Tenzing Global Management, LLC 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
Tenzing Global Management, LLC disclosed 18 US equity positions worth $133.8m in its Q4 2024 13F filing. The largest position was GOGO at 12.6% of the reported book, followed by YEXT and UPWK. Against the Q3 2024 filing, it opened 4 new positions, added to 8 and reduced 5 among the top 18 holdings.
What did Tenzing Global Management, LLC own in Q4 2024? Top 18 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | GOGO GOGO INC | Communication Services | 12.6% | $16.8m | 2,075,000 | 60% | added |
| 2 | YEXT YEXT INC | Technology | 12.1% | $16.1m | 2,537,500 | 21% | added |
| 3 | UPWK UPWORK INC | Communication Services | 10.4% | $13.9m | 850,000 | 89% | added |
| 4 | NFLX NETFLIX INC | Communication Services | 8.2% | $11.0m | 12,379 | -1% | reduced |
| 5 | NTGR NETGEAR INC | Technology | 6.0% | $8.0m | 287,500 | 64% | added |
| 6 | META META PLATFORMS INC | Communication Services | 6.0% | $8.0m | 13,667 | -1% | reduced |
| 7 | NXT NEXTRACKER INC | Technology | 5.7% | $7.7m | 210,000 | 600% | added |
| 8 | YETI YETI HLDGS INC | Consumer Cyclical | 5.6% | $7.5m | 195,000 | 56% | added |
| 9 | VSAT VIASAT INC | Technology | 5.4% | $7.2m | 842,500 | – | new |
| 10 | TSM TAIWAN SEMICONDUCTOR MFG LTD | Technology | 4.4% | $5.9m | 30,000 | 33% | added |
| 11 | REVELYST INC | 4.3% | $5.8m | 300,000 | – | new | |
| 12 | CRCT CRICUT INC | 3.9% | $5.3m | 925,000 | -57% | reduced | |
| 13 | TPR TAPESTRY INC | Consumer Cyclical | 3.5% | $4.7m | 72,500 | – | new |
| 14 | FSLR FIRST SOLAR INC | Technology | 3.3% | $4.4m | 25,000 | -39% | reduced |
| 15 | VOXXGUSD VOXX INTL CORP | 3.1% | $4.2m | 562,500 | -42% | reduced | |
| 16 | UBER UBER TECHNOLOGIES INC | Technology | 2.5% | $3.3m | 55,000 | 83% | added |
| 17 | SN SHARKNINJA INC | Consumer Cyclical | 1.8% | $2.4m | 25,000 | – | new |
| 18 | TDAY GANNETT CO INC | Communication Services | 1.1% | $1.5m | 300,000 | 0% | held |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.