Tenzing Global Management, LLC 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Tenzing Global Management, LLC disclosed 22 US equity positions worth $137.9m in its Q1 2025 13F filing. The largest position was GOGO at 17.0% of the reported book, followed by YEXT and NTGR. Against the Q4 2024 filing, it opened 8 new positions, added to 6 and reduced 8 among the top 22 holdings.
What did Tenzing Global Management, LLC own in Q1 2025? Top 22 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | GOGO GOGO INC | Communication Services | 17.0% | $23.5m | 2,725,000 | 31% | added |
| 2 | YEXT YEXT INC | Technology | 10.3% | $14.2m | 2,300,000 | -9% | reduced |
| 3 | NTGR NETGEAR INC | Technology | 10.2% | $14.1m | 575,000 | 100% | added |
| 4 | VSAT VIASAT INC | Technology | 7.2% | $9.9m | 950,000 | 13% | added |
| 5 | UBER UBER TECHNOLOGIES INC | Technology | 5.9% | $8.2m | 112,500 | 105% | added |
| 6 | NXT NEXTRACKER INC | Technology | 5.7% | $7.9m | 187,500 | -11% | reduced |
| 7 | TSM TAIWAN SEMICONDUCTOR MFG LTD | Technology | 5.4% | $7.5m | 45,000 | 50% | added |
| 8 | NFLX NETFLIX INC | Communication Services | 5.4% | $7.5m | 8,000 | -35% | reduced |
| 9 | HLF HERBALIFE LTD | Consumer Defensive | 5.0% | $6.9m | 800,000 | – | new |
| 10 | YELP YELP INC | Communication Services | 4.7% | $6.5m | 175,000 | – | new |
| 11 | META META PLATFORMS INC | Communication Services | 4.0% | $5.5m | 9,500 | -30% | reduced |
| 12 | TPR TAPESTRY INC | Consumer Cyclical | 3.8% | $5.3m | 75,000 | 3% | added |
| 13 | ANF ABERCROMBIE & FITCH CO | Consumer Cyclical | 3.2% | $4.4m | 57,500 | – | new |
| 14 | VOXXGUSD VOXX INTL CORP | 2.6% | $3.6m | 475,000 | -16% | reduced | |
| 15 | TXRH TEXAS ROADHOUSE INC | Consumer Cyclical | 2.4% | $3.3m | 20,000 | – | new |
| 16 | HIPO HIPPO HLDGS INC | Financial Services | 1.9% | $2.6m | 100,000 | – | new |
| 17 | CMCSA COMCAST CORP NEW | Communication Services | 1.3% | $1.8m | 50,000 | – | new |
| 18 | KODK EASTMAN KODAK CO | Industrials | 1.1% | $1.6m | 250,000 | – | new |
| 19 | SN SHARKNINJA INC | Consumer Cyclical | 1.1% | $1.5m | 17,500 | -30% | reduced |
| 20 | APPS DIGITAL TURBINE INC | Technology | 0.7% | $950.2k | 350,000 | – | new |
| 21 | YETI YETI HLDGS INC | Consumer Cyclical | 0.6% | $827.5k | 25,000 | -87% | reduced |
| 22 | UPWK UPWORK INC | Communication Services | 0.5% | $652.5k | 50,000 | -94% | reduced |
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.