TG
| |
Tenzing Global Management, LLC13F | |
| Tenzing Global Management, LLC | |
| Last update 2025-05-15 | 22 Stocks (8 new) |
| Value $138.00 Mil | Turnover 35 % |
Tenzing Global Management, LLC... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GOGO | Gogo Inc | 2,725,000 | 23,489.5 | +31.33% | 17.030 | +4.06% | 2.060 | +105.38% | +93.45% | 2,069.9 | Telecommunication Services | |
YEXT | Yext Inc | 2,300,000 | 14,168.0 | -9.36% | 10.270 | -1.13% | 1.850 | +32.45% | +32.86% | 1,034.3 | Software | |
NTGR | Netgear Inc | 575,000 | 14,064.5 | +100.00% | 10.200 | +5.10% | 2.000 | +4.02% | -7.59% | 741.3 | Hardware | |
VSAT | Viasat Inc | 950,000 | 9,899.0 | +12.76% | 7.180 | +0.81% | 0.740 | +56.91% | +66.86% | 1,850.5 | Hardware | |
UBER | Uber Technologies Inc | 112,500 | 8,196.8 | +104.55% | 5.940 | +3.04% | 0.010 | +16.19% | +49.77% | 188,917.4 | Software | |
NXT | NEXTracker Inc | 187,500 | 7,901.3 | -10.71% | 5.730 | -0.62% | 0.130 | +46.23% | +74.73% | 9,558.0 | Semiconductors | |
TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Taiwan Semiconductor Manufacturing Co Ltd
| 45,000 | 7,470.0 | +50.00% | 5.420 | +1.81% | 0.000 | +49.11% | +25.13% | 1,272,305.2 | Semiconductors | |
NFLX | Netflix Inc | 8,000 | 7,460.2 | -35.37% | 5.410 | -2.92% | 0.000 | +6.95% | +32.17% | 500,601.5 | Media - Diversified | |
HLF | Herbalife Ltd | 800,000 | 6,904.0 | New Holding | 5.000 | +5.00% | 0.790 | +45.73% | +45.29% | 990.0 | Consumer Packaged Goods | |
YELP | Yelp Inc | 175,000 | 6,480.3 | New Holding | 4.700 | +4.70% | 0.270 | -0.99% | -9.35% | 2,239.6 | Interactive Media |
Tenzing Global Management, LLC's Historical Top Holdings Breakdowns
Tenzing Global Management, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
UPWK | Upwork Inc | 2025-03-31 | Reduce Reduce | -9.78% | 12.34 ($15.23) 17.44 | $13.19 | -13.43% | Reduce -94.12% | 50,000 | -800,000 | |
NTGR | Netgear Inc | 2025-03-31 | Add Add | +5.10% | 22.11 ($26.28) 30.91 | $25.79 | -1.88% | Add 100% | 575,000 | 287,500 | |
HLF | Herbalife Ltd | 2025-03-31 | New Buy New Buy | +5.00% | 5.11 ($7.11) 8.91 | $9.73 | 36.85% | New holding | 800,000 | 800,000 | |
YETI | YETI Holdings Inc | 2025-03-31 | Reduce Reduce | -4.89% | 31.92 ($36.22) 38.83 | $39.69 | 9.58% | Reduce -87.18% | 25,000 | -170,000 | |
YELP | Yelp Inc | 2025-03-31 | New Buy New Buy | +4.70% | 33.6 ($37.61) 41.25 | $35.14 | -6.57% | New holding | 175,000 | 175,000 | |
GEAR | Revelyst Inc | 2025-03-31 | Sold Out Sold Out | -4.31% | 19.22 ($19.65) 20.08 | $20.08 | 2.19% | Sold Out | 0 | -300,000 | |
GOGO | Gogo Inc | 2025-03-31 | Add Add | +4.06% | 6.47 ($7.82) 8.96 | $15.63 | 99.87% | Add 31.33% | 2,725,000 | 650,000 | |
CRCT | Cricut Inc | 2025-03-31 | Sold Out Sold Out | -3.94% | 5.13 ($5.58) 6.01 | $5.36 | -3.94% | Sold Out | 0 | -925,000 | |
FSLR | First Solar Inc | 2025-03-31 | Sold Out Sold Out | -3.29% | 126.34 ($156.16) 197.73 | $182.95 | 17.16% | Sold Out | 0 | -25,000 | |
ANF | Abercrombie & Fitch Co | 2025-03-31 | New Buy New Buy | +3.18% | 75.72 ($107.66) 160.92 | $90.94 | -15.54% | New holding | 57,500 | 57,500 |
Tenzing Global Management, LLC Total Holding History ($B)
Tenzing Global Management, LLC's Asset Allocation
Tenzing Global Management, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Tenzing Global Management, LLC's Hypothetical Growth since 2025-03-31
Tenzing Global Management, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Tenzing Global Management, LLC's Holdings Heat Map
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Tenzing Global Management, LLC's Holdings Bubble Chart
Tenzing Global Management, LLC News
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