Tenzing Global Management, LLC
Tenzing Global Management, LLC reported 18 US-listed holdings worth $118.8 million in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Meta Platforms, Inc. (11.9%), Herbalife Ltd (11.1%) and Uber Technologies, Inc. (10.6%). Against the quarter before, it opened 8 positions, added to 2, trimmed 8 and sold out of 4.
The 14 largest of its 18 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +32.2% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 8
- NVIDIA Corp. NVDA$12.5 million
- Entravision Communications C EVC$7.5 million
- Maplebear Inc. CART$7.1 million
- Reddit, Inc. RDDT$3.9 million
- Wolfspeed Inc. WOLF$3.6 million
- Baidu, Inc. BIDU$2.9 million
- lululemon athletica Inc. LULU$2.3 million
- Generac Holdings Inc. GNRC$2.2 million
Added to 2
- Netgear Inc. NTGR+200,000 shares · +200%
- Netflix Inc. NFLX+37,500 shares · +30%
Trimmed 8
- Dave Inc. DAVE-30,000 shares · -75%
- Taiwan Semiconductor Manufacturing Company Limited TSM-22,500 shares · -56%
- Meta Platforms, Inc. META-17,500 shares · -41%
- Alphabet Inc. GOOGL-17,500 shares · -78%
- Fox Factory Holding Corp. FOXF-100,000 shares · -44%
- Prenetics Global Ltd PRE-75,000 shares · -38%
- Uber Technologies, Inc. UBER-17,500 shares · -9%
- Herbalife Ltd HLF-50,000 shares · -5%
Sold out of 4
- Fastly, Inc. FSLY$7.3 million last quarter
- Nextpower Inc. NXT$4.8 million last quarter
- Xpel, Inc. XPEL$3.3 million last quarter
- Chime Financial, Inc. CHYM$2.8 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Meta Platforms, Inc. META | 25.0K | $14.1 million | 11.85% | -17.5K |
| Herbalife Ltd HLF | 1.0M | $13.2 million | 11.07% | -50.0K |
| Uber Technologies, Inc. UBER | 175.0K | $12.6 million | 10.63% | -17.5K |
| NVIDIA Corp. NVDA | 62.5K | $12.5 million | 10.53% | new |
| Netflix Inc. NFLX | 162.5K | $11.6 million | 9.77% | +37.5K |
| Taiwan Semiconductor Manufacturing Company Limited TSM | 17.5K | $8.4 million | 7.03% | -22.5K |
| Entravision Communications C EVC | 575.0K | $7.5 million | 6.31% | new |
| Maplebear Inc. CART | 150.0K | $7.1 million | 5.98% | new |
| Netgear Inc. NTGR | 300.0K | $7.0 million | 5.90% | +200.0K |
| Reddit, Inc. RDDT | 22.5K | $3.9 million | 3.29% | new |
| Dave Inc. DAVE | 10.0K | $3.7 million | 3.14% | -30.0K |
| Wolfspeed Inc. WOLF | 75.0K | $3.6 million | 3.05% | new |
| Baidu, Inc. BIDU | 25.0K | $2.9 million | 2.40% | new |
| Prenetics Global Ltd PRE | 125.0K | $2.4 million | 2.01% | -75.0K |
| lululemon athletica Inc. LULU | 20.0K | $2.3 million | 1.92% | new |
| Generac Holdings Inc. GNRC | 7.5K | $2.2 million | 1.85% | new |
| Fox Factory Holding Corp. FOXF | 125.0K | $2.1 million | 1.78% | -100.0K |
| Alphabet Inc. GOOGL | 5.0K | $1.8 million | 1.50% | -17.5K |
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Change is shares against its 13F for the quarter before; the 4 it sold out of are in the box above.Options it reported
| Company | Option | Shares under the options | Value of those shares |
|---|---|---|---|
| iShares Russell 2000 ETF IWM | Puts | 325.0K | $97.6 million |
1 option lines. A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost; they are not counted in the holdings above.