Tenzing Global Management, LLC 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Tenzing Global Management, LLC disclosed 18 US equity positions worth $118.8m in its Q2 2026 13F filing. The largest position was META at 11.9% of the reported book, followed by HLF and UBER. Against the Q1 2026 filing, it opened 8 new positions, added to 2 and reduced 8 among the top 18 holdings.
What did Tenzing Global Management, LLC own in Q2 2026? Top 18 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | META META PLATFORMS INC | Communication Services | 11.9% | $14.1m | 25,000 | -41% | reduced |
| 2 | HLF HERBALIFE LTD | Consumer Defensive | 11.1% | $13.2m | 1,000,000 | -5% | reduced |
| 3 | UBER UBER TECHNOLOGIES INC | Technology | 10.6% | $12.6m | 175,000 | -9% | reduced |
| 4 | NVDA NVIDIA CORPORATION | Technology | 10.5% | $12.5m | 62,500 | – | new |
| 5 | NFLX NETFLIX INC. | Communication Services | 9.8% | $11.6m | 162,500 | 30% | added |
| 6 | TSM TAIWAN SEMICONDUCTOR MANUFAC | Technology | 7.0% | $8.4m | 17,500 | -56% | reduced |
| 7 | EVC ENTRAVISION COMMUNICATIONS C | Communication Services | 6.3% | $7.5m | 575,000 | – | new |
| 8 | CART MAPLEBEAR INC | Consumer Cyclical | 6.0% | $7.1m | 150,000 | – | new |
| 9 | NTGR NETGEAR INC | Technology | 5.9% | $7.0m | 300,000 | 200% | added |
| 10 | RDDT REDDIT INC | Communication Services | 3.3% | $3.9m | 22,500 | – | new |
| 11 | DAVE DAVE INC | Technology | 3.1% | $3.7m | 10,000 | -75% | reduced |
| 12 | WOLF WOLFSPEED INC | Technology | 3.0% | $3.6m | 75,000 | – | new |
| 13 | BIDU BAIDU INC | Communication Services | 2.4% | $2.9m | 25,000 | – | new |
| 14 | PRENETICS GLOBAL LTD | 2.0% | $2.4m | 125,000 | -38% | reduced | |
| 15 | LULU LULULEMON ATHLETICA INC | Consumer Cyclical | 1.9% | $2.3m | 20,000 | – | new |
| 16 | GNRC GENERAC HLDGS INC | Industrials | 1.8% | $2.2m | 7,500 | – | new |
| 17 | FOXF FOX FACTORY HLDG CORP | Consumer Cyclical | 1.8% | $2.1m | 125,000 | -44% | reduced |
| 18 | GOOGL ALPHABET INC | Communication Services | 1.5% | $1.8m | 5,000 | -78% | 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.