Tenzing Global Management, LLC — 13F Holdings & Portfolio

CIK 1624095 · latest 13F-HR filed 2026-08-14

Tenzing Global Management, LLC manages $216.5M in 13F-reported U.S. long-equity assets across 19 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are IWM (45.11%), META (6.51%), HLF (6.08%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 8 new positions, exited 4, added to 1, and trimmed 8.

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.

Filer Information
Address
90 NEW MONTGOMERY STREET
SUITE 650
SAN FRANCISCO, CA 94105
Phone
(415) 645-2400
Filing Manager
Tenzing Global Management, LLC
SAN FRANCISCO, CA
Signatory
Mark Simmons
CCO
Loading holdings…
AUM

$216.5M

Long-equity book

Holdings

19

Distinct positions

Period

2026-06-30

Filed 2026-08-14

Q/Q Activity

+8 / −4 / ↑1 / ↓8

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • NETGEAR INC$4.8M +220.7%
Show all 1 →

Top Trims

  • META PLATFORMS INC-$10.2M -42.1%
  • TAIWAN SEMICONDUCTOR MANUFAC-$5.2M -38.2%
  • ALPHABET INC-$4.7M -72.4%
  • DAVE INC-$3.2M -46.5%
  • HERBALIFE LTD-$2.3M -14.9%
Show all 8 →

New Positions

  • NVIDIA CORPORATION$12.5M
  • ENTRAVISION COMMUNICATIONS C$7.5M
  • MAPLEBEAR INC$7.1M
  • REDDIT INC$3.9M
  • WOLFSPEED INC$3.6M
Show all 8 →

Exited Positions

  • FASTLY INC$7.3M
  • NEXTPOWER INC$4.8M
  • XPEL INC$3.3M
  • CHIME FINL INC$2.8M
Show all 4 →
All Holdings

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 ISHARES TR Put IWM 464287655 $97.6M 45.11% 325,000 SH
2 META PLATFORMS INC META 30303M102 $14.1M 6.51% 25,000 SH
3 HERBALIFE LTD HLF G4412G101 $13.2M 6.08% 1,000,000 SH
4 UBER TECHNOLOGIES INC UBER 90353T100 $12.6M 5.83% 175,000 SH
5 NVIDIA CORPORATION NVDA 67066G104 $12.5M 5.78% 62,500 SH
6 NETFLIX INC. NFLX 64110L106 $11.6M 5.36% 162,500 SH
7 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $8.4M 3.86% 17,500 SH
8 ENTRAVISION COMMUNICATIONS C EVC 29382R107 $7.5M 3.46% 575,000 SH
9 MAPLEBEAR INC CART 565394103 $7.1M 3.28% 150,000 SH
10 NETGEAR INC NTGR 64111Q104 $7.0M 3.24% 300,000 SH
11 REDDIT INC RDDT 75734B100 $3.9M 1.80% 22,500 SH
12 DAVE INC DAVE 23834J201 $3.7M 1.72% 10,000 SH
13 WOLFSPEED INC WOLF 97785W106 $3.6M 1.67% 75,000 SH
14 BAIDU INC BIDU 056752108 $2.9M 1.32% 25,000 SH
15 PRENETICS GLOBAL LTD PRE G72245122 $2.4M 1.10% 125,000 SH
16 LULULEMON ATHLETICA INC LULU 550021109 $2.3M 1.05% 20,000 SH
17 GENERAC HLDGS INC GNRC 368736104 $2.2M 1.01% 7,500 SH
18 FOX FACTORY HLDG CORP FOXF 35138V102 $2.1M 0.98% 125,000 SH
19 ALPHABET INC GOOGL 02079K305 $1.8M 0.83% 5,000 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-14 $216.5M 19 0001214659-26-010388
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