- New Purchases: LYFT, ANET, IPGP, PRDO, ROST, TPR, DBX, CDK, SHAK, W, UPWK, TNAV,
- Added Positions: YELP, UBER, BCOV, SCOR, APRN, NDLS, ACLS,
- Reduced Positions: SNAP, GOGO,
- Sold Out: CRCM, SAIL, ENPH, GPRO, FSLY, FVRR, PING, BL, NIO,
For the details of Tenzing Global Management, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/tenzing+global+management%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of Tenzing Global Management, LLC- Brightcove Inc (BCOV) - 3,750,000 shares, 14.43% of the total portfolio. Shares added by 20.97%
- Yelp Inc (YELP) - 1,250,000 shares, 12.44% of the total portfolio. Shares added by 61.29%
- Uber Technologies Inc (UBER) - 725,000 shares, 11.18% of the total portfolio. Shares added by 52.63%
- Axcelis Technologies Inc (ACLS) - 700,000 shares, 7.08% of the total portfolio. Shares added by 1.82%
- comScore Inc (SCOR) - 4,400,000 shares, 6.85% of the total portfolio. Shares added by 31.34%
Tenzing Global Management, LLC initiated holding in Lyft Inc. The purchase prices were between $16.05 and $53.94, with an estimated average price of $39.96. The stock is now traded at around $28.15. The impact to a portfolio due to this purchase was 5.93%. The holding were 400,000 shares as of .
New Purchase: Arista Networks Inc (ANET)Tenzing Global Management, LLC initiated holding in Arista Networks Inc. The purchase prices were between $157.04 and $238.05, with an estimated average price of $208.06. The stock is now traded at around $210.45. The impact to a portfolio due to this purchase was 5.87%. The holding were 52,500 shares as of .
New Purchase: IPG Photonics Corp (IPGP)Tenzing Global Management, LLC initiated holding in IPG Photonics Corp. The purchase prices were between $105.36 and $149.97, with an estimated average price of $131.37. The stock is now traded at around $146.18. The impact to a portfolio due to this purchase was 5.02%. The holding were 82,500 shares as of .
New Purchase: Perdoceo Education Corp (PRDO)Tenzing Global Management, LLC initiated holding in Perdoceo Education Corp. The purchase prices were between $7.96 and $19.11, with an estimated average price of $15.68. The stock is now traded at around $14.76. The impact to a portfolio due to this purchase was 3.87%. The holding were 650,000 shares as of .
New Purchase: Ross Stores Inc (ROST)Tenzing Global Management, LLC initiated holding in Ross Stores Inc. The purchase prices were between $59.97 and $123.81, with an estimated average price of $107.35. The stock is now traded at around $85.31. The impact to a portfolio due to this purchase was 1.92%. The holding were 40,000 shares as of .
New Purchase: Tapestry Inc (TPR)Tenzing Global Management, LLC initiated holding in Tapestry Inc. The purchase prices were between $10.58 and $29.47, with an estimated average price of $23.65. The stock is now traded at around $12.20. The impact to a portfolio due to this purchase was 1.79%. The holding were 250,000 shares as of .
Added: Yelp Inc (YELP)Tenzing Global Management, LLC added to a holding in Yelp Inc by 61.29%. The purchase prices were between $14.46 and $37.24, with an estimated average price of $30.63. The stock is now traded at around $19.51. The impact to a portfolio due to this purchase was 4.73%. The holding were 1,250,000 shares as of .
Added: Uber Technologies Inc (UBER)Tenzing Global Management, LLC added to a holding in Uber Technologies Inc by 52.63%. The purchase prices were between $14.82 and $41.27, with an estimated average price of $33. The stock is now traded at around $32.47. The impact to a portfolio due to this purchase was 3.86%. The holding were 725,000 shares as of .
Added: Brightcove Inc (BCOV)Tenzing Global Management, LLC added to a holding in Brightcove Inc by 20.97%. The purchase prices were between $5.61 and $9.21, with an estimated average price of $8.08. The stock is now traded at around $7.98. The impact to a portfolio due to this purchase was 2.5%. The holding were 3,750,000 shares as of .
Added: comScore Inc (SCOR)Tenzing Global Management, LLC added to a holding in comScore Inc by 31.34%. The purchase prices were between $1.93 and $5.42, with an estimated average price of $3.82. The stock is now traded at around $2.39. The impact to a portfolio due to this purchase was 1.63%. The holding were 4,400,000 shares as of .
Added: Blue Apron Holdings Inc (APRN)Tenzing Global Management, LLC added to a holding in Blue Apron Holdings Inc by 57.14%. The purchase prices were between $2.1 and $16.25, with an estimated average price of $5.3. The stock is now traded at around $7.81. The impact to a portfolio due to this purchase was 1.33%. The holding were 550,000 shares as of .
Sold Out: Care.com Inc (CRCM)Tenzing Global Management, LLC sold out a holding in Care.com Inc. The sale prices were between $14.96 and $15.12, with an estimated average price of $14.99.
Sold Out: SailPoint Technologies Holdings Inc (SAIL)Tenzing Global Management, LLC sold out a holding in SailPoint Technologies Holdings Inc. The sale prices were between $12.78 and $26.68, with an estimated average price of $22.79.
Sold Out: Enphase Energy Inc (ENPH)Tenzing Global Management, LLC sold out a holding in Enphase Energy Inc. The sale prices were between $23.99 and $59.09, with an estimated average price of $37.47.
Sold Out: GoPro Inc (GPRO)Tenzing Global Management, LLC sold out a holding in GoPro Inc. The sale prices were between $2.01 and $4.47, with an estimated average price of $3.74.
Sold Out: Fastly Inc (FSLY)Tenzing Global Management, LLC sold out a holding in Fastly Inc. The sale prices were between $11.13 and $25.18, with an estimated average price of $20.75.
Sold Out: Fiverr International Ltd (FVRR)Tenzing Global Management, LLC sold out a holding in Fiverr International Ltd. The sale prices were between $21.69 and $35.11, with an estimated average price of $26.87.
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