Tenzing Global Management, LLC 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Tenzing Global Management, LLC disclosed 15 US equity positions worth $117.9m in its Q4 2025 13F filing. The largest position was HLF at 13.7% of the reported book, followed by NXT and GOOGL. Against the Q3 2025 filing, it opened 4 new positions, added to 6 and reduced 4 among the top 15 holdings.
What did Tenzing Global Management, LLC own in Q4 2025? Top 15 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | HLF HERBALIFE LTD | Consumer Defensive | 13.7% | $16.1m | 1,250,000 | 18% | added |
| 2 | NXT NEXTPOWER INC | Technology | 12.0% | $14.2m | 162,500 | 225% | added |
| 3 | GOOGL ALPHABET INC | Communication Services | 11.3% | $13.3m | 42,500 | 70% | added |
| 4 | NTGR NETGEAR INC | Technology | 10.4% | $12.3m | 500,000 | 0% | held |
| 5 | TSM TAIWAN SEMICONDUCTOR MFG LTD | Technology | 10.3% | $12.2m | 40,000 | 100% | added |
| 6 | CHYM CHIME FINL INC | Technology | 9.6% | $11.3m | 450,000 | – | new |
| 7 | URBN URBAN OUTFITTERS INC | Consumer Cyclical | 6.4% | $7.5m | 100,000 | -18% | reduced |
| 8 | NFLX NETFLIX INC | Communication Services | 6.0% | $7.0m | 75,000 | 2043% | added |
| 9 | FOXF FOX FACTORY HLDG CORP | Consumer Cyclical | 5.6% | $6.6m | 385,000 | -23% | reduced |
| 10 | GNRC GENERAC HLDGS INC | Industrials | 5.2% | $6.1m | 45,000 | – | new |
| 11 | ON HLDG AG | 3.0% | $3.5m | 75,000 | – | new | |
| 12 | DAVE DAVE INC | Technology | 1.9% | $2.2m | 10,000 | -67% | reduced |
| 13 | TYGO TIGO ENERGY INC | 1.8% | $2.2m | 1,562,950 | 95% | added | |
| 14 | YELP YELP INC | Communication Services | 1.5% | $1.8m | 60,000 | – | new |
| 15 | GOGO GOGO INC | Communication Services | 1.4% | $1.6m | 350,000 | -70% | 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.