Tenzing Global Management, Llc Portfolio Stock Holdings

According to the SEC 13F filed on August 14, 2026, Tenzing Global Management, Llc disclosed 16 stock positions valued at approximately $118.81M as of quarter-end June 30, 2026. The largest holdings include META PLATFORMS INC, HERBALIFE LTD, and UBER TECHNOLOGIES INC.

Report Period
June 30, 2026
No. of Stocks
16
Portfolio Value
$118.81M
Holdings by Sector
Tenzing Global Management, Llc Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
META PLATFORMS INCMETACommunication Services11.85%25,000-17,500-41.18%$14,082,250
HERBALIFE LTDHLFConsumer Cyclical11.07%1,000,000-50,000-4.76%$13,150,000
UBER TECHNOLOGIES INCUBERTechnology10.63%175,000-17,500-9.09%$12,628,000
NVIDIA CORPORATIONNVDATechnology10.53%62,500+62,500+100.00%$12,505,625
NETFLIX INC.NFLXCommunication Services9.77%162,500+37,500+30.00%$11,602,500
TAIWAN SEMICONDUCTOR MANUFACTSMTechnology7.03%17,500-22,500-56.25%$8,357,475
ENTRAVISION COMMUNICATIONS CEVCCommunication Services6.31%575,000+575,000+100.00%$7,498,000
MAPLEBEAR INCCARTConsumer Cyclical5.98%150,000+150,000+100.00%$7,102,500
NETGEAR INCNTGRTechnology5.90%300,000+200,000+200.00%$7,005,000
REDDIT INCRDDTCommunication Services3.29%22,500+22,500+100.00%$3,905,550
DAVE INCDAVETechnology3.14%10,000-30,000-75.00%$3,725,900
BAIDU INCBIDUCommunication Services2.40%25,000+25,000+100.00%$2,857,250
LULULEMON ATHLETICA INCLULUConsumer Cyclical1.92%20,000+20,000+100.00%$2,283,600
GENERAC HLDGS INCGNRCIndustrials1.85%7,500-37,500-83.33%$2,196,075
FOX FACTORY HLDG CORPFOXFConsumer Cyclical1.78%125,000-100,000-44.44%$2,118,125
ALPHABET INCGOOGLCommunication Services1.50%5,000-17,500-77.78%$1,786,850
Showing 16 of 16 holdings in the latest reporting period.
Tenzing Global Management, Llc Options Holdings in Q2 2026
QuarterSymbolCompanyOptionContractsNotional Value
Q2 2026IWMiShares Russell 2000 ETFPUT325,000$97,646,250
Showing 1 of 1 options positions in the latest reporting period.

Notional value represents the total exposure of the options position.