Filed: 2/14/2025ACC: 0001214659-25-002851
📋 What this filing means
TENZING GLOBAL MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 18 equity positions with a total reported market value of $133.75M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
18
Positions
$133.75M
Total AUM (reported)
9.32M
Total Shares
Allocation by class
COM$94.53M70.7%
CL A$12.15M9.1%
COM SHS$8.20M6.1%
CLASS A COM$7.67M5.7%
SPONSORED ADS$5.92M4.4%
COM CL A$5.27M3.9%
Portfolio Concentration
Top 3$46.82M35.0%
4–10$55.32M41.4%
11–25$31.60M23.6%
Top 3 weight
35.0%
Top 10 weight
76.4%
Voting Authority Distribution
Total shares with voting rights: 9.32M
Sole
Full voting authority
9.32M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole18
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings18
Rows:
GOGO INC
SOLEShares2.08M
TypeSH
Market value$16.79M
12.55%
Sole
2.08M
Shared
0.00
None
0.00
YEXT INC
SOLEShares2.54M
TypeSH
Market value$16.14M
12.07%
Sole
2.54M
Shared
0.00
None
0.00
UPWORK INC
SOLEShares850K
TypeSH
Market value$13.90M
10.39%
Sole
850K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares12.38K
TypeSH
Market value$11.03M
8.25%
Sole
12.38K
Shared
0.00
None
0.00
NETGEAR INC
SOLEShares287.50K
TypeSH
Market value$8.01M
5.99%
Sole
287.50K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares13.67K
TypeSH
Market value$8.00M
5.98%
Sole
13.67K
Shared
0.00
None
0.00
NEXTRACKER INC
SOLEShares210K
TypeSH
Market value$7.67M
5.74%
Sole
210K
Shared
0.00
None
0.00
YETI HLDGS INC
SOLEShares195K
TypeSH
Market value$7.51M
5.61%
Sole
195K
Shared
0.00
None
0.00
VIASAT INC
SOLEShares842.50K
TypeSH
Market value$7.17M
5.36%
Sole
842.50K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares30K
TypeSH
Market value$5.92M
4.43%
Sole
30K
Shared
0.00
None
0.00
REVELYST INC
SOLEShares300K
TypeSH
Market value$5.77M
4.31%
Sole
300K
Shared
0.00
None
0.00
CRICUT INC
SOLEShares925K
TypeSH
Market value$5.27M
3.94%
Sole
925K
Shared
0.00
None
0.00
TAPESTRY INC
SOLEShares72.50K
TypeSH
Market value$4.74M
3.54%
Sole
72.50K
Shared
0.00
None
0.00
FIRST SOLAR INC
SOLEShares25K
TypeSH
Market value$4.41M
3.29%
Sole
25K
Shared
0.00
None
0.00
VOXX INTL CORP
SOLEShares562.50K
TypeSH
Market value$4.15M
3.10%
Sole
562.50K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares55K
TypeSH
Market value$3.32M
2.48%
Sole
55K
Shared
0.00
None
0.00
SHARKNINJA INC
SOLEShares25K
TypeSH
Market value$2.43M
1.82%
Sole
25K
Shared
0.00
None
0.00
GANNETT CO INC
SOLEShares300K
TypeSH
Market value$1.52M
1.13%
Sole
300K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
GOGO INCSOLE | COM | 2.08M | SH | $16.79M 12.55% | 2.08M | 0.00 | 0.00 |
YEXT INCSOLE | COM | 2.54M | SH | $16.14M 12.07% | 2.54M | 0.00 | 0.00 |
UPWORK INCSOLE | COM | 850K | SH | $13.90M 10.39% | 850K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 12.38K | SH | $11.03M 8.25% | 12.38K | 0.00 | 0.00 |
NETGEAR INCSOLE | COM | 287.50K | SH | $8.01M 5.99% | 287.50K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 13.67K | SH | $8.00M 5.98% | 13.67K | 0.00 | 0.00 |
NEXTRACKER INCSOLE | CLASS A COM | 210K | SH | $7.67M 5.74% | 210K | 0.00 | 0.00 |
YETI HLDGS INCSOLE | COM | 195K | SH | $7.51M 5.61% | 195K | 0.00 | 0.00 |
VIASAT INCSOLE | COM | 842.50K | SH | $7.17M 5.36% | 842.50K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 30K | SH | $5.92M 4.43% | 30K | 0.00 | 0.00 |
REVELYST INCSOLE | COM SHS | 300K | SH | $5.77M 4.31% | 300K | 0.00 | 0.00 |
CRICUT INCSOLE | COM CL A | 925K | SH | $5.27M 3.94% | 925K | 0.00 | 0.00 |
TAPESTRY INCSOLE | COM | 72.50K | SH | $4.74M 3.54% | 72.50K | 0.00 | 0.00 |
FIRST SOLAR INCSOLE | COM | 25K | SH | $4.41M 3.29% | 25K | 0.00 | 0.00 |
VOXX INTL CORPSOLE | CL A | 562.50K | SH | $4.15M 3.10% | 562.50K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 55K | SH | $3.32M 2.48% | 55K | 0.00 | 0.00 |
SHARKNINJA INCSOLE | COM SHS | 25K | SH | $2.43M 1.82% | 25K | 0.00 | 0.00 |
GANNETT CO INCSOLE | COM | 300K | SH | $1.52M 1.13% | 300K | 0.00 | 0.00 |