37% | 22,500 | SH |
| 9 | NEXTPOWER INC | NXT | 65290E101 | $4.8M | 4.00% | 40,000 | SH |
| 10 | PRENETICS GLOBAL LTD | PRE | G72245122 | $3.9M | 3.21% | 200,000 | SH |
| 11 | FOX FACTORY HLDG CORP | FOXF | 35138V102 | $3.7M | 3.07% | 225,000 | SH |
| 12 | XPEL INC | XPEL | 98379L100 | $3.3M | 2.75% | 75,000 | SH |
| 13 | CHIME FINL INC | CHYM | 16935C109 | $2.8M | 2.33% | 150,000 | SH |
| 14 | NETGEAR INC | NTGR | 64111Q104 | $2.2M | 1.81% | 100,000 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-15 | $120.6M | 14 | 0001214659-26-006474 |
| 2025-12-31 | 2026-02-17 | $167.1M | 16 | 0001214659-26-001988 |
| 2025-09-30 | 2025-11-14 | $181.7M | 23 | 0001214659-25-016642 |