Filed: 5/15/2025ACC: 0001214659-25-007841
📋 What this filing means
TENZING GLOBAL MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 22 equity positions with a total reported market value of $137.95M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
22
Positions
$137.95M
Total AUM (reported)
9.36M
Total Shares
Allocation by class
COM$87.37M63.3%
CL A$21.75M15.8%
COM SHS$8.36M6.1%
CLASS A COM$7.90M5.7%
SPONSORED ADS$7.47M5.4%
COM NEW$5.09M3.7%
Portfolio Concentration
Top 3$51.72M37.5%
4–10$54.31M39.4%
11–25$31.91M23.1%
Top 3 weight
37.5%
Top 10 weight
76.9%
Voting Authority Distribution
Total shares with voting rights: 9.36M
Sole
Full voting authority
9.36M
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)
Sole22
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings22
Rows:
GOGO INC
SOLEShares2.73M
TypeSH
Market value$23.49M
17.03%
Sole
2.73M
Shared
0.00
None
0.00
YEXT INC
SOLEShares2.30M
TypeSH
Market value$14.17M
10.27%
Sole
2.30M
Shared
0.00
None
0.00
NETGEAR INC
SOLEShares575K
TypeSH
Market value$14.06M
10.20%
Sole
575K
Shared
0.00
None
0.00
VIASAT INC
SOLEShares950K
TypeSH
Market value$9.90M
7.18%
Sole
950K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares112.50K
TypeSH
Market value$8.20M
5.94%
Sole
112.50K
Shared
0.00
None
0.00
NEXTRACKER INC
SOLEShares187.50K
TypeSH
Market value$7.90M
5.73%
Sole
187.50K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares45K
TypeSH
Market value$7.47M
5.42%
Sole
45K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares8K
TypeSH
Market value$7.46M
5.41%
Sole
8K
Shared
0.00
None
0.00
HERBALIFE LTD
SOLEShares800K
TypeSH
Market value$6.90M
5.00%
Sole
800K
Shared
0.00
None
0.00
YELP INC
SOLEShares175K
TypeSH
Market value$6.48M
4.70%
Sole
175K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares9.50K
TypeSH
Market value$5.48M
3.97%
Sole
9.50K
Shared
0.00
None
0.00
TAPESTRY INC
SOLEShares75K
TypeSH
Market value$5.28M
3.83%
Sole
75K
Shared
0.00
None
0.00
ABERCROMBIE & FITCH CO
SOLEShares57.50K
TypeSH
Market value$4.39M
3.18%
Sole
57.50K
Shared
0.00
None
0.00
VOXX INTL CORP
SOLEShares475K
TypeSH
Market value$3.56M
2.58%
Sole
475K
Shared
0.00
None
0.00
TEXAS ROADHOUSE INC
SOLEShares20K
TypeSH
Market value$3.33M
2.42%
Sole
20K
Shared
0.00
None
0.00
HIPPO HLDGS INC
SOLEShares100K
TypeSH
Market value$2.56M
1.85%
Sole
100K
Shared
0.00
None
0.00
COMCAST CORP NEW
SOLEShares50K
TypeSH
Market value$1.84M
1.34%
Sole
50K
Shared
0.00
None
0.00
EASTMAN KODAK CO
SOLEShares250K
TypeSH
Market value$1.58M
1.15%
Sole
250K
Shared
0.00
None
0.00
SHARKNINJA INC
SOLEShares17.50K
TypeSH
Market value$1.46M
1.06%
Sole
17.50K
Shared
0.00
None
0.00
DIGITAL TURBINE INC
SOLEShares350K
TypeSH
Market value$950.3K
0.69%
Sole
350K
Shared
0.00
None
0.00
YETI HLDGS INC
SOLEShares25K
TypeSH
Market value$827.5K
0.60%
Sole
25K
Shared
0.00
None
0.00
UPWORK INC
SOLEShares50K
TypeSH
Market value$652.5K
0.47%
Sole
50K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
GOGO INCSOLE | COM | 2.73M | SH | $23.49M 17.03% | 2.73M | 0.00 | 0.00 |
YEXT INCSOLE | COM | 2.30M | SH | $14.17M 10.27% | 2.30M | 0.00 | 0.00 |
NETGEAR INCSOLE | COM | 575K | SH | $14.06M 10.20% | 575K | 0.00 | 0.00 |
VIASAT INCSOLE | COM | 950K | SH | $9.90M 7.18% | 950K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 112.50K | SH | $8.20M 5.94% | 112.50K | 0.00 | 0.00 |
NEXTRACKER INCSOLE | CLASS A COM | 187.50K | SH | $7.90M 5.73% | 187.50K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 45K | SH | $7.47M 5.42% | 45K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 8K | SH | $7.46M 5.41% | 8K | 0.00 | 0.00 |
HERBALIFE LTDSOLE | COM SHS | 800K | SH | $6.90M 5.00% | 800K | 0.00 | 0.00 |
YELP INCSOLE | CL A | 175K | SH | $6.48M 4.70% | 175K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 9.50K | SH | $5.48M 3.97% | 9.50K | 0.00 | 0.00 |
TAPESTRY INCSOLE | COM | 75K | SH | $5.28M 3.83% | 75K | 0.00 | 0.00 |
ABERCROMBIE & FITCH COSOLE | CL A | 57.50K | SH | $4.39M 3.18% | 57.50K | 0.00 | 0.00 |
VOXX INTL CORPSOLE | CL A | 475K | SH | $3.56M 2.58% | 475K | 0.00 | 0.00 |
TEXAS ROADHOUSE INCSOLE | COM | 20K | SH | $3.33M 2.42% | 20K | 0.00 | 0.00 |
HIPPO HLDGS INCSOLE | COM NEW | 100K | SH | $2.56M 1.85% | 100K | 0.00 | 0.00 |
COMCAST CORP NEWSOLE | CL A | 50K | SH | $1.84M 1.34% | 50K | 0.00 | 0.00 |
EASTMAN KODAK COSOLE | COM NEW | 250K | SH | $1.58M 1.15% | 250K | 0.00 | 0.00 |
SHARKNINJA INCSOLE | COM SHS | 17.50K | SH | $1.46M 1.06% | 17.50K | 0.00 | 0.00 |
DIGITAL TURBINE INCSOLE | COM NEW | 350K | SH | $950.3K 0.69% | 350K | 0.00 | 0.00 |
YETI HLDGS INCSOLE | COM | 25K | SH | $827.5K 0.60% | 25K | 0.00 | 0.00 |
UPWORK INCSOLE | COM | 50K | SH | $652.5K 0.47% | 50K | 0.00 | 0.00 |