Tenzing Global Management, LLC Buys Lyft Inc, Arista Networks Inc, IPG Photonics Corp, Sells Care.com Inc, Snap Inc, Gogo Inc

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May 16, 2020
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Investment company Tenzing Global Management, LLC (Current Portfolio) buys Lyft Inc, Arista Networks Inc, IPG Photonics Corp, Yelp Inc, Perdoceo Education Corp, sells Care.com Inc, Snap Inc, Gogo Inc, SailPoint Technologies Holdings Inc, Enphase Energy Inc during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Tenzing Global Management, LLC. As of 2020Q1, Tenzing Global Management, LLC owns 23 stocks with a total value of $181 million. These are the details of the buys and sells.

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
  1. Brightcove Inc (BCOV) - 3,750,000 shares, 14.43% of the total portfolio. Shares added by 20.97%
  2. Yelp Inc (YELP) - 1,250,000 shares, 12.44% of the total portfolio. Shares added by 61.29%
  3. Uber Technologies Inc (UBER) - 725,000 shares, 11.18% of the total portfolio. Shares added by 52.63%
  4. Axcelis Technologies Inc (ACLS) - 700,000 shares, 7.08% of the total portfolio. Shares added by 1.82%
  5. comScore Inc (SCOR) - 4,400,000 shares, 6.85% of the total portfolio. Shares added by 31.34%
New Purchase: Lyft Inc (LYFT)

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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